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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:
- Click People on the left sidebar.
- Switch to the Contractors tab.
- Select the contractor.
- Click the More icon and select Initiate Exit Process.
- Enter exit details such as last working day and reason.
- Select the final settlement option and date.
- Click Proceed.
You will be redirected to process final settlement payroll.