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Initiate Exit

This guide explains how to initiate an employee exit request.

An exit request starts the formal separation workflow.

Step-by-Step Process​

Step 1: Navigate to Employee Tab → Click on 👁 View Icon​

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Step 2: Click on Actions button then click Initate Exit​

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Step 3: Fill Exit Details​

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1️⃣ Exit Type​

Choose one:

  • Resignation
  • Termination

2️⃣ Discussion with Employee​

Question:

Did you have discussion with employee regarding this?

Options:

  • Yes
  • No

If "Yes" is selected:​

A Discussion Summary field appears.

This field:

  • Is required
  • Supports AI-assisted content generation
  • Allows summary refinement
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3️⃣ Termination Reason​

Select a reason from dropdown.

If Reason = "Others"​

An additional Reason Text Area appears.

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Termination Notice Date​

Select the notice start date.

This date is used to:

  • Calculate notice period completion
  • Auto-generate last working day

Notice Period Logic​

The system calculates notice completion date using:

  • Notice duration
  • Duration type (days / weeks / months)
  • Notice start date

If no notice policy exists:

  • Default 30 days applied
  • System marks last date as auto-generated

Last Working Day​

Two options:

Option 1: Notice Period as Per Policy​

Auto-calculated based on:

  • Notice start date
  • Notice duration

Displays:

Notice Period as per policy - [Calculated Date]

Option 2: Custom Date​

User selects a manual last working date.

If manually edited:

  • Auto calculation stops
  • System respects manual override

Rehire Eligibility​

Checkbox:

Mark employee as OK to rehire

Step 4: Submit Request​

Click:

Save
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What Happens Next?​

  1. Exit request enters approval chain
  2. First approver receives notification
  3. Approval workflow begins
  4. Status updates automatically
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Notifications​

System sends:

  • Notification to approvers and to the employee whose exit is initiated
  • Update notification on approval/rejection

Approval Chain Behavior​

Exit approval follows configuration order:

Example:

  1. Admin/HR always receives
  2. Reporting Manager
  3. Departmental Head

Important Notes​

  • Exit configuration must exist before initiating.
  • Only one active configuration allowed.
  • Last working date should follow notice policy.
  • Approved exit cannot be edited.

Cancelling Exit​

If status is still Pending:

  • Exit may be cancelled

After approval:

  • Cannot cancel directly
  • Requires admin action

Best Practices​

  • Validate last working date
  • Confirm handover completion
  • Check pending assets
  • Verify payroll settlement
  • Communicate clearly with employee

Summary​

Initiating an exit:

  • Starts formal separation workflow
  • Triggers approval chain
  • Ensures structured process
  • Maintains compliance and audit trail