Exit clearances

What it is

A checklist of items each leaving staff member must return or settle.

Why it matters

Makes sure nothing is left owed when someone leaves.

When to use it

HR tracks outstanding items until each leaver is fully cleared.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click HR to open it.
3. Click Exit clearances.

What you see

Exit clearances · click the picture to enlarge

Buttons on this screen

• Open an exit — opens a form to add a new one. See Filling in the form below.

Filling in the form

1. Click the New button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (3 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Exit clearances · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Staff *	choose	Choose the staff member who is leaving.
Reason *	choose	Choose why they are leaving, such as retirement or contract end.
Last working day *	date	The last day they will work. Pick it from the calendar.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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