Accounts clearance

Accounts clearance

Account Head is responsible for ensuring that all the recoveries are being done from the employee. There are two different work flows depending upon if the employee's payroll is being processed in EazeHR or not. In both the scenarios the Accounts Head can provide the accounts clearance only after the approver has approved the request.

Steps to follow
1. Use the menu path HRMS > Separation > "Separation Processing For Team" tab or use the Pending Task list to access the page
2. Select the "Account Head" role from the drop-down, you will be able to see all requests which are in process


3. Click on "Review" on the request which you want to process and the record will open. You can also use the "Bulk Approve" option but this will work only if the Full and Final has been processed by the Payroll Manager.

Without Payroll Scenario
  1. Clearance for Accounts department can be done in parallel to other clearances
  2. As shown below update the Remarks / Amount and Payment details. If no payment is being made you can update 0 / not applicable

With Payroll Scenario

  1. If Payroll module is activated then Account Head can provide clearance before Full and Final is done. If he provides any remarks they will be shown to the Payroll Manager when Full and final is being processed. Any instruction on recovery can be communicated through this remark. Refer image below
  2. After Full and Final is done in payroll by Payroll Manager and payment details are updated, these details are visible to the Account Head in the tab. If the last working day of employee is before the first payroll month then full and final record is not created.


After the HR Manager has closed the separation request you can hide the record by using “Hide” button on the row or by clicking on "Hide All Closed & Withdrawn Requests" at the bottom of the table.

Note - the comments entered in the Remarks box are visible to the employee.



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