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- HRMS with Exit Management
- Process
- Benefits and leave review
Benefits and leave review
The process begins with a known employee and an agreed effective date. HR Business Partner owns the departure context. Payroll Admin reviews pay-period effects, while task assignees report the work they complete. Keep the handoff tied to the employee record so the next person can inspect it without reconstructing the case from messages.
Step by step
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Prepare departure HR Business Partner
HR Business Partner checks the employee and effective date.
- Choose the correct employee
- Updates Employees
-
Review benefits and leave Payroll Admin
Payroll Admin compares enrollment dates, status and leave requests; Admin supplies the dated balance for review.
- Identify remaining coverage and leave
- Updates Benefit enrollments, Leave requests, Leave balances
-
Review final pay Payroll Admin
Payroll Admin uses reviewed context when inspecting the relevant statement and run.
- Resolve pay-period questions
- Updates Pay statements, Payroll runs
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- HR Business Partner
- , Payroll Admin.
- CHRO / VP People
- Has oversight; Admin manages configuration.
Set up HRMS with Exit Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.