A leaver's final pay is settled with HR

What moves

HR starts the exit and ends the pay contract; HR managers can read and prepare settlements and mark the HR clearance items, and payroll pays and books the result.

Before you start

• HR Management and Payroll in your plan
• An active pay contract for the leaver

Step by step

1. HR managerHR Management

   Starts offboarding for the leaver.

   You see:The exit is in progress and the pay contract will end on the last day.

2. HR managerPayroll & WPS

   Opens Final settlements, quotes the leaver and creates the settlement.

   You see:End-of-service benefit, leave, notice and loan balance are frozen as lines.

3. HR managerPayroll & WPS

   Ticks the HR clearance items.

   You see:The remaining items belong to IT, finance, administration and the manager.

4. Payroll approverPayroll & WPS

   Approves once clearance is complete, records the payment, then posts.

   You see:The leaver's loans close and the ledger entry is booked.

Related

• HR Management
• Payroll & WPS
• A leaver's open tasks are flagged
• A login is linked to an employee record
• Agents read and act on HR records
• A letter request needs two approvers
• A new hire is onboarded by several people
• Connections between modules