## 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.

# Employee Exit

If an employee 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 employee in Zoho Payroll.

**Note**: It is recommended that you collect the POI (Proof Of investments) before you initiate the exit process.

To initiate exit process:

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

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

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

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

**Field**

**Description**

Last Working Day

Enter the last working day of the employee.

Reason for Exit

Reason the employee is leaving the organisation.

Personal Email Address

The employee’s personal email address in which you’ll be sending the full and final settlement payslip, TDS sheet and Form 16.

Notes

Internal comment for initiating the exit process.

*   Click **Proceed** after entering all the details in the respective fields.

### Process Final Settlement Payroll

Once you’ve entered the Exit details of the employee, you’ll be redirected to the **Final Settlement Payroll** page, where you can:

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

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

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

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

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

![Notice Pay](/in/payroll/help/images/employees/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 employee** option, if you want to send payslip notification to the employee.
*   Click **Confirm** to record the payment.

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

### Process Final Settlement For Multiple Employees At Once

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

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

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

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

![Bulk Settlement](/in/payroll/help/images/employees/import-data-button-for-employees.png)

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

![Bulk Settlement](/in/payroll/help/images/employees/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 Employees to Bulk Final Settlement Payroll**

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

![Bulk Settlement](/in/payroll/help/images/employees/click-initiate-exit-process.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/employees/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 employees to it for bulk termination.

To add other employees to the final settlement payroll:

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

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

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

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

### Filter Exited Employees

You can filter exited employees using the **Exited Employees** filter in the **Employees** page. To do that:

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

![Filter Exited Employees](/in/payroll/help/images/employees/click-exited-employees-filter.png)

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

You can also filter employees 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/employees/filter-exited-employees-by-reason.png)

### Employee Exit for Organisations Integrated With Zoho People

*   Log in to your Zoho People account.
*   Go to **Settings** and then navigate to **Employee Profiles**.
*   Select the employee’s profile for whom you want to initiate the exit process.

![People Integration](/in/payroll/help/images/employees/people-integration.png)

*   Scroll down to **Employee Status** and select the status as either **Terminated** or **Resigned** from the dropdown.
*   Enter the **Exit Date**.
*   Click **Submit**.
*   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 sync the data of your Zoho People organisation with Zoho Payroll.

**Note**: By default, the data gets synced every 24 hours.

![Click Instant Sync](/in/payroll/help/images/employees/click-instant-sync.png)

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](/in/payroll/help/employer/employees/employee-exits.html#final-settlement-payroll).

![To Do Tasks](/in/payroll/help/images/employees/to-do-task.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 **Employees** and select the **Exited Employees** filter.

![Filter Exited Employees](/in/payroll/help/images/employees/click-exited-employees-filter.png)

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

**Note:** If you have already processed the final settlement payroll, you will not be able to revert the exit process. You can choose to rehire the employee instead.

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

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

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

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

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