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When Staff Leave

Record a resignation, retirement or other exit, have it approved, clear the employee (handover, school property, departments, documents, exit interview), settle their leave, and see what Tocademy does on their last working day.

1. Staff exits at a glance

Open "Staff exits" from the HR menu. The page lists every exit — resignations, retirements, contract expiries, terminations, dismissals and transfers to another organisation — with its type, status, last working day and the moment it takes effect. An exit's status tells you where it stands: Awaiting approval, Approved, not yet in effect, In effect, clearance outstanding, In effect and cleared, or Closed (rejected, withdrawn or rescinded). Narrow the list with "Status", "Type" and the last-working-day dates, then press "Show". The two exits in this guide are Blessing Akpan, a part-time cleaner who resigned, and Bassey Etim, a security guard who retired.

The Staