Help centre · HR
Offboarding
Open this screen in Saral/hr/leavers
Every worker exit from the day it is started to the day it is closed: the reason and the notice, the checklist and the kit to come back, the letter and the papers, the exit interview, and the final pay prepared for review. The list shows what is in progress and what is complete; Initiate exit starts one; each row opens the exit record. Saral does not run payroll: the final pay figures are prepared here and paid through your payroll app, which issues the payslip and the P45.
You enter
- Initiate exit: the worker, the reason (the built-in ones or your own), the notice type — worked, garden leave, PILON, summary dismissal, not applicable — the notice dates and final working day, the covenants and immigration flags, notes; or No offboarding needed with a reason.
- On the exit record: the checklist ticks, kit and assets returned, the exit letter and the employee's replies, the exit interview, an amendment to the reason or dates with a reason, and Complete exit.
- Final pay: the day basis and the decisions a person makes on the figures; Approve to lock them, Reopen with a reason to unlock.
Saral fills in
- For an employee, the notice you must give from their start date and the notice tiers; the notice end from the start and the weeks, unless you override it.
- The checklist and kit list for the reason and worker type, the exit letter from the reason's template, the stage derived from what has happened (Initiated, In progress, Final pay approved, Exit interview done, Complete), and overdue tasks.
- The final pay summary, gross, with the working behind each line: the part-month salary on the chosen day basis, holiday owed or taken beyond what was earned at the week's pay, statutory redundancy where the reason is redundancy — shown only to people who may see wages.
- The four tiles: exits in progress, this month, completed, overdue tasks.
It produces
- A closed exit record with its letter, papers, interview and checklist; the worker's status set to Left on completion.
- A final pay statement prepared and approved for review — paid through your payroll app, never by Saral; the leaver's analytics by reason and month.
What this page is for
Leaving is a process, not a date: notice to be worked or paid, kit to come back, a letter to send, a conversation to have, papers to file and the final money to be worked out. This list is where HR sees every open exit and how far each has got, starts a new one, and closes it properly. A dismissal from a disciplinary case arrives here with the worker and the reason already filled in; nothing is submitted until a person does.
The exit record
Each exit has one record in three columns: the final pay; the letter, the employee's replies and the signed letter, the checklist, kit and assets, compliance and — for a redundancy — the consultation; and the exit interview. Five tiles at the top say where it is up to and bring the column into view. The stage is derived from what has happened, never set by hand. Amend exit changes the reason or dates with a reason, and every amendment is kept; Complete exit closes it and sets the worker to Left. An exit recorded as No offboarding needed is a leaver on the books with nothing to work through.
Final pay — prepared here, paid in your payroll app
Saral works out what a leaver is owed, gross, and shows the working: the part-month salary on the day basis you chose, holiday owed or taken beyond what was earned, and statutory redundancy where that is the reason. Who may prepare the figures and who may approve them are permission keys, and everyone involved needs the wages key; a switch makes HR prepare and Accounts approve, and a separation switch stops the preparer approving their own figures. The statement is for review and for the payroll app, which pays it and issues the payslip and the P45 — Saral never runs payroll and never produces either.
Letters, interviews and what is kept
The exit letter is drafted for the reason, with your dismissal-letter wording where it applies, is signed through Saral Sign and filed with the employee's replies beside it. The exit interview is voluntary and its answers are kept on the record. Documents are held privately and opened with short-lived links; how long they are kept after the exit is HR → Settings → Data retention.
Where the settings live
HR → Settings → Notice Periods owns the notice tiers (what you give and what the employee gives), your own leaving reasons, how the final pay summary is worked out — the day basis and the HR prepares, Accounts approves switch — and the dismissal letter wording; the old /hr/leavers/settings address opens it. Whether the person who prepared a final pay may approve it is the separation switch on HR → Settings → Approvals & controls (off unless your account changed it). The kit a leaver returns is HR → Settings → Kit & equipment.
Next screen: /hr/workers
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