Retain lifecycle events, route compensation exceptions and inspect departure handoffs.
HR Business Partner (HRBP) records the employee's lifecycle event, effective date, and previous and new position, manager or salary in employment history. Retain the reason and the person recording it. A promotion, transfer, compensation change or manager change needs the correct current employee context rather than unrelated edits made directly on the profile.
CHRO / VP People approves an out-of-band compensation change through the workflow. In-band compensation can flow through HR Business Partner (HRBP). Check the linked band and currency before treating an amount as within range; an unresolved comparison requires correction before application.
HR Business Partner (HRBP) reads the employee record and employment history together after the lifecycle workflow applies the event. Starting a leave of absence changes Active to On leave; returning restores Active. Inspect the recorded effective values and any retro-pay flag with Payroll Admin rather than claiming an automatically paid correction.
HR Business Partner (HRBP) uses the lifecycle route to mark the employee Terminated. The termination workflow writes employment history and creates an Offboarding checklist with assigned tasks. Keep the earlier employment history available for authorized follow-up and any later Rehire event.
Payroll Admin follows the final-pay task and its payroll run link. HR Business Partner (HRBP) coordinates scoped access, equipment and closure tasks. Evidence and completion dates explain task progress; an identity-provider request is separate from confirmed revocation at the external service.
CHRO / VP People inspects remaining checklist work and named task assignees. Hold blocked final-pay or access work visible until the responsible owner confirms the result. Inspect settlement and connected-account confirmations beside the recorded termination.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.