How to Create a Final Settlement

The final settlement is automatically generated by the Jisr system through one of the following methods:

The Human Resources administrator or the person responsible for terminating an employee's services can do so by clicking on the 'Offboard' option in the employee's profile. 

Alternatively, by navigating to the dedicated page for final settlements (Payroll > Final Settlement > Off-board Employee > Select the Employee).

• Enter the employee's last working day at the company (all transactions will be calculated up to this date).
• Enter the date of the contract termination notice (must be before or equal to the employee's last working day).
• Select the reason for terminating the service or contract from the dropdown menu.
• Complete the service termination steps (clearance of employee's assets, processing requests, tasks, and approval chains if available in the system).
• Confirm the service termination window by clicking the "Yes, Confirm" button. 

Upon confirmation, the system will automatically change the employee's status from active to inactive, and it will generate a draft of the end-of-service settlement in an open state.

• From the sidebar (Payroll> Final Settlement), the responsible user for preparing the settlements needs to select the final settlement option.
• Under the Final Settlement tab, the desired settlement can be selected, then click to view details. 

• As we notice, the system will automatically calculate the salary up to the last working day based on pre-defined policies in the system settings, settle the value of unused leave balance if available, and also calculate end-of-service gratuity.
• If the salary is calculated up to the last working day, clicking on the (Details) icon allows access to the notes and calculation details, and the same applies to the unused leave balance or end-of-service gratuity within the settlement.

You can view the change log for the processes related to the final settlement through its dedicated section within the settlement page.