What Is the Process to Configure Exit Management in Zoho People?
Zoho People helps manage resignations, clearances, and knowledge transfer in an organized exit process.
Steps to Set Up Exit Process:
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Enable Exit Management:
Go to Setup > Lifecycle > Exit Management and enable the feature.
Create Exit Workflows:
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Define exit reasons and approval paths
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Assign checklist tasks (e.g., IT clearance, HR discussion)
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Set Exit Interviews & Surveys:
Configure forms to collect employee feedback during the exit process.
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Automate Notifications:
Set up email alerts to managers, IT, and finance teams.
Employee Initiates Exit:
Employee goes to Self-Service > Exit to submit resignation and choose a last working day.
HR/Admin Review:
HR tracks exit status, pending tasks, and feedback submissions.
Reports:
Navigate to Reports > Exit Reports for:
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Resignation trends
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Departmental attrition
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Exit feedback summaries
Why It Matters:
A structured exit ensures smoother transitions, compliance, and retention insights.
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