Skip to content
An employee needs clearance from multiple departments while leaving an organization. The clearance request is sent to these departments to ensure the existing employees’ access is revoked and that company assets such as equipment, keys, and company cards are properly recovered.
To send the clearance request, you need to:
● Log in to the system as an HR manager.
● Click on the Manage Exit tab on the Dashboards page.
The Manage Exit page appears with a yearly exit dashboard and a monthly exit summary.
Under the Monthly Exit Summary, the table gives details on the exiting employee along with their last working date, the exit request initiated by, and the status of the request.
● Click on Actions. You can view multiple options to perform various tasks. Click View clearance details.
● The Manage exit >> Clearances required page appears with the details of the Clearance type and Clearance from. Select the names of the employees in various departments who can give clearance for the exiting employee.
● Click the Submit clearance button. A message suggesting that the final clearance request has been sent appears on the screen.
● All employees (to whom the clearance request is sent) get a notification in the message box. They can click the View icon in the message and approve the clearance request if all dues are clear.
● When the clearance from all departments is given, the HR manager gets notified. Click View to see the status of clearance from other departments, too.
● Or you can go to the Manage exit page and view the clearance status by clicking on the “View clearance details” link.
● Once all the departments of the company provide clearance information, the HR manager can move the employee to full and final settlement.
Learn more about Empxtrack Exit Management
Suggested Links
