Exit tasks
The checklist for a leaver. Statutory steps are kept separate from courtesy ones for a reason: a late experience certificate is an inconvenience, while a provident-fund date of exit that is never marked stops the ex-employee transferring or withdrawing their own money.
Find it under People › Offboarding in the sidebar, at /exits/tasks.
What the screen tells you
Statutory first, and separately. A late experience certificate is an inconvenience. A provident-fund date of exit that is never marked stops the ex-employee transferring or withdrawing their own money; they can only self-update after two months, and that is a grievance against you rather than a fix. The pack lists it as the commonest failure at this end of the employment.
What you can do here
- Open the checklist
What the list shows
- Who
- What is outstanding
- Due
- The exit
- Owner