Introduction

Exit clearance is a vital part of the employee offboarding process.

It ensures that before an employee officially leaves the organization, they complete all necessary handovers, settle pending responsibilities, and return company assets.

uKnowva HRMS simplifies this procedure by providing a structured platform where managers and concerned departments can review, approve, or comment on exit requests.

This systematic approach ensures transparency, accountability, and a smooth transition for both the employee and the organization.

In this article, we will walk you through the detailed steps of giving exit clearances in uKnowva HRMS.

Step 1: Accessing the Exit Clearance Section

To begin, open the side navigation panel in your uKnowva HRMS account. From there, go to the Approvals menu and select the Exit Clearance sub-menu.

Once you click it, a new page will open displaying the complete list of exit clearance requests.

Each request will be neatly arranged under headers such as Name, Action, Emp Code, Clearance Department, Designation, Date of Joining, Resigned On, Last Working Date, and Status.

These details provide an overview of each employee’s request, helping you quickly identify the pending actions.

Step 2: Viewing Exit Clearance Details

Under the Action column, you will find an eye icon.

Clicking this icon will take you to a new page where you can view all the details of a specific exit clearance request.

This page provides comprehensive information to help you make an informed decision.

You will also find a comment box at the bottom where you can leave remarks or observations before proceeding with approval.

If you want to search for a particular employee, you can use the search bar. Simply enter the employee’s name, code, or any related keyword and click the Search button. To remove filters, click on the Reset button.

Additionally, you can filter requests based on department by choosing the department name from the drop-down menu.

For more specific results, click on the More Filters button.

This will allow you to apply filters like From date, To date, Status, Designation, and more.

After selecting your filters, click the Search button to apply them or use the Reset button to clear them.

Step 3: Approving Exit Clearance Requests

Once you have located the user whose clearance you want to process, look under the Action column for the checkmark icon.

Click on it, and you will be redirected to a new page showing the exit clearance details of the selected employee.

This page includes both the general employment details and department-wise exit clearance information.

To give your clearance, click on the department name, such as the Finance Department.

When you do this, an assessment form will appear.

Fill out the required answers in the form, add comments if necessary, and then click on the Submit button.

By doing so, your department’s clearance is officially recorded in the system.

Step 4: Viewing Leave Balance Before Approval

Before finalizing your clearance, you may want to check the employee’s leave balance. This helps ensure that all remaining leaves have been accounted for during the offboarding process.

To view this, simply click on the Click Here button under the Leave Balance field in the employee’s details section.

This will give you a complete overview of the remaining leave balance.

Conclusion

That’s it!

You’ve now successfully given exit clearances in uKnowva HRMS.

By following this process, you ensure that every employee’s offboarding journey is handled transparently, efficiently, and department-wise.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..