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Settlements

Publish the full and final settlement of someone who has left. This ends their access for good.

  • For:Finance administrator and Owner
  • Takes:2 minutes
  • On:phone or computer

Before you start

  • HR has recorded the person's exit and last working day.
  • The person's last month has been through payroll. See Run payroll.
  • The person has downloaded what they need. Until you publish, they keep read-only access to their records; publishing ends it.
  • You are the Finance administrator or the Owner. An HR administrator can see the list but cannot publish.

Publish the full and final

  1. Open the menu and press Payroll, then Leavers awaiting settlement.
  2. Find the person. Check Exit-month payroll figures: the gross, deductions and net from the run for the month of their last working day.
  3. Under Full and final settlement, write Reason for publishing (at least 8 characters).
  4. In Type the employee code to confirm, type the employee code shown under their name.
  5. Press Publish full and final. The person's access ends at once, and their row leaves the list.
The numbers match the steps.

Watch out

Publishing ends this person's access for good. It cannot be undone.

Tip

Payroll calculations for the month of the last working day, shown per run. These are not a separate full and final calculation or a payment confirmation.

If something goes wrong

What you seeWhat to do
That is not this person's employee code. Type the code shown on their record.Type the code exactly as it shows under the person's name.
Add a reason of at least 8 characters.Write a longer reason: at least 8 characters.
No payroll run for the exit month yetPrepare and calculate the run for the month of their last working day first. See Run payroll.
No leavers are awaiting settlement.Nobody is waiting. The list shows only people who have left, whose login is still open and whose full and final is not yet published.
Full and final could not be published. Check the reason and try again.Check the reason and the code, then press the button again.
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