Wizard-driven employee termination solution for error-free HR offboarding

A self-service wizard that synchronises leaving dates across HR records, reduces manual errors, and keeps termination changes under control.

Designed to simplify employee exits by updating job, salary, benefits and absence end dates consistently, with real-time previews and guided steps.

About The client

Client Under NDA

This project delivered a wizard-driven employee termination workflow that standardises how HR teams add, change, or remove a leaving date. Instead of relying on manual, inconsistent updates across multiple records, the process guides HR through a clear, step-by-step flow to capture the right inputs once and apply them consistently.

The solution automates end-date updates across connected HR records and provides clear previews of what will change before anything is committed. This improves confidence in the outcome, reduces rework when termination plans change, and helps keep job, salary, benefits and absence data aligned for cleaner reporting and audit readiness.

Know More

How It Went

The Challenge

The focus was to reduce admin effort, minimise data errors, and improve audit readiness by ensuring all impacted records remain aligned whenever a termination plan changes.

Manual handling of termination types was causing frequent errors and consuming 20+ hours per week.
Updates to job, salary and benefits were not consistently synchronised, increasing audit and compliance risk.
HR lacked a real-time preview of downstream impacts, leading to repeated clarification cycles.
Termination plans changed often, creating up to 30% additional delays through rework and inconsistencies.
Exit coordination relied on manual steps, increasing the risk of missed offboarding activities.

Know More

How We Did it?

Our Solution

We implemented an intuitive, wizard-based termination flow that guides HR through each step and automatically updates all linked records. The workflow supports three core actions so HR can handle real-world changes without breaking data integrity.

Add leaving date : HR enters a leaving date once and the system previews all affected records before applying updates across job, salary, benefits and absence allowances. The solution surfaces current allowances and supports accurate pro-rated calculations to help final settlements remain fair and consistent.
Update leaving date : When a leaving date changes (earlier or extended), the wizard provides a side-by-side preview of current vs new end dates across affected tables. It automatically recalculates pro-rated allowances, reducing payroll discrepancies and minimising inconsistent record states.
Delete leaving date : If a termination is cancelled, the leaving date can be removed and all linked end dates reset in a controlled way. The solution maintains transparency with before-and-after previews and ensures allowances are recalculated so workforce data remains accurate.

Get Started With Your Project

Technologies & Platforms

Joint Effort

The Collaboration

We worked closely with stakeholders to map termination scenarios, define which records must be updated, and agree the preview and validation rules HR teams need to trust the outcome. The delivery prioritised usability and change management, so the process remained simple for HR while reducing the need for ongoing IT involvement.

Work With Us

The Result

Project Outcomes

Reduced manual effort across employee terminations
Fewer termination-related data errors through guided steps
Consistent end dates across job, salary and benefits records
Improved accuracy of absence and allowance end-date handling
Faster processing when leaving dates are changed or cancelled
Better audit readiness through standardised termination workflow
Reduced rework and follow-ups between HR and operations

Get Started With Your Project

Project Screenshots

Select the employee and confirm key details (ID, job title, manager). Choose whether to add, update, or remove the leaving date before continuing.

Capture last working date, effective leaving date, rehire eligibility, and the reason for leaving to standardise termination inputs.

Review impacted employment records (job, salary, benefits, payments, absence, work pattern) with start/end dates to validate closures before proceeding.

View prorated leave balances calculated against the last working date, showing remaining entitlements after proration for final HR validation.

See current leave entitlements and remaining balances, with a one-click option to calculate proration for accurate exit balances.

Schedule the exit interview by setting the date and interviewer, or skip the step when an exit interview isn’t required.

End-to-end view of the termination wizard, bringing all steps into a single structured flow for consistent processing and final confirmation.

FAQ's

About This Project

What is employee termination process automation?

It is an automated workflow that updates leaving dates and end dates across HR records consistently, reducing manual steps and errors during offboarding.

How does a wizard-driven offboarding process reduce HR errors?

A wizard enforces a clear sequence, validates inputs, and applies updates across linked records, preventing mismatched end dates between job, pay, benefits and absence data.

Which HR records should update when an employee leaving date changes?

Typically job history, salary/pay records, benefits enrolments, and absence or leave allowances should be aligned so payroll, compliance and reporting remain consistent.

How do you handle pro-rated leave or absence allowances during termination?

The workflow should show current allowances and recalculate pro-rated values based on the leaving date, so final settlements and payroll outputs remain accurate.

Can a termination be cancelled without creating data inconsistencies?

Yes. A controlled delete leaving date action can reset end dates across linked records and recalculate allowances, with before-and-after previews for transparency.

What should HR teams look for when selecting offboarding automation?

Look for record synchronisation, real-time previews, audit-friendly change tracking, support for date changes, and a guided user experience that reduces admin time.

Got more questions? Feel free to reach out to us for more details & also get a free consulting session with our experts.

Get More Details