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- HRMS with Exit Management
- Process
- Payroll review
Payroll 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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Review benefits and leave Payroll Admin
HR Business Partner and Payroll Admin inspect benefit enrollment; Admin supplies the dated leave balance.
- Identify changes affecting the period
- Updates Leave balances, Benefit enrollments
-
Review final pay Payroll Admin
Payroll Admin inspects the run, employee statement and statement lines. An authorized payroll approval moves the run from pending approval to Approved.
- Approve the reviewed run
- Updates Payroll runs, Pay statements, Pay statement lines
ApprovalA person approves before the work moves on. -
Close departure HR Business Partner
HR Business Partner confirms payroll follow-up is recorded alongside the checklist.
- Retain the review context
- Updates Onboarding checklists, Payroll runs
Who does what
Roles and permissions- Payroll Admin
- , HR Business Partner.
- 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.