Offboarding & Full and Final settlement

An offboarding cycletracks one employee's exit end to end: a seeded task checklist, a status that moves through the exit stages, the Full and Final (F&F) settlement calculation, and the lettersthe leaver receives. WorkRight computes the statutory parts of F&F — gratuity (Payment of Gratuity Act §4), tax-exempt slices of gratuity and leave encashment (Income-tax Act §10(10) and §10(10AA)), and any notice-period recovery — and saves the result as a write-once snapshot (a permanent record under Companies Act 2013 §128).

• Run offboarding: an HR admin (a company_admin or hr_manager). Every offboarding screen except the letter-acknowledgement page is HR-admin gated, on the screen and at the backend.
• 2FA:computing F&F is a step-up two-factor (TOTP) action, because it writes an immutable financial snapshot — so 2FA must be set up on your account first.
• Acknowledge a letter: only the addressed recipient (for warning / show-cause notices).

F&F draws on the leaver's salary fields (Basic and HRA) and their work start date, so make sure the employee record is complete — gratuity eligibility depends on tenure (five years of continuous service). Recover company assets as part of the exit checklist.

1. Open HR → Offboarding and click New. Pick the employee, set the last working day, notice period and reason. Tasks are seeded automatically. (Back-dating the last working day more than 30 days needs an explicit confirmation.)
2. Open the cycle to see its header (status, reason, last working day, notice), the Actions panel that moves it to the next valid stage, and the task checklist with assignees.
3. If an ICC seat handoff task is present (where the leaver sat on the Internal Committee), complete the handoff so POSH committee quorum is preserved before you close.

1. Once the cycle reaches the F&F-pending stage, the F&F compute panel opens. You enter the HR input lines — notice-period days served, outstanding advances, TDS on F&F, and any additional payments or additional deductions.
2. Gratuity, leave encashment and the notice-period recoveryare computed for you — you don't hand-key them. Enter a sensible figure for the input lines (a one-extra-digit typo is caught before you submit).
3. Submit. You'll be asked for your 2FA code, and WorkRight writes the F&F snapshot. From then on it's shown read-only — additions on one side, deductions on the other, the final payable highlighted, and flags showing which rules applied (gratuity eligible / forfeit, the tax-exempt amounts).

From the cycle's letter library you can generate, send and download the cycle-bound letters:

• Relieving letter — confirms the separation.
• Experience letter — service record, with an optional manager summary.
• F&F statement— the settlement statement; this one requires the F&F snapshot to exist first.

Tenant-wide letters that aren't tied to one exit — warning / show-cause and probation confirmation — live in the Letterstab's template library. A warning letter must be acknowledgedby the recipient before you can rely on the "they were notified" disposition; the employee opens it, previews the PDF and confirms receipt (which is not an admission of any underlying conduct).

Once the tasks are done and F&F is settled, move the cycle to closed. The F&F snapshot stays immutableas a statutory record, and the generated letters remain available to download or re-issue. If you spot an error after locking, you handle it outside the locked snapshot rather than editing it — that's what keeps the exit audit-clean.

• HR documents, assets & onboarding — recover assets and store exit documents.
• Run your first payroll — where the leaver's salary fields come from.
• HR software for India — what the HR platform covers.