Understanding the Exit Process Tab in Keka

When an employee submits their resignation, their request will appear in the Inbox or the Exit Process tab for Managers, HR, or Global Admins. This tab is divided into three key phases to help track and manage exits efficiently:

Let’s explore each phase in detail:

1. Under Review

This is the first phase after an employee submits their resignation.

What you can do:

Three-dot Menu (Actions column):
- Send reminders
- View resignation
- Update resignation details
View Details:
- See approval history
- Use Review on Behalf if a pending action needs to be completed by someone else
Review Button:
- Only visible for your direct reports
- Edit and confirm the resignation
- Once done, click Complete Review to move the resignation to Exits in Progress

2. Exits in Progress

After the review is complete, the resignation moves here for offboarding tasks.

Available actions:

Exit Actions Icons:
- Grey = Not started
- Yellow = In progress
- Green = Completed
Manage Button: Opens a detailed panel with the following tabs:
- Summary – See exit progress at a glance
- Assets – View or update asset records
- Finances – Manage F&F, dues, etc.
- Survey – Enable or disable exit survey
- Team – Help managers with transition planning
- Tasks – Add or import offboarding tasks
- Leave Settings – Extend notice period if employee avails leave during notice

3. Exited Employees

Employees whose last working day has passed appear in this phase—even if some actions (like final settlement) are pending.

Actions you can take:

Edit Exit Date:
- Click the pencil icon
- Enter a new date and reason
- Save the changes
Cancel Exit / Rejoin Candidate:
- Use the three-dot menu under Actions
Additional Tools:
Apply filters to narrow down your list
Download reports for audit or analysis

By using the Exit Process Tab effectively, your team can handle employee exits with clarity, accountability, and minimal friction.