Employee Exit Process

The Exit Process can also be initiated directly from the Users module without going to the HRM > Employee module. Both modules update the same employee record, so you can use whichever entry point is more convenient.

Steps

• Go to Users > Users.
• From the list, click on the User Record for the employee.
• This opens the User Details View.
• Click the Edit button.
• Scroll to the Exit Process Details section.
• Tick the checkbox “Tick to start exit process” to initiate the process.
• Fill in the fields exactly as described in the Employee Exit Process article (link to the Employee Module Exit Process KB):
  • Resign Date * — start of notice.
  • Notice Period (days) * — calendar days.
  • Estimated Last Date — auto-calculated, read-only.
  • Handover Person (optional at the start, mandatory before finishing).
  • Is Handover Completed? (optional, record-keeping only).
• Click Update in the aside header.

📅 What Happens After the Estimated Last Date

• Login is disabled automatically.
• No further salary cycles include the employee.
• No further leave accruals.
• Final settlement = pro-rated salary + leave encashment per Settings > Leaves rules.
• TDS is pro-rated up to the last paid salary month so the annual TDS isn’t fully deducted.

↩️ Reverting

Untick “Start exit process” before the Estimated Last Date and click Update. After the date passes, ask an admin to manually re-enable the user.

Important

• The process, rules, and effects after the last working day are exactly the same as in the Employee Module Exit Process.
• Both modules update the same employee record, so you can use either module as per your convenience.
• You can see detailed steps for the exit process in this article: Employee Exit Process Article.