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HR Exit Process Management

9.60 12.00

Ensure a compliant, secure, and professional departure for every employee with the HR Exit Process Management module. This comprehensive tool standardizes and automates the entire offboarding workflow, transforming a complex, multi-departmental process into a simple, manageable, and transparent one. From the initial resignation request to the final clearance, every step is tracked and managed. Create custom checklists for different departments (IT, Finance, HR), manage a multi-level approval process, and ensure that all company assets are returned and access rights are revoked, safeguarding your organization and providing a respectful experience for the departing employee.

  • Structured Exit Requests: Employees can formally submit their resignation requests, which triggers the offboarding workflow.

  • Multi-Department Checklists: Create and configure detailed offboarding checklists for various departments like IT, HR, Finance, and Administration to ensure all tasks are completed.

  • Automated Approval Workflow: Route exit requests through a multi-stage approval process, involving the department manager, HR manager, and general manager.

  • Clearance Management: Each department manager can approve their specific checklist items, ensuring all assets are recovered and responsibilities are handed over.

  • Integrated Exit Interviews: Schedule and conduct exit interviews directly from the exit request form, and even link Surveys to gather valuable feedback.

  • Comprehensive Reporting: Generate and print detailed PDF reports of the entire exit process for official records and compliance.

  • Centralized Tracking: HR personnel get a clear overview of all ongoing and completed employee exit processes from a single dashboard.

  • Ensures Compliance & Security: Guarantees that all necessary offboarding procedures are followed, from revoking system access to recovering company property, minimizing security risks.

  • Improved Efficiency: Automates a complex, manual process, saving significant time for HR, managers, and administrative staff.

  • Enhanced Professionalism: Provides a structured and respectful offboarding experience, helping to maintain a positive employer brand and alumni relationship.

  • Increased Accountability: Creates a clear, auditable trail of all approvals and checklist completions for each departing employee.

  • Prevents Knowledge Loss: Structured checklists can include reminders for knowledge transfer and documentation handover.

  • Streamlined Communication: Keeps all relevant departments informed and aligned throughout the entire exit process.

  • Valuable Insights: Gathers crucial feedback through integrated exit interviews to help reduce employee turnover.

This module allows organizations to handle employee exit processes or when employees leave the organization and allows your employee to configure exit process checklists and allow them to approve workflow of exit process flow.

Main Features :
  • Allow your HR team to configure Checklists for Exit Process management of employees.
  • Allow the HR team to create and manage an Employee Exit Request and workflow of the exit process request of the employee.
  • Allow you to set up Employee Exit Checklists under configuration.
  • Print Employee Exit PDF Report as shown sample.
  • For more details please see the video and check below screenshots.
Notes: Two new groups have been added by app:
1. Department Manager
2. General Manager.


Menus Available:

  • Employees
    • Configuration
      • Configure Checklists
    • Employee Exit
      • Exit Requests
      • Employee Exit Checklists
Testing Sample Users
  • HR Officer ===> Charlie Lewis
  • Department Manager ==> William Perry
  • HR Manager ==> James Bond
  • Genaral Manager ==> Calvin clane
  • Accounting Manager ==> Thomas Evans
  • Stock Manager ==> George Reed
  • Account Finance Manager ==> Oscar Kelly

Login With HR Officer

Menu - Employees [Standard]

Menu - Employee Exit/ Exit Requests

Employee Exit Request Form View

Employee Exit Request

Below screen allow employee to request for exit in organization. Employee request and confirm request and then it will be passed to workflow of approvals. Draft-Confirmed-Approved by Depatment-Apporoved by HR-Approved by General Manager-Done

We have integrated calendar meetings and survey on exit process form. This will allow HR department to arrange meetings with variaous departments and also ask employee to fill exit survey. You can see Meetings, Start Interview and Print Interview button on form.

Employee Exit Request Form View

Login With Department Manager

Employee Exit Request Form View with Approve by department Manager Button

Employee Exit Request Form View

Login With Accounting Manager

Menu - Employee Exit Checklists

Employee Exit Checklists Confirm Button

Employee Exit Checklists Approve Button

Employee Exit Checklists Form View

Login With Stock Manager

Employee Exit Checklists Confirm Button

Employee Exit Checklists Approve Button

Employee Exit Checklists Form View

Login With Account Finance Manager

Employee Exit Checklists Confirm Button

Employee Exit Checklists Approve Button

Employee Exit Checklists Form View

Login With HR Manager

Employee Exit Request Form View with Approve by HR Manager Button

Employee Exit Request Form View

Login With General Manager

Employee Exit Request Form View with Approve by General Manager Button

Employee Exit Request Form View

Login With HR Manager

Employee Exit Request Kanban View

Employee Exit Request List View

Employee Exit Request Calendar View

Employee Exit Request Pivot View

Employee Exit Request Bar Chat Graph View

Employee Exit Request Line Chat Graph View

Employee Exit Request Pie Chat Graph View

Print Employee Exit Report

Print Employee Exit Report

Menu - Configure Checklists

List View Of Configure Exit Checklists