Managing an employee's departure

Employee departures are an inevitable part of company life. Here, we'll explain how to make sure that the information is correctly populated in your payroll, so you can perform an employee settlement for the departing employee.

Employee module > Offboarding, launch offboarding for the employee by entering their departure date: 

In Offboarding, you can assign a series of tasks concerning the employee's departure to the various people involved within the company.

💡 In fact, you can create a specific task for your payroll manager, called "Prepare the employee settlement payslip and end of contract docs". A reminder email will then be sent to them directly.

Step 2: Enter the last payroll variables

If you use Lucca Compensation, enter the last payroll variables for the employees (if there are any), so that they can be transmitted to payroll.

Step 3: Enter or approve last leave days

If the employee has booked absence days before their departure, you can check that these days have been booked correctly, or you can do this for them in Lucca Absences.

Note: You'll delete any absence days that the employee has booked after the contract end date in the last step of this process.

Step 4: Process their last expense reports and timesheets

Go to the Lucca Expenses (expenses) and Lucca Timesheet (times) applications to process any expenses or timesheets for the employee.

Step 5: Transfer the data to payroll

In Lucca Payroll Assistant, transfer:

• Any edited HR data
• The last absences
• The last remuneration items 

For each of these steps, make sure that you only select the employee concerned (or employees if you are performing more than one employee settlement): 

Step 6: Perform the employee settlement for the employee in Silae

Once you have transmitted the last Lucca data items to Silae, you (or your payroll manager) should perform the employee's employee settlement in Silae.

Use the "Employee settlement" module in Lucca Absences to check that the leave balances are the same in payroll and in Lucca Absences

To find out more about employee settlements in Lucca Absences ⇾
https://support.lucca.fr/hc/en-us/articles/115001533469--Lucca-Absences-Managing-the-departure-of-an-employee-employee-settlement

Step 7: Distribute their last payslip

Once the employee settlement has been completed, your payroll manager will send you your employee's last payslip. You can make this available to them via the Lucca Payslip application (so that they can access it after their departure from the Lucca Payslip.ilucca.net website).