How to make an employee Inactive when he/she resigns the job?
For any employee going to resign, the following steps are to be followed
- Update resignation details in Employee Master -> Set Resignation Status = Applied
- Enter the Settlement Date - This is the date till which salary is calculated and rest of the days are marked as LOP
- Resignation date is optional and may or may not be the same as the Settlement Date. Salary calculation is based only on Settlement Date
- Add Pay Adjustment to refund the Deposit if applicable.
- Run payroll for employee -> Payroll Mode = Final Settlement, Employee = Select the employee
- The salary would be calculated till the Settlement Date and rest would be considered as LOP
- Check and approve Payroll.
- Once payroll is approved, The employee is marked as INACTIVE in employee master and Resignation Status is Set to RESIGNED
Following this you can run a normal payroll for all employees and this employee would be skipped in that.
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