How to Handle Resignation Procedures

Overview

When an employee leaves, resignation procedures give you a checklist-driven offboarding process so exits are handled properly and consistently — assets returned, access removed, final pay settled.

Steps

1. Go to HR > Resignation Procedures (/admin/hr_profile/resignation_procedures).
2. Start a procedure for the leaving employee.
3. Work through the quit-work checklist, marking each step as it is completed.
4. Update each step's status until offboarding is fully complete.

Tips

• A standard checklist ensures company property and access are always recovered.