A settlement can close only when its current assessment permits closure. Employee payment alone is insufficient when statutory obligations, recoveries, continuing arrangements, unknown values, or stale sources remain.

Steps

  1. Review a current assessment

    Open the intended employee and employment period. Refresh assessment after payroll, payment, recovery, or evidence changes. Follow each remaining obligation to its source; Employee paid · statutory pending still requires work.

  2. Review and confirm closure

    Use Review closure and inspect the current case. An authorised settlement approver can select Close settlement only when the backend permits it for the current source snapshot. Read and complete the displayed confirmation.

  3. Save the current closed-period summary

    For a Closed period, select Download summary to save the refreshed CSV. Review the native-currency balances, movements, closure provenance, and audit history. The app rechecks the case before export and blocks a current-closure summary if sources have reopened it.

Reopening and corrections

A changed source or supported payment/recovery reversal can reopen a closed case. An authorised employee writer can also use the offered reopening action with its required reason. Reassess and review the new obligations, movements, and evidence before closing again. Reopening preserves the original closure and approval history.

Payment reversals use the payment allocation workflow and require a currently reviewed plan. A reversal cannot exceed the original payment’s unreversed balance or predate that payment. It does not erase the payment record.

Access

Viewing needs employee read access. Routine evidence and movement changes need employee write access. Closing a case and approving final-pay evidence need employees.exit-settlement.approve; write-offs need both write and approval access. Review the organisation’s actual role assignments when an action is unavailable. A role name or an updated default role template alone does not grant an existing account the permission.