➡️Exit

This page provides a step by step guide for FAQs related to 'Exit' menu in the Cloud portal

1. How to Separate Employees from the System or Make an Employee Inactive? How to left employee?

Step 1: Log into the cloud portal and select the 'Payroll' menu.

Step 2: Click on the 'Transaction' tab.

Step 3: Select ’Separation’ from the sub-tab as shown below.

Step 4: Search and select the employee that you want to separate.

Step 5: Select the separation type, resignation day, and other details as per your requirement and click on the ‘Save’ button.

Step 6: To check the details of separated employees (former employees) who left the company, click on the ‘Left Employees’ button.

Note: You may proceed with the Full and Final Settlement after completing these steps.

Path: Cloud Portal>Payroll>Transaction>Separation>select Employee and other required details>Save

For any queries, contact [email protected]

2. How to re-join an employee or make inactive employee active again?

The process of activating an inactive employee or separated employee is also known as an employee release.

Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, click on the ‘Transaction’ submenu and select the ‘Release Employee’ option.

Step 2: On the separation release page you need to select the name of separated employee from the ‘Employee’ field. The system will fetch the information such as type of separation, reason for separation and the separation date.

Step 3: Enter the re-joining date in the ‘Release Date’ field and click on the ‘Release’ button and the employee will be re-joined.

For any queries, contact [email protected]

3. Why am I unable or facing some issue to exit/separate employee?

If you are facing some issue exit/separate employee, because you get error regarding any leave/regularisation/on duty/loan/or other applied request is pending from employee.

1. Ask the respective to manager to act on the pending request.

2. Once all the pending requests are cleared, proceed with the separation process.

For any queries, contact [email protected]

4. What is HR separation approval lock?

In this setting if you choose that the HR approval is required for the separation process then HR approval will be mandatory for employee to be separated. If you don’t activate HR separation approval lock, in that case HR approval won’t be necessary for employee separation.

For any queries, contact [email protected]

5. What is monthly input in FnF process (Full and Final settlement process) and Payroll Process??

In the Payroll and FnF (Full and Final) settlement, monthly input refers to the the salary, benefits, or other monetary elements for example LOP Days/Week Off/Paid Days/leave encash days or any other element added as per company requirements that are considered while calculating the employee’s final dues. In simple terms, these inputs ensure the employee receives the correct amount of salary, bonuses, or reimbursements for the last working month.

For any queries, contact [email protected]

6. What is the meaning or function of ‘Activate FnF’ process?

The options (Yes/No) given for term ‘Activate FnF’ in the separation process refers to enabling or disabling the Full and Final (FnF) settlement workflow as part of an employee's separation process.

Here's what the explanation means in simpler terms: Activation Setting:

• If ‘Activate FnF’ is set to ‘Yes’, the FnF process is integrated into the separation workflow.

• If set to ‘No’, the FnF process is not included into the separation workflow.

When FnF is Activated (Yes):

• The system redirects the process to the FnF Employee Self-Service (ESS) module.

• This initiates the workflow to send the FnF form to all relevant department heads and HR for review and approval.

• These details can also be viewed in the FnF settlement interface during the FnF process.

When FnF is Not Activated (No):

The separation process does not include the FnF workflow.

The ESS FnF module is bypassed, and the related approvals and processes are not initiated.

Essentially, activating the FnF ensures that the settlement process is formally triggered, involving all relevant stakeholders, whereas deactivating it keeps the process outside of the ESS module.

For any queries, contact [email protected]

7. How to edit/change/update resignation date of employee?

To change the resignation date of an inactive employee, you need to follow the 2 steps given below.

1. Release the employee/activate the employee

2. Separate employee/make employee inactive with the new resignation date

For any queries, contact [email protected]

8. How to cancel or withdraw or reverse or undo the separation of employee?

If you have already separated the employee you can release the employee to cancel/withdraw/reverse/undo the separation of employee.

For any queries, contact [email protected]

9. How to remove or delete the name of the exit employee?

You can’t delete or remove the Exit or left employee, if any transaction has been performed on the employee’s profile such as, leave credit, shift added, attendance marked, payroll processed. While you can separate the employee with the separation process.

For any queries, contact [email protected]

10. How to get FnF salary of separated (left) employee?

To get salary of the separated employee you can do two things,

• Download FnF slip

• Download FnF Report

For any queries, contact [email protected]

11. Exit request or separation entry is not visible in the ESS portal?

If the exit request is not visible, check the following factors.

• Self-service role assigned to employee correctly

• Exit module selected in the Role allocation for the self-service role assigned to employee

• Ensure that employee has submitted the exit request

• The manager is added for separation module under approval matrix in the employee profile

For any queries, contact [email protected]

12. How to resign an employee?

When you want to resign an employee you nee to separate an employee from the system.

For any queries, contact [email protected]

13. I am facing an issue with FnF (Full and Final) calculation process.

If you are facing any issues while processing FnF, please check the following factors

1. Employee is separated

2. Salary Days and LOP days are marked correctly

3. Ensure monthly input components such as gratuity, leave encash, income tax, OT days and more are right according to your company policy

4. Once the FnF is processed download the Preview to verify the calculation

5. If you notice that changes are required you can delete the FnF, make changes as requires and process the FnF again.

For any queries, contact [email protected]

14. How to check employee confirmation module and confirmation form configuration?

To check employee confirmation module of confirmation form configuration kindly check the doc with details of confirmation module and configurations. https://docs.pockethrms.com/module-guides/confirmation-module

For any queries, contact [email protected]

15. How to separate employees?

To know the process to separate employees, you can refer to below link: https://docs.pockethrms.com/faqs/cloud-portal/exit

For any queries, contact [email protected]

16. Separation of Employees from System?

To separate an employee from system please refer to the link below: https://docs.pockethrms.com/faqs/cloud-portal/exit#id-1.-how-to-separate-employees-from-the-system-or-make-an-employee-inactive-how-to-left-employee

For any queries, contact [email protected]

17. How to update left date / exit date / LWD?

To update employees left date / exit date / LWD you need release the employee (Please refer to the link https://docs.pockethrms.com/faqs/cloud-portal/payroll/transactions#id-2.1-how-to-release-the-employee-or-activate-the-employee) After release you can separate the employee with the updated exit date. (Please refer to the doc link https://docs.pockethrms.com/faqs/cloud-portal/payroll/transactions#id-2.2-how-to-separate-employee-with-a-new-separation-date)

For any queries, contact [email protected]

18. How to inactive an employee if he is been absconded?

Refer the link below to know the process:

Exit | Pocket HRMSdocs.pockethrms.com

For any queries, contact [email protected]