HR Business Partner coordinates employee departures using the employee record, a dated termination event in employment history and an Offboarding checklist. Onboarding tasks carry assigned work, due dates, completion status and evidence.
Onboarding checklists in one list
Payroll Admin reviews the final run before its approval.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep the person, manager, position and employment status together.
Employment history
| Employee | Event type | Effective date | Reason | Recorded by | |
|---|---|---|---|---|---|
| Meera Kulkarni | Termination | 01 Nov | Merit | Dalia Farah | |
| Nikolai Sokolov | Termination | 28 Oct | Market | Nikolai Sokolov | |
| Ruth Ndlovu | Termination | 19 Oct | Promotion | Hyejin Park | |
| Selma Idrissi | Termination | 28 Oct | Voluntary | Ari Cohen | |
| Meera Kulkarni | Termination | 19 Oct | Involuntary | Selma Idrissi |
Coordinate a departure with a dated checklist and visible progress.
Onboarding tasks
| Title | Category | Due date | Assignee | Status | Evidence | |
|---|---|---|---|---|---|---|
| Schedule exit interview | IT | 27 Oct | Meera Kulkarni | Blocked | Signed exit checklist.pdf | |
| Collect access badge | Facilities | 12 Oct | Meera Kulkarni | Blocked | Laptop return receipt.pdf | |
| Return issued laptop | Payroll | 14 Oct | Dalia Farah | Blocked | Final timesheet approval.pdf | |
| Transfer client accounts | HR | 17 Oct | Gabriel Ortega | Blocked | Access badge handoff.pdf | |
| Confirm final timesheet | Compliance | 19 Oct | Ari Cohen | Blocked | Benefits notice receipt.pdf |
Give each exit handoff an assignee, due date and result.
Onboarding tasks
| Title | Category | Due date | Status | Assignee | |
|---|---|---|---|---|---|
| Schedule exit interview | IT | 28 Oct | Pending | Nikolai Sokolov | |
| Collect access badge | Facilities | 12 Oct | In progress | Joaquín Silva | |
| Return issued laptop | Payroll | 15 Oct | Completed | Nikolai Sokolov | |
| Transfer client accounts | HR | 18 Oct | Blocked | Gabriel Ortega | |
| Confirm final timesheet | Compliance | 13 Oct | Skipped | Gabriel Ortega |
Keep dated employment changes alongside the current employee state.
Employees
Review the payroll period and employee statement at departure.
Approval conditions
| Run number | Calendar | Period start | Period end | Pay date | Status | |
|---|---|---|---|---|---|---|
| PR-87651 | Executive, monthly | 18 Oct | 27 Oct | 31 Oct | Pending approval | |
| PR-30212 | Separation payroll, weekly | 02 Nov | 08 Nov | 13 Nov | Pending approval | |
| PR-28339 | Quarterly bonus payroll | 22 Oct | 29 Oct | 07 Nov | Pending approval | |
| PR-89265 | Quarterly bonus payroll | 24 Oct | 29 Oct | 05 Nov | Pending approval | |
| PR-35713 | Operations, biweekly | 29 Oct | 02 Nov | 11 Nov | Pending approval |
Review enrollment and leave context before closing the departure.
Leave balances
| Employee | Leave type | Accrued | Taken | Pending | As of date | |
|---|---|---|---|---|---|---|
| Meera Kulkarni | Personal day | 870 | 530 | 190 | 18 Oct | |
| Gabriel Ortega | Accrued leave payout | 100 | 410 | 850 | 18 Oct | |
| Dalia Farah | Compassionate leave | 690 | 560 | 790 | 23 Oct | |
| Hyejin Park | Compassionate leave | 150 | 590 | 570 | 22 Oct | |
| Selma Idrissi | Accrued leave payout | 170 | 330 | 580 | 16 Oct |
Preserve prior employment context for a later return.
Job requisitions
Employee departure ships ready to use. One step needs a named approval before the work moves on: Review final pay (Payroll Admin).
Find the employee, manager and effective date.
HR checks the dated employment change.
Start the dated Offboarding checklist.
Assignees report results and evidence for Admin to record.
Payroll reviews the run and statement before approval.
HR checks outstanding work; Admin closes the checklist.
Open any onboarding checklist to see its onboarding tasks, the roles that work on it, its process stages and its approvals on one page.
Employee, Start date, Target completion and Status.
Each line is linked to this onboarding checklist.
CHRO / VP People and Admin, each with their own permissions.
Open exit checklist, with the role that acts.
Review final pay, with who decides.
Onboarding
| Title | Category | Due date |
|---|---|---|
| Schedule exit interview | IT | 27 Oct |
| Collect access badge | Facilities | 12 Oct |
| Return issued laptop | Payroll | 14 Oct |
Enter personal leave, time and goals work and read permitted pay, benefit and performance records.
Signed in as Payroll Admin
| Decision | Approver | |
|---|---|---|
| Review final payPayroll reviews the run and statement before approval. | Payroll Admin |
Everyone opens HRMS with Exit Management to the work that is theirs. Pick a role to see what it starts with.
