Review an employee's final settlement
Assess final pay, recoveries, and statutory obligations for a terminated employment period.
Final settlement tracks the work remaining for one terminated employment period. Employment status and settlement status are separate: an employee can have a current rehire period while an earlier period retains its own settlement history.
| Settlement status | Meaning |
|---|---|
| Unassessed | No complete current assessment is available. |
| Pending | Obligations remain open or need review. |
| Ready | The current assessment permits closure. |
| Closed | An authorised reviewer closed the period against its source snapshot. |
| Reopened | A source change or approved correction requires another review. |
Review the case
- Choose the employment period
Open View settlement from the employee row or the settlement link in the employee profile. Confirm the employer and employee, then use Other employment periods when reviewing a previous spell. An open period must first go through the normal termination workflow.
- Obtain a current assessment
Select Assess settlement or Refresh assessment as offered. Read Needs attention, obligation amounts and units, source links, and freshness messages. An unknown value needs source verification; do not treat it as zero.
- Prepare the final payroll
Use Prepare payroll or Resume payroll for the period’s linked final-pay draft. Review final-pay components and leave in the settlement and complete calculation and finalisation in payroll.
- Review payments and outstanding obligations
Follow Review payments & statutory where offered. Check finalised payroll and its payment allocations, actual payments, remaining recoveries, statutory work, and supported evidence. A partial payment leaves the unpaid amount open. See Recoveries and evidence.
- Review closure
Refresh after source changes. When the current assessment permits it, an authorised approver can close the settlement. Employee paid · statutory pending means employee payment is complete while statutory work still prevents full closure.
Archived employees can retain settlement cases for periods with a recorded termination date. Select and assess the intended period rather than creating another employee record to recover its history.