Exit payroll

Close employee payroll with every balance accounted for.

Calculate the final payable amount during offboarding by combining eligible leave encashment, retirement or fund balances, gratuity-style amounts, outstanding loans and final payroll adjustments.

Sign up free
Leave encashment Loan recovery Settlement output
01Start separation
02Clear every item
03Calculate settlement
04Complete settlement
05Issue exit output
CONTROL SURFACE

Final Settlement controls keep records clean and traceable.

Choose a view to see how this module keeps daily HR work structured and reviewable.

Separation context

Employee

The final settlement starts from a specific employee separation record.

Values remain traceable in HRM.
Employee detailSynced
THE FOUNDATION

Final Settlement workflows that stay connected.

Calculate the final payable amount during offboarding by combining eligible leave encashment, retirement or fund balances, gratuity-style amounts, outstanding loans and final payroll adjustments.

  1. Clearance inputs

    Offboarding checks assets, loans, funds and other obligations before settlement.

    01
  2. Payable calculation

    Eligible leave, fund balances and gratuity-style values can increase final pay.

    02
  3. Recovery calculation

    Outstanding loans or deductions reduce final payable amount and can create payroll adjustment records.

    03
BUILT FOR CONTROL

Details that make final settlement dependable.

01

Separation-linked calculation

Final settlement belongs to an employee offboarding record.

02

Clearance gate

Settlement will not run until every clearance item is completed or waived — completion is then one deliberate action.

03

Country-aware gratuity

Gratuity eligibility and formula come from the company's country rules, with an HR override available.

04

Fund balance handling

Only a withdrawal pays cash; transfers and forfeitures close the full fund balance with the intent recorded.

05

Payroll adjustment fit

Negative or positive settlement values can be reflected in payroll adjustments.

06

Exit document support

The experience certificate is issued automatically and emailed with its PDF at completion.

WORKFLOW LIFECYCLE

Final Settlement work stays structured from setup to review.

Calculate the final payable amount during offboarding by combining eligible leave encashment, retirement or fund balances, gratuity-style amounts, outstanding loans and final payroll adjustments.

  • Start separation
  • Clear every item
  • Calculate settlement
  • Complete settlement
01
Start separationFinal Settlement
Ready
02
Clear every itemFinal Settlement
Ready
03
Calculate settlementFinal Settlement
Ready
04
Complete settlementFinal Settlement
Ready
05
Issue exit outputFinal Settlement
Done
CONNECTED BY DESIGN

Final Settlement works with the rest of HRM.

Offboarding

Shared context keeps this workflow aligned with offboarding records.

Connected

Leave Balances

Shared context keeps this workflow aligned with leave balances records.

Connected

Loans

Shared context keeps this workflow aligned with loans records.

Connected

Payroll Adjustments

Shared context keeps this workflow aligned with payroll adjustments records.

Connected

HR Letters

Shared context keeps this workflow aligned with HR letters records.

Connected
COMMON QUESTIONS

What HR teams usually ask about final settlement.

Leave balances, fund balances, outstanding loans, deductions and the separation record.

If deductions exceed payable amounts, the system can create a recovery-style payroll adjustment.

No. It is the payroll calculation inside the offboarding process.

Operentra HRM / Final Settlement

See how final settlement fits your HR operation.

Map your current workflow to the right HRM setup, permissions and rollout plan.