Self-service record entry on leave, timesheets and goals; read-only on pay, benefits and performance.
This is the first screen this role sees.
Onboarding tasks · Employee
| Title | Category | Due date | Status | Assignee | |
|---|---|---|---|---|---|
| Schedule exit interview | IT | 28 Oct | Pending | Nikolai Sokolov | |
| Collect access badge | Facilities | 12 Oct | In progress | Joaquín Silva | |
| Return issued laptop | Payroll | 15 Oct | Completed | Nikolai Sokolov | |
| Transfer client accounts | HR | 18 Oct | Blocked | Gabriel Ortega | |
| Confirm final timesheet | Compliance | 13 Oct | Skipped | Gabriel Ortega |
Record entry on the learning catalog and training records; read-only on employees and positions.
Read-only visibility into requisitions and the hiring pipeline.
This is the first screen this role sees.
Job requisitions · Hiring Manager
Record entry across the hiring pipeline; read-only on employees.
This is the first screen this role sees.
Job requisitions · Recruiter
Record entry on payroll and tax tables; read-only on employees, benefits, leave and timesheets.
This is the first screen this role sees.
Payroll runs · Payroll Admin
| Run number | Calendar | Period start | Period end | Pay date | Status | |
|---|---|---|---|---|---|---|
| PR-87651 | Executive, monthly | 18 Oct | 27 Oct | 31 Oct | Pending approval | |
| PR-30212 | Separation payroll, weekly | 02 Nov | 08 Nov | 13 Nov | Pending approval | |
| PR-28339 | Quarterly bonus payroll | 22 Oct | 29 Oct | 07 Nov | Pending approval | |
| PR-89265 | Quarterly bonus payroll | 24 Oct | 29 Oct | 05 Nov | Pending approval | |
| PR-35713 | Operations, biweekly | 29 Oct | 02 Nov | 11 Nov | Pending approval |
Record entry on people and performance tables; read-only on pay and benefits.
This is the first screen this role sees.
Onboarding checklists · HR Business Partner
Read-only oversight across all 33 HRMS tables.
This is the first screen this role sees.
Leave balances · CHRO / VP People
| Employee | Leave type | Accrued | Taken | Pending | As of date | |
|---|---|---|---|---|---|---|
| Meera Kulkarni | Personal day | 870 | 530 | 190 | 18 Oct | |
| Gabriel Ortega | Accrued leave payout | 100 | 410 | 850 | 18 Oct | |
| Dalia Farah | Compassionate leave | 690 | 560 | 790 | 23 Oct | |
| Hyejin Park | Compassionate leave | 150 | 590 | 570 | 22 Oct | |
| Selma Idrissi | Accrued leave payout | 170 | 330 | 580 | 16 Oct |
Superuser: full record CRUD on all 33 HRMS tables, plus every view, report and app setting.
Read exit workload, termination history and pay review from connected records.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Pending | 47 | ||
| In progress | 24 | 51% | |
| Completed | 12 | 50% | |
| Overdue | 6 | 50% |
Sample counts per stage
Which checklists remain in progress or overdue?
Which assignee and due date need attention?
Which effective events were recorded for a person?
List employees marked Terminated or Rehireable with termination dates.
Which statement lines explain the reviewed run?
Which enrollments have an effective end date?
Which balance date supports the payroll review?
Review each checklist with its assigned tasks and completion status.
See how HRMS with Exit Management fits your kind of team.
Each stage of employee departure names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to configure and inspect the employee departure process.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 36 tablesStart with one team and one process, then add the rest once the basics are running.
Check employee, manager, department, position and payroll calendar references.
Decide who records the effective event, who approves a controlled change and how corrections are made.
Set task categories, assignees, due dates and evidence expectations.
Follow a representative employee from termination event through checklist and payroll review.
Add other departments and payroll calendars after owners can resolve a blocked task and a date mismatch.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure HRMS with Exit Management for your business. Begin with one department, one payroll calendar and a representative departure whose tasks and pay period you can inspect end to end.
HR Business Partner maintains employee and employment history records and coordinates the departure. Admin records checklist and task changes. Payroll Admin owns payroll review. Assigned employees report their task results.
Use the employee termination date and a dated Termination event in employment history. Compare both when rehearsing a departure.
Each task links to a checklist and carries an assignee, category, due date and status. The team agrees what evidence is needed for completion, and Admin records task updates.
The Blocked exit tasks view shows tasks marked Blocked with their assignee and due date. HR Business Partner can follow up before closing the checklist.
Payroll Admin opens the relevant run, statement and lines, then checks the period and related leave and benefit context before approval.
The employee record can carry Terminated or Rehireable status. Employment history retains the dated termination event and later rehire event when applicable.
Review the employee's benefit enrollments status and effective dates, then compare the departure date and payroll period.
Use the assigned task to record the actual response from the identity system. Agree the required acknowledgment with the system owner.
Use a normal exit and one blocked task or mismatched date. Ask each owner to find the next action in the records without a separate message.
Start free, then use Proto to change fields, steps and approvals before your team goes live.