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HRM features / Final Settlement Exit payroll

Close employee payroll with every balance accounted for.

Calculate the final payable amount during offboarding by combining eligible leave encashment, retirement or fund balances, gratuity-style amounts, outstanding loans and final payroll adjustments.

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Leave encashment Loan recovery Settlement output
Final Settlement workspaceLive
Settlement

Final Settlement

with every balance accounted for.Calculate the final payable amount during offboarding by combining eligible leave encashment, retirement or fund balances, gratuity-style amounts, outstanding loans and final payroll adjustments.
Ready
LeaveValued
LoansRecovered
FinalCalculated
Workflow snapshotView all

01Start separationFinal Settlement process stepActive

02Review clearanceFinal Settlement process stepActive

03Calculate settlementFinal Settlement process stepActive

Built aroundLeave encashmentLoan recoverySettlement output
THE FOUNDATION

Final Settlement workflows that stay connected.

Calculate the final payable amount during offboarding by combining eligible leave encashment, retirement or fund balances, gratuity-style amounts, outstanding loans and final payroll adjustments.

01

Clearance inputs

Offboarding checks assets, loans, funds and other obligations before settlement.

02

Payable calculation

Eligible leave, fund balances and gratuity-style values can increase final pay.

03

Recovery calculation

Outstanding loans or deductions reduce final payable amount and can create payroll adjustment records.

WORKFLOW LIFECYCLE

Final Settlement work stays structured from setup to review.

Calculate the final payable amount during offboarding by combining eligible leave encashment, retirement or fund balances, gratuity-style amounts, outstanding loans and final payroll adjustments.

  • Start separation
  • Review clearance
  • Calculate settlement
  • Approve final amount
01
Start separationFinal Settlement
Ready
02
Review clearanceFinal Settlement
Ready
03
Calculate settlementFinal Settlement
Ready
04
Approve final amountFinal Settlement
Ready
05
Issue exit outputFinal Settlement
Done
CONTROL SURFACE

Final Settlement controls keep records clean and traceable.

Choose a view to see how this module keeps daily HR work structured and reviewable.

Separation context

Employee

The final settlement starts from a specific employee separation record.

Values remain traceable in HRM.
Employee detailSynced
BUILT FOR CONTROL

Details that make final settlement dependable.

Separation-linked calculation

Final settlement belongs to an employee offboarding record.

Leave encashment

Unused eligible leave can be valued according to policy.

Outstanding loan recovery

Open loan balances can reduce final payable.

Fund balance handling

Employee fund balances can be withdrawn, transferred or forfeited according to company policy.

Payroll adjustment fit

Negative or positive settlement values can be reflected in payroll adjustments.

Exit document support

Settlement can sit alongside experience letters and clearance history.

CONNECTED BY DESIGN

Final Settlement works with the rest of HRM.

Offboarding

Shared context keeps this workflow aligned with offboarding records.

Connected

Leave Balances

Shared context keeps this workflow aligned with leave balances records.

Connected

Loans

Shared context keeps this workflow aligned with loans records.

Connected

Payroll Adjustments

Shared context keeps this workflow aligned with payroll adjustments records.

Connected

HR Letters

Shared context keeps this workflow aligned with hr letters records.

Connected
COMMON QUESTIONS

What HR teams usually ask about final settlement.

Leave balances, fund balances, outstanding loans, deductions and the separation record.

If deductions exceed payable amounts, the system can create a recovery-style payroll adjustment.

No. It is the payroll calculation inside the offboarding process.

Operentra HRM / Final Settlement

See how final settlement fits your HR operation.

Map your current workflow to the right HRM setup, permissions and rollout plan.