Close separations with settlement, clearance and proof.
Run exit clearance by composing assets, loans, leave encashment, PF ledger entries, payroll adjustments and HR letters into one controlled process.
Offboarding
01Create separationOffboarding process stepActive
02Collect clearanceOffboarding process stepActive
03Calculate settlementOffboarding process stepActive
Offboarding screen with clearance and settlement tracking.
The Offboarding page from HRM coordinates separation clearance, final settlement inputs, asset return readiness and exit documentation in one controlled workflow.
Offboarding workflows that stay connected.
Run exit clearance by composing assets, loans, leave encashment, PF ledger entries, payroll adjustments and HR letters into one controlled process.
Clearance checklist
Track return and approval items before the employee is formally separated.
Final settlement
Calculate leave encashment, gratuity, PF cash and outstanding loans before payroll adjustment.
Document handoff
Issue the experience certificate and email the employee the breakdown and signed PDF.
Separation becomes a governed workflow.
The completion step writes settlement records, updates employee status, issues HR documentation and sends the final communication.
- Create separation
- Collect clearance
- Calculate settlement
- Create adjustment
Settlement math is explicit.
Choose a view to see how this module keeps daily HR work structured and reviewable.
Leave
Encashment sums eligible unused days by policy rate.
Values remain traceable in HRM.Details that make offboarding dependable.
PF settlement types
Withdrawal, transfer and forfeiture paths are recorded distinctly.
Negative settlement support
If deductions exceed payout, payroll receives a deduction adjustment.
Dual-recipient email
Exit communication can reach work and personal channels based on policy.
Account grace period
Access can remain available briefly for final document pickup.
Asset return readiness
Clearance can include company-owned item return requirements.
HR letter integration
Experience certificates are issued from the document workflow.
Offboarding works with the rest of HRM.
Employees
Shared context keeps this workflow aligned with employees records.
ConnectedAssets
Shared context keeps this workflow aligned with assets records.
ConnectedLoans
Shared context keeps this workflow aligned with loans records.
ConnectedLeave
Shared context keeps this workflow aligned with leave records.
ConnectedHR Letters
Shared context keeps this workflow aligned with hr letters records.
ConnectedWhat HR teams usually ask about offboarding.
The system creates a payroll deduction adjustment so the shortfall is handled in the final run.
No. The employee status is changed to separated while history remains available.
Yes. HR can override gratuity at completion when policy requires it.
See how offboarding fits your HR operation.
Map your current workflow to the right HRM setup, permissions and rollout plan.