ORALZY
FAQ

Staff resign kar raha hai — software me exit ka poora checklist kya hai?

Sequence: advance settle → final month attendance verify + last payslip → incentives clear → status 'resigned' + exit date/reason → login deactivate → face enrollment delete → roster se hatao. Records delete mat karo — history NABH/HR ke liye rehti hai.

Where in ORALZY: People → Staff → Staff Directory (status/exit) + HR Masters + Settings → Users & Security

ORALZY me alag 'exit module' nahi hai — ye sequence follow karo:

  1. PAISA PEHLE: HR Masters → Advances/Loans me remaining balance dekho — final salary se adjust karo (perInstallment badhao ya cash settle kar ke close karo). Pending incentives approve/pay karo.
  2. FINAL PAYSLIP: aakhri month ki attendance verify karo (regularizations clear), phir payroll run — last payslip ban kar WA chali jayegi.
  3. STATUS: Staff Directory → staff edit → status 'resigned'/'terminated' + exitDate + exitReason bharo. Isse wo Staff Login (ESS) matching se bahar ho jata hai (sirf active/on-leave match hote hain) aur naye punch nahi lag sakte.
  4. LOGIN: Setup → Settings → Users & Security me linked login deactivate karo — iske saath uska PIN bhi bekar ho jata hai (PIN user account par hota hai).
  5. BIOMETRIC: HR Masters → Face Recognition me uska face enrollment delete karo.
  6. ROSTER: shift assignment / Staff Schedule se hatao; QR card wapas lo.
  7. DOCUMENTS: HR file (onboarding record + attachments) me relieving/experience letter attach kar do.

DELETE MAT KARO

attendance, payslips, commission history sab retain rehni chahiye — NABH HRM audit aur future reference ke liye. Status hi kaafi hai; bahut purana ho to 'archived' kar do.

EDGE

staff DOCTOR bhi tha to Doctors master me bhi inactive karo taaki naye appointments par na dikhe.

Quick steps

  1. Advances/Loans ka remaining final salary se settle/close karo
  2. Aakhri month attendance verify kar ke payroll run karo
  3. Status 'resigned' + exitDate + exitReason set karo
  4. Users & Security me login deactivate karo (PIN bhi dead)
  5. Face enrollment delete + roster/QR se hatao
  6. Records delete mat karo — history retain rakho

exitresignchecklistfinal settlementstatusdeactivatepayslipadvanceface deleterelieving