Exit Management
Just like onboarding, employee separation also creates an unforgettable experience.
With Zoho People, you can fully digitize and automate the exit process with relevant full and final documents.
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Resignation
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Knowledge transfer
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Exit Interview
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Exit Clearance
Resignation
Let employees submit their resignation on their portal and the manager will approve according to approval metrics in your organization. Customized workflows will send automated emails to the concerned parties as per the relevant timeline.
Knowledge transfer
Zoho People can digitize the knowledge transfer process. These records ensure a transparent automated process. This will keep both employees and managers ready with the information. Never miss the handover/Customized Knowledge transfer form/Pass on the knowledge to replacements/ Integrated with Exit Clearance.
Exit Interview
Customized form/Collect employee feedback/Know organizational feedback.
Exit Clearance
Digital Exit Clearance/Custom Button/Record to stay in the system / No Paper/easy to track/easy recollection/re-issuance of the documents.
-
Resignation
-
Knowledge transfer
-
Exit Interview
-
Exit Clearance
Resignation
Let employees submit their resignation on their portal and the manager will approve according to approval metrics in your organization. Customized workflows will send automated emails to the concerned parties as per the relevant timeline.
Knowledge transfer
Zoho People can digitize the knowledge transfer process. These records ensure a transparent automated process. This will keep both employees and managers ready with the information. Never miss the handover/Customized Knowledge transfer form/Pass on the knowledge to replacements/ Integrated with Exit Clearance.
Exit Interview
Customized form/Collect employee feedback/Know organizational feedback.
Exit Clearance
Digital Exit Clearance/Custom Button/Record to stay in the system / No Paper/easy to track/easy recollection/re-issuance of the documents.
Step - 01
Resign digitally
There is no need to email or paper resignation. An employee can submit their resignation in the portal. Tentative last working day is automatically calculated as per notice period policies.
Step - 02
Manager/HR Approval
Approvals will be automated. Based on approvals, workflows will be triggered for further processes. The final date of relief can be edited during discussion.
Step - 03
Automated Notification Email
Employees will get a notification to initiate and complete their knowledge transfer. This will be further approved by their Line Managers or HoDs.
Step - 04
Time based automated email notification
It will be sent to the employees to initiate their exit interview processes. Automated emails will be triggered to relevant departments to issue the clearance. Once the process is completed, an Experience letter or relevant documents will be emailed to the employee, closing the loop.
Step -01
Customised Form Layouts
You can ask for customized form layouts for resignation requests, exit interviews and knowledge transfer to capture all relevant information as needed.
Step -02
Resignation Approval
The manager will receive an email notification to check and approve the resignation request raised by the employee. Managers have a dedicated section to put their remarks. Hierarchical approval can be configured to meet organization policies.
Step -03
Exit Clearance Task List
Task Lists can be configured to relevant departments/persons to provide clearance to the existing employee. Once the attached tasks are completed by the task owners, the system will send an email to the HR department. Clearance Status will be auto-updated based on the Zoho People portal.
Step -04
Experience & Relieving letter
It can be downloaded and emailed at the click of a button. This can only be initiated post-approval and completion of the exit processes.
Step -05
Customized Reports
It can be downloaded and emailed at the click of a button. This can only be initiated post-approval and completion of the exit processes.
Disclaimer – These are suggestive workflows only. Actual workflows and policies will vary from organization to organization.
FAQs
You can automate resignation, exit clearance and knowledge transfer in the exit module. Also if there is any additional requirement our team will be happy to take your requirement and customize the solution.
Yes, you can configure exit clearance based on task. You can do admin clearance, IT clearance, Hr clearance, departmental clearance.
Can we take online confirmation/declaration from the exiting employees?
Yes, you can auto disable HRIS for an employee on the last working day. You can also decide the time eg 9pm on the last working day.
Yes, you can create an experience letter in the portal and also schedule it to be sent automatically or you can download and send it to the employee. Full & final letter can also be configured in zoho hris portal.
It can be achieved through automation feature in zoho hris portal
Yes, you can use zoho analytics under the report section to get a report like this.
Yes, you can totally customize the exit module and process as per the organization requirement. Our solution architect team will be happy to help you once you give them a download of the process.