Run the last two weeks as a checklist, with clearance before final settlement.
Exit & Offboarding runs the last two weeks properly. It records the resignation date, the notice period, a handover to a named person, assets returned and dues recovered. The final settlement is worked out from leave encashment and any notice shortfall, and the relieving letter comes from the same record. Nothing is settled on what somebody remembers agreeing.
Exits in small firms are handled in a hurry, and often in bad temper. The laptop comes back but not the SIM card, the advance is forgotten, and the customers he was handling ring a dead number for a month.
A clearance list turns that fortnight into steps. Each department signs off what it is owed before the final settlement is released.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- A paper clearance slip passed from desk to desk
- A calculator and a sheet for dues
- A chat message reminding managers about handover
The problems this is meant to ease.
What exit & offboarding does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Describe the exit routine
Walk us through today’s steps. HR explains the papers issued, and we write back a flow of exit stages for you to correct.
Set the clearance lists
Departments tell us what each must collect back. A checklist per department comes back for review.
Test the settlement
Accounts shares details of a few past exits. A trial calculation arrives to compare with what was paid.
Rehearse a full exit
Rehearsal helps. HR and reporting managers run a complete sample exit, and your corrections go into the screens.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Exits with a recorded handover, against all exits
- Assets returned by the last working day, by department
- Settlements paid after the due date
- Exit reasons, by department and role
- Exits cleared in every department before settlement
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Payroll management
- Employee database
- HR document management
- Benefits and compliance
- Roles and permissions
Products that include it.
How we would put it in.
Questions owners ask about exit & offboarding.
Can it hold the final payment until clearance is done?
It can hold the settlement until every clearance is marked, and show the owner who is holding it up. Whether you release money before the laptop comes back stays a business decision.
Does it cut off system access on the last day?
Inside our own systems, yes, the login can be disabled on a date. Email, your accounting software and anything run by another vendor need their own steps, and those go on the clearance list so nobody assumes they happened.
How is the final settlement calculated?
From payroll records: days worked, leave balance, advances outstanding and any recovery you have agreed. End-of-service payments, where they apply, follow the rule your consultant confirms. The statement shows each line and not one net figure.
Is a paper checklist enough for four exits a year?
It is, if somebody follows it. Most firms come to us after one bad exit and not because of the number. A tighter checklist is often all they need.
What shapes the cost of exit management?
Rules drive it. Settlement rules, the departments that clear, and the links to payroll, employee records and HR documents all count. Letter templates add some work. The settlement calculation can be quoted apart.
What decides how soon exits can run on it?
How settled your notice and settlement rules are. The release for exits holds resignation, handover, clearance, settlement and letters. The rules and some past exits come from you, and the proposal lists a date for every step.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle exit & offboarding today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements