## Zoho Payroll Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/payroll/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Contractor Exit

If a contractor exits from your organisation, whether it is due to termination by the employer, resignation, death, or due to some disabilities, you’ll have to **Initiate Exit Process** for that in Zoho Payroll.

To initiate exit:

*   Go to **Contractors** from the left sidebar and select the contractor for whom you want to initiate the exit process.
*   Click **More** icon and select **Initiate Exit Process**.

![Initiate Exit Process](/in/payroll/help/images/contractors/initiate-exit-process.png)

*   In the Contractor **Exit Details** page, you’ll have to enter details regarding the exit.

![Exit Details](/in/payroll/help/images/contractors/enter-exit-details.png)

**Field**

**Description**

Last Working Day

Enter the last working day of the contractor.

Reason for Exit

Reason the contractor is leaving the organisation.

Personal Email Address

The contractor’s personal email address in which you’ll be sending the full and final settlement payslip.

Notes

Internal comment for initiating the exit process.

*   Select when you want to settle the final pay on a given date.
    
*   Select the final settlement date.
    
*   Click **Proceed** after entering all the details in the respective fields.
    

## Process Final Settlement Payroll

If you’ve chosen to settle the final pay on a given date, you’ll be redirected to the **Final Settlement Payroll** page, where you can:

*   Enter the **Organisation’s Payable Days** and **Contractor’s Payable Days** for that particular month.
*   Enter the **LOP** (Loss Of Pay) days, if any.
*   Enter **Additional Earnings** for the contractor if any. Additional earning is an earning other than the contractor’s regular salary.

![Final Settlement Payroll](/in/payroll/help/images/contractors/final-settlement-payroll.png)

*   If any amount has to be deducted from the contractor’s salary, you can enter it under **Deductions** by clicking **Add Deduction**.

![Add Deduction](/in/payroll/help/images/contractors/add-deduction-exit.png)

*   You can enable notice pay by checking the option under **Notice Pay** for the contractors who are in their notice period.
*   If the organisation owes the contractor, select **Payable** and if the contractor owes the organisation, you can select **Receivable**.
*   Enter the amount in the **Payable Amount** or **Receivable Amount** field.

![Notice Pay](/in/payroll/help/images/contractors/notice-pay.png)

*   If you want to enter any note in the final settlement slip, you can add them under **Notes**.
*   Click **Save and Continue** to proceed.
*   In the following page, click **Submit** to proceed with the exit. If you’re a user who has approve access then click the **Submit and Approve** button.

After getting the pay run approved, you’ll have to record payment in the **Pay Runs** page. Here’s how:

*   Go to **Pay Runs** and click **View Details & Pay**.
*   Click **Record Payment** on the top right corner of the page.
*   Select the payment date and check the **Send payslip notification to exited contractor** option, if you want to send payslip notification to the contractor.
*   Click **Confirm** to record the payment.

![Record Payment](/in/payroll/help/images/contractors/record-payment.png)

## Process Final Settlement For Multiple Contractors At Once

If you’re looking to terminate multiple contractors simultaneously, you have two methods to achieve this: importing data or manually adding contractors to the final settlement payroll.

**Method 1: Importing Data for Bulk Termination**

**Note:** You can process bulk termination of contractors by importing data in the correct format.

*   Go to **Contractors**.
*   Click the **More** icon on the top right corner and select **Import Data**.

![Bulk Settlement](/in/payroll/help/images/contractors/import-exit.png)

*   Choose **Contractor Exit Details** as the type of import.

![Bulk Settlement](/in/payroll/help/images/contractors/import-exit-details.png)

**Pro Tip:** Download a sample .csv or .xls file to understand the correct format.

*   Ensure your bulk termination file aligns with the correct format.
*   Click **Next**.
*   Ensure that Zoho Payroll Fields are correctly mapped with Import File Fields.
*   Click **Import**.

After importing the file, review the details in the bulk and final settlement payroll and proceed with processing it.

**Method 2: Manually Adding Contractors to Bulk Final Settlement Payroll**

*   Go to **Contractors** in the left sidebar.
*   Select the contractor you wish to terminate.
*   Click the **More** icon and select **Initiate Exit process**.

![Bulk Settlement](/in/payroll/help/images/contractors/initiate-bulk-exit.png)

*   Enter the exit details and select **pay as per pay schedule** as the option for when you want to settle the final pay.

![Bulk Settlement](/in/payroll/help/images/contractors/bulk-exit-details.png)

*   A final settlement payroll will be created.

**Note:** Do not process the final settlement payroll until you’ve added all other contractors to it for bulk termination.

To add other contractors to the final settlement payroll:

*   Initiate the exit process for each additional contractor.
*   Select **pay as per pay schedule** as the option.

Once done, these contractors will be included in the final settlement payroll, which now becomes a bulk final settlement payroll.

![Bulk Settlement](/in/payroll/help/images/contractors/bulk-final-payroll.png)

With these steps, you can efficiently handle bulk termination and streamline the final payroll process for multiple contractors.

### Contractor Exit for Organisations Integrated With Zoho People

*   Log in to your Zoho People account.
*   Go to **Settings** and then navigate to **Employee Profiles** in the Organisation section.
*   Click the **Edit** icon next to the Contractor’s profile for whom you want to initiate the exit process.
*   Scroll down to **Employee Status** and select the status as either Terminated or Resigned from the dropdown.
*   Enter the **Exit Date**.
*   Click **Submit**.

![Contractors](/in/payroll/help/images/contractors/people-contractor-exit.png)

Now, go to your Zoho Payroll organisation and navigate to Zoho Apps from Settings.

*   Click **View Details** next to Zoho People.
*   Click **Instant Sync** to manually sync the data of your Zoho People organisation with Zoho Payroll.

![Contractors](/in/payroll/help/images/contractors/instant-sync-contractor-exit.png)

By default, the data gets synced every 24 hours.

On the right side of your Home page, a notification will be shown regarding the exit of the employee along with the Exit Process button under To Do Tasks.

*   Click the **Exit Process** button in the To Do Tasks section, and you will be redirected to the Final Settlement Payroll page where you’ll have to process the final settlement payroll for the contractor.

Once you complete the final settlement payroll, the contractor will have exited your organisation in both Zoho Payroll and Zoho People.

## Filter Exited Contractors

You can filter exited contractors using the **Exited Contractors** filter in the **Contractors** page. To do that:

*   Go to **Contractors** and click the filter dropdown on the top-left corner.

![Filter Exited Contractors](/in/payroll/help/images/contractors/exited-contractors-filter.png)

*   Select **Exited Contractors** from the dropdown and you’ll be able to view all the contractors who exited from your organisation

You can also filter contractors based on their reason for exit. Here’s how:

*   Click the **Reason for Exit** dropdown on the top left corner.
*   Select the exit type.

![Filter by Reason](/in/payroll/help/images/contractors/filter-by-reason.png)

## Revert Exit Process

You can revert the exit or termination process for contractors for whom the final settlement payroll has not been processed. Here’s how:

*   Go to **Contractors** and select the **Exited Contractors** filter.

![Filter Exited Contractors](/in/payroll/help/images/contractors/exited-contractors-filter.png)

*   Select the contractor for whom you want to revert the exit process.
*   In the **Overview** page, click the **More** icon and select **Revert Exit Process**.

![Select Revert Exit Process](/in/payroll/help/images/contractors/select-revert-exit-process.png)

*   In the following popup, enter the reason for reverting the exit process and click **Proceed**.

![Revert Exit Process](/in/payroll/help/images/contractors/revert-exit-process.png)

*   After clicking **Proceed**, you’ll be redirected to the **Contractor’s Profile**. You’ll have to enter the salary details of the contractor again in the **Salary Details** page.

Other information of the contractor will be populated automatically as per the information entered earlier. You can edit those details if needed.