When someone leaves
Record the exit. They keep read-only access to their records until their full and final settlement is published.
- For:HR
- Takes:2 minutes, twice
- On:computer or phone
Before you start
- You have the HR, HR administrator or Finance role, or you are the owner.
- You know their resignation date and their last working date.
When they resign: mark them On notice
- Open People, press the person's name, then press the Exit tab.
- Set New status to On notice.
- Enter the Resignation date, the Last working date and the Notice period days.
- Write the Reason and press Apply status and access change.
Exit moves this person to read-only access to their own payslips, payroll reports, documents and profile. They stay signed in until their full and final settlement is published, which ends access for good. To sign them out now, use Close access.
- Current status
- Employed
- Probation status
- Confirmed
- Probation ends
- 30/06/2026
- Confirmed on
- Not recorded
Mark them On notice now. Record the exit on or after 30/11/2026.
Apply status and access changeWatch out
While the last working date is still ahead, the tab says, for example, Mark them On notice now. Record the exit on or after 30/11/2026.
On or after the last working date: record the exit
- Open the person's Exit tab again.
- Set New status to Exited and check the dates.
- Write the Reason and press Apply status and access change.
- If people reported to them, you see, for example, 2 people still on the roll reported to this person and now have no manager. Press Open the work queue to assign a new manager and give each of them a new manager.
Tip
Exit moves this person to read-only access to their own payslips, payroll reports, documents and profile. They stay signed in until their full and final settlement is published, which ends access for good. To sign them out now, use Close access. They see: “You have read-only access to your own records. Access ends when your full and final settlement is published, so download what you need before then.”
Watch out
Their access ends when someone with the Finance role, or the owner, publishes their full and final settlement. Publishing ends this person's access for good. It cannot be undone.
If something goes wrong
| What you see | What to do |
|---|---|
| Mark them On notice until their last working date. Record the exit on or after that date. | Choose On notice for now. Record Exited on or after the last working date. |
| At least one super admin must stay on the roll. | This person is the only super admin, so they cannot leave the roll yet. Talk to the owner before you go on. |
| This person's status cannot be changed that way. | Check the Current status. Someone who is Not joined yet can go straight to Exited, but not to On notice. Someone who is already Exited cannot be moved at all. |
| This record changed elsewhere. Reload before saving your edits. | Reload the page, then make the change again. |