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Process an Exit Request

Once an employee exit is initiated, it moves into the approval workflow.

Step 1: Open the Exit Request​

  1. Go to: 
    Employees → Exits → Requests
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  1. Click on the .
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  1. The Exit Request Panel will open.

You will see two sections:

  • Summary
  • Assets

Step 2: Review Exit Summary​

In the Summary tab, carefully review:

  • Exit Type (Resignation / Termination)
  • Notice Start Date
  • Last Working Day
  • Reason for Exit
  • Discussion Summary (if provided)
  • Rehire Eligibility
  • Current Approval Status

Make sure all information is correct before taking action.

At the bottom of the summary:

  • Enter your approval or rejection comment.
  • You may use the AI refine option to improve your comment.

This helps maintain proper records.

Step 4: Choose an Action​

You will see action buttons at the bottom.

Approve​

Click Approve if:

  • Details are correct
  • You agree with the exit request

What happens next:

  • Status changes to Approved
  • If multiple approval levels exist, it moves to the next approver
  • FNF (Full & Final) date field becomes available

Reject​

Click Reject if:

  • Information is incorrect
  • Exit should not proceed

What happens next:

  • Status changes to Rejected
  • Exit process stops
  • Employee exit must be re-initiated to restart

Step 5: Set Full & Final (FNF) Date​

This step appears only after approval.

  1. Select the Full and Final Date.
  2. This is mandatory.
  3. Choose the date when settlement is completed.
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You cannot complete the exit without this date.

Step 6: Manage Employee Assets​

  1. Switch to the Assets tab.
  2. You will see all assets assigned to the employee.
  3. Select the assets that have been returned.
  4. Click Mark as Returned.
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Important:

  • All company assets should be returned before completing the exit.

Step 7: Complete the Exit​

After:

  • Exit is Approved
  • FNF Date is selected
  • Assets are handled

Click:

Complete

What happens:

  • Exit is marked as Completed
  • Employee exit process is finalized
  • Status changes to Completed

After completion:

  • Exit cannot be edited
  • Workflow is locked

Exit Status Flow

  1. Pending
  2. Approved
  3. Completed

OR

  1. Pending
  2. Rejected

Who Can Do What?

RoleAction
ManagerApprove / Reject
HRApprove / Reject / Manage Assets / Complete
AdminFull Control

Important Notes for First-Time Users​

  • Always review details before approving.
  • Add comments for audit clarity.
  • Do not complete exit before asset clearance.
  • FNF date is mandatory for completion.
  • Once completed, exit cannot be modified.

Quick Checklist Before Completing​

✔ Exit Approved
✔ FNF Date selected
✔ Assets returned
✔ Comments added

If all are checked → Click Complete

Summary

The Exit Request panel helps you:

  • Review employee exit details
  • Approve or reject the request
  • Ensure asset return
  • Finalize the employee’s departure properly

Follow each step carefully to ensure a smooth and compliant exit process.