Workflow · People and HR
Exit checklist
A step-by-step exit list covering access, assets and final dues, with a person signing each step.
- Risk
- R3 A person does the last step
- Needs
- Exit notice
- A person
- is designed to decide at step 4
On request, as of 4 Nov 2026.
How it works
- Open the checklist when the notice is logged.
- List accounts and assets to recover.
- A person confirms each item is done.
- Prepare the dues summary for payroll.
- Close the checklist.
Needs from you: Exit notice; Asset list.
What it needs connected: Workspace users; HR records, read only.
Where a person is designed to decide: Prepare the dues summary for payroll.
These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.