Enable Proof Submission Page for Resigning Employees

You need to approve the investment proof documents thats submitted by the employee, set the end date for the payroll relationship and calculation cards after the final payroll processing date.

Set Up Self Service Access for Resigning Employees

In the Manage Profile Options task, set the ORA_HRX_IN_PROOF_SUB_USER_WINDOW profile option to Y for the terminated employees to access the Proof Submission page in the self service portal. They need to submit all the documents of investment proof in the specific timeline, for your approval.

Approve the Submitted Proof Documents

You need to verify and approve all the submitted documents of investment proof for the terminated employee's income tax computation. follow these steps:

From the home page, navigate to Person Management (search for employee) > Calculation Cards > Statutory Deductions > Taxes > Income Tax > Select Regime and Complete Declarations.
Click Proof Verification and Approval to view the uploaded documents of investment proof
Set to Verified and Approved status to be included in the employee's payroll processing for the financial year.

Set the End Date for the Payroll Relationship

When you terminate an employee or end an assignment record, the Payroll Relationship page displays the corresponding dates. These dates control how earnings and deductions are processed for the terminated employment record.

For example, Ghosh resigned from a teaching post at National High School, and the line manager enters a termination date of 22-July-2020. The application will process Ghosh's last payroll payment for 31-July-2020. You can view these termination dates on the payroll relationship page for Ghosh. These dates show up at all the employment levels of Ghosh, such as assignment, associated payroll, and payroll relationship. This image shows Ghosh's payroll processing dates and the behavior of the application for handling the payroll records:

Name	Date	Application Behavior
Last Standard Earnings Date	22-JUL-2020	Sets the Last Standard Earnings Date as Ghosh's termination date.
Last Standard Process Date	31-JULY-2020	Sets the Last Standard Process Date as the process date of the payroll period in which Ghosh's termination occurred.
Final Close Date	31-AUG-2021	Enter a Final Close Date on Ghosh's assignment. This date will carry over to Ghosh's payroll, payment methods and payroll relationship records. The Final Close Date ends the payroll records. You can't perform any payroll actions for Ghosh after this date, such as calculate payroll, make retro payments, or balance adjustments. The date you provide would depend on your business requirements, such as when your company makes commission payments to terminated employees. However, the best approach is to enter a Final Close date that falls after tax year-end. You can perform any balance adjustments as part of your year-end processing. Note: If you enter a Final Close date for a person who has other active assignments, the payroll relationship still remains active.
End Date	31-AUG-2021	This date is defaulted when you enter the Final Close Date.

Exclude Terminated Employees from Process Consideration

You terminated Nala's assignment on 03, June 2014. The termination process automatically sets the last standard earnings date to the termination date (03, June 2014). The process also sets the last standard process date to the end date of weekly payroll (06, June 2014). The termination process doesn't set a final close date.

To ensure payroll processes stop considering Nala for processing after one full year after termination, you set the final close date to 03, June 2015.

Note: The latest entry date defined for any severance payment elements determines the last date you can enter element entry details for the terminated employee's severance payment. You can view the latest entry date setting on the Element Summary section of the Elements page.