How to exit employees
Initiating an Exit:
Step 1: Log into the system by entering the correct credentials. After a successful log in, you should be able to see the home screen as below:
Step 2: Click on the arrow next to the Employees option on the left hand side menu. A list of sub modules will appear below it. Select Exits.
Step 3: Once you select Exits, the below screen will appear.
Step 4: To initiate an exit process, click on the Exit employee button on the right side of the screen. The screen below will appear:
Step 5: Enter the employee information required as shown below and click on Continue
The screen below will appear, displaying the assets that were assigned to the employee during their tenure in the company.
Step 6: Select the status of the assigned asset.
If Damaged or Lost is selected, the screen will appear as shown below, indicating the value of the machine. This can be adjusted as is required and deducted from the final dues of the employee:
Step 7: Click on Continue to proceed to the next step. The below screen will appear displaying the amount due to the employee based on their leave days,absent days and notice period. Deductions are also displayed on assigned assets that are lost or damaged. Loan information is also displayed, if the employee has any pending loan. Adjustments can be made accordingly to ensure the employee receives the correct amount due to them. After confirmation of accuracy, click on Finish
Once the exit has been successfully initiated, the employee’s name will appear in the list of initiated exits pending approval as shown below:
Step 8: To view exit details of an employee click on the vertical ellipses on the respective employees name and select View Exit.
The screen below will appear, displaying the exit details as shown:
Approving/ Disapproving a pending/ initiated exit
Step1: To approve an initiated exits, click on Exits, on the left hand menu, under the Employee module:
Step 2: The list of employee exits pending approval will be displayed as shown above. Click on the vertical ellipses against the name of the employee exit to be approved/ disapproved:
Step 3: To approve an exit, click on Approve. The below will be displayed for you to confirm your action:
Step 4: Click on Approve to confirm your action
Step 5: To Disapprove an employee exit, click on Disapprove and the screen below will appear. Enter the relevant information and click on to confirm your action.
Step 6: The success message will be displayed as below and the employee will no longer appear on the list of exits. They will automatically be reactivated.
