Offboarding & final settlement

Exits handled properly, down to the last payslip

Record the exit once and Nexa People queues clearance and the exit interview, then works out an itemised final settlement from live salary, leave and loan data.

  • Itemised settlement
  • Preview first
  • Access closed on exit
Employee handing back a laptop and badge to HR on their last day
app.nexapeoplehr.com/employees
Employee exitsRun settlement
ExitsFinal settlementClearanceExit interviewsApprovals
Preview only · nothing is saved until you run the settlement
EmployeeExit typeLast dayStatus
RMRachel MooreFinanceResignation31 AugSettlement
TBTom BeckerSalesContract end24 AugClearance
HSHana SatoSupportResignation15 AugSettled
CMCarlos MendozaSalesTermination02 AugSettled
Final settlement · Rachel Moore
Resignation · 4.6 years of service
Earned salary (Aug)5,400.00
Leave encashment+ 1,620.00
Gratuity+ 6,210.00
Held salary released+ 2,250.00
Loan balance− 1,388.00
Net settlement14,092.00
Read from the live salary, leave and loan records.

Why it matters

A respectful exit, and numbers nobody has to argue about

Exits, clearance and an itemised final settlement worked out from live pay, leave and loan data. Earned pay, leave encashment, gratuity, held salary and loan balances are settled line by line, so nobody has to argue about the numbers.

app.nexapeoplehr.com/employees
Employee exitsRun settlement
ExitsFinal settlementClearanceExit interviewsApprovals
Preview only · nothing is saved until you run the settlement
EmployeeExit typeLast dayStatus
RMRachel MooreFinanceResignation31 AugSettlement
TBTom BeckerSalesContract end24 AugClearance
HSHana SatoSupportResignation15 AugSettled
CMCarlos MendozaSalesTermination02 AugSettled
Final settlement · Rachel Moore
Resignation · 4.6 years of service
Earned salary (Aug)5,400.00
Leave encashment+ 1,620.00
Gratuity+ 6,210.00
Held salary released+ 2,250.00
Loan balance− 1,388.00
Net settlement14,092.00
Read from the live salary, leave and loan records.
  • Settlement, calculated

    Earned pay, leave encashment, gratuity and recoveries worked out from live data.

  • Nothing forgotten

    Clearance and exit-interview queues fill themselves from the exit record.

  • Access closed on time

    After settlement, the employee is made inactive and their login is disabled.

01The exit record

Record the exit once, and the rest follows

Capture the exit type, resignation and leaving dates and a reason. Flags decide whether clearance and an exit interview are needed and whether the login is restricted, and the right queues fill up on their own.

  • 8 exit types, with resignation and leaving dates
  • Clearance and exit-interview queues filled automatically
  • Restrict login and inactivate automatically
  • One approvals queue for exits and settlements
HR colleague receiving equipment from a departing employee

02Final settlement

An itemised final settlement you can preview

Preview the settlement before anything is saved. Nexa People reads the live salary setup, leave balances and loans to work out earned pay, encashment, gratuity, notice and recoveries, line by line.

  • Earned salary pro-rated to the leaving date
  • Leave encashment from the live balance
  • Gratuity by your policy and minimum service years
  • Loan balance recovered, and any held salary released
Settlement previewNot saved yet
  • Earned salary

    1–31 Aug, pro-rata

    5,400.00
  • Leave encashment

    9 unused annual days

    +1,620.00
  • Gratuity

    4.6 years of service

    +6,210.00
  • Loan recovery

    Outstanding balance

    −1,388.00

Nothing is saved until you run the settlement.

03Clearance and interviews

Clearance and exit interviews in one place

Everyone leaving with clearance or an exit interview flagged shows up in the right queue. Keep templates for your clearance list, questionnaires and interviews so every exit is handled the same way.

  • Clearance queue of everyone due to clear
  • Exit-interview queue
  • Templates for clearance, questionnaires and interviews
  • Export each exit to CSV
Rachel Moore · FinanceResignation · last day 31 Aug
Exits this month3

Interview

1 item

  • Tom Becker · Sales

    Contract end · 24 Aug

Settled

1 item

  • Hana Sato · Support

    Resignation · 15 Aug

Want a settlement worked out for your own rules? Talk to sales.

Free for 24 hours

How it works

From setup to done, step by step

Set it up once with our team. After that, it runs every day on its own.

  1. 1

    Record the exit

    Enter the exit type, dates and reason, and choose the clearance and interview flags.

  2. 2

    Clear and interview

    The employee appears in the clearance and exit-interview queues automatically.

  3. 3

    Preview the settlement

    See every line of the final settlement before anything is saved.

  4. 4

    Run and approve

    Run the settlement and send it through your approvals queue.

  5. 5

    Close access

    The employee is made inactive and their login is disabled automatically.

Nexa AI

Ask Nexa to prepare a final settlement

Nexa reads the exit, salary, leave and loan records and prepares the settlement preview for you. Running it always waits for your confirmation.

See how the Nexa agent works
  • “Prepare the final settlement preview for Rachel Moore.”

    Preview ready: earned salary 5,400.00, leave encashment 1,620.00, gratuity 6,210.00, loan recovery 1,388.00. Net 11,842.00.

  • “Who is leaving this month and still needs clearance?”

    2 people still need clearance: Rachel Moore (Finance) and Tom Becker (Sales).

  • “How many exits did we have this quarter, by type?”

    11 exits this quarter: 7 resignations, 3 contract ends and 1 termination.

Everything included

Every detail of offboarding, covered

8 exit types
Resignation, termination, contract end and more.
Server-side settlement
Calculated from live salary, leave and loan data.
Itemised lines
Earned pay, encashment, gratuity, notice and recoveries.
Gratuity rules
Your policy with a minimum service of 1 to 5 years.
Loan recovery
Outstanding loans and advances deducted on exit.
Clearance queue
Filled automatically from the exit flags.
Exit interviews
A queue of everyone due an interview, with templates.
Automatic inactivation
Inactive status and login disabled after settlement.
CSV export
Export each exit for your records.

Talk to sales

Settle every exit correctly, the first time

Earned pay, leave encashment, gratuity, held salary and loans worked out line by line from live records. Talk to sales about your gratuity rules, or start free today.

  • 01Itemised settlement
  • 02Your gratuity rules
  • 03Loans and holds settled

FAQ

Questions about offboarding

Anything else? Talk to our team.

Earned salary pro-rated to the leaving date, leave encashment, gratuity under your policy, the notice period, any salary that was on hold, and recovery of outstanding loans and advances, plus negative leave balances if you choose. Each is shown as its own line.

Yes. The settlement is previewed on the server first and nothing is saved until you run it.

From the employee's live salary setup, leave balances and loans, the same records payroll uses, so there's nothing to re-enter.

After the settlement, the employee is automatically marked inactive and their login is disabled.

Yes. Their record is never deleted, and re-hire restores it with its full history.