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- HRMS with Exit Management
- Integrations
Integrations
Plan the external handoffs that surround an employee departure.
- HRMS with Exit Management
- Identity provider
- Equipment inventory
- Benefits carrier
- Bank payment
- Calendar and learning systems
Systems to connect
- Identity provider. Arrange account access changes with the system that owns login and access.
- Equipment inventory. Route returns to the system that tracks assigned devices and receipt.
- Benefits carrier. Confirm coverage changes and effective dates with the provider of record.
- Bank payment. Reconcile a paid payroll status with the payment system’s actual result.
- Calendar and learning systems. Agree whether interview or training activity needs an outside handoff during a transition.
How connections are governed
Name an owner for each connection and decide which acknowledgment counts as completion. Keep the related task open until its assignee reports the outcome and Admin records it. Payroll Admin should reconcile external pay confirmation to the relevant payroll runs period and pay statements records. Review a failed or delayed response before changing the local record’s status.
Set up HRMS with Exit Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.