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- HRMS with Exit Management
- Process
- Employee departure
Employee departure
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 identifies the employee, manager, effective date and payroll calendar.
- Review current employment context
- Updates Employees
-
Review employment change HR Business Partner
HR Business Partner checks the person, effective date and reason before recording the termination event.
- Confirm the event details
- Updates Employment history, Employees
-
Record termination HR Business Partner
HR Business Partner enters the dated Termination event and confirms the employee status and termination date.
- Keep dated history with current status
- Updates Employment history, Employees
-
Open exit checklist Admin
Admin creates the Offboarding checklist with a target completion date.
- Start the employee handoff
- Updates Onboarding checklists
-
Complete assigned tasks Admin
Assignees report outcomes and evidence; Admin updates the task records and HR Business Partner follows blocked work.
- Record actual handoff outcomes
- Updates Onboarding tasks
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Close departure Admin
HR Business Partner reviews the child tasks and Admin closes the checklist when the recorded work is complete.
- Retain the completed handoff
- Updates Onboarding checklists, Onboarding tasks
Who does what
Roles and permissions- HR Business Partner
- , CHRO / VP People, Employee.
- CHRO / VP People
- Has oversight; Admin manages configuration.
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