Use the selected employment period’s Final settlement to keep final-pay inputs linked to their evidence. The linked dismissal payroll calculates and finalises those amounts. Recording an exit date alone does not calculate a final package.

Steps

  1. Review the assessed final-pay work

    Confirm the employee, employment period, termination date, and current assessment. Review the final-pay components and any missing-source review required by the case. Record only supported entitlements and amounts.

  2. Record component evidence and obtain approval

    Add or edit termination components in the settlement workspace. New evidence remains pending until an authorised settlement reviewer approves it. Approved evidence is locked and retained in history; follow the offered correction path rather than overwriting it.

  3. Open the linked payroll

    Select Prepare payroll or Resume payroll. Confirm the employee and employment-period context, ordinary service dates, and explicit settlement items. Avoid adding a second copy of a component already linked from the settlement.

  4. Reserve eligible leave

    When the assessment offers Reserve leave, select an editable leave-pay line in the linked dismissal draft. Review the leave policy, source units, converted days, and reservation limit. Use Edit reservation for an existing reservation. The amount comes from the payroll line; converting leave units does not calculate the employee’s leave rate.

  5. Calculate, finalise, and review payment

    Resolve payroll readiness and rates, obtain a current preview, and check the component amounts and statutory results before finalisation. Review the resulting payment allocation and record actual payment through the payment workflow. Refresh the settlement assessment afterwards.

Leave that remains unresolved

If cash-out is disabled or its limit is exhausted, the remaining leave liability stays unresolved. It is not automatically forfeited. Units and equivalent days must reconcile at the supported precision; a non-zero unit remainder that rounds to zero days remains unknown. Review the policy’s hours-per-day and rounding settings and the source balance before reassessing.

Correcting committed encashment

Use the offered payroll correction workflow. The supported action requires a full reversal of the exact single-employee dismissal CASH_IN_LIEU_OF_LEAVE line and its generated statutory outputs; original payroll cash must first be fully reversed. Partial reversals, other leave transaction codes, unrelated lines, and unit or amount overrides are not supported by this action. Payroll adjustment permission is separate from preparation permission.