▶️Pay Settings

How To Configure Separation Settings?

Path: Cloud > Settings > Payroll > Pay Settings > Separation Setting

The Separation Setting page controls how employee separations are handled — whether master details stay editable after a separation is recorded, how far in advance a separation date can be set, and whether separations can go through after payroll has already been processed for that period.

Step 1: Log in to the Cloud Portal, open Payroll, go to Pay Settings, and select Separation Setting.

Step 2: Set Master details can be edited after separation made to Yes or No, depending on whether HR should still be able to edit an employee's master details once their separation is recorded.

Step 3: Enter a value in No. of months upto which separation date can be given. This is mandatory — it sets how far into the future a separation date can be set.

Step 4: Set Allow Separation After Payroll Process to Yes or No, depending on whether separations can still be processed after payroll has already run for that period.

Step 5: Under Separation Processing Control (Cloud), choose Separate Now to process the separation immediately, or Approve & Separate Later to route it through approval first. Click Save.

Important Note: Separate Now processes the separation immediately. Approve & Separate Later first approves the resignation, then auto-separates the employee at the end of day on their Last Working Date — Separate Now can still be used afterward to separate them immediately if needed.

Path Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=payroll&submodule=SeparationSetting

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