Leaver checklists and settlement

A checklist for everyone leaving: the letter, the handover, the assets back, access closed, the permits cancelled and the final settlement, estimated from your country's end-of-service rules, the annual leave left and the advances still owed. Closing it marks the employee as left on the last day. Part of the Onboarding & exit checklists add-on.

Steps

  1. Press New checklist and choose Leaving, or Open exit checklist next to someone on notice.
  2. Choose the employee, the last working day and the reason for leaving. The final settlement estimate shows below: end of service, leave left and advances.
  3. Press Open checklist. The employee is on notice until the last day; tick each task as it is done on the Leavers tab.
  4. On or after the last day, with every task done or skipped, press Close and mark as left. The settlement is kept on the checklist.

Tips

  • A resignation earns part of the end-of-service award where the law says so (in Saudi Arabia a third after 2 years and two thirds after 5); a dismissal or the end of a contract earns all of it.
  • The last month's salary is paid through the payroll run, which counts the days up to the last day. Cancel the checklist if the resignation is withdrawn: the employee's status comes back.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Onboarding & exit checklists module. Learn more

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