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How do I initiate the exit process for a contractor?

You should initiate exit instead of deleting a contractor who has payroll history.

To initiate contractor exit:

  1. Click People on the left sidebar.
  2. Switch to the Contractors tab.
  3. Select the contractor.
  4. Click the More icon and select Initiate Exit Process.
  5. Enter exit details such as last working day and reason.
  6. Select the final settlement option and date.
  7. Click Proceed.

You will be redirected to process final settlement payroll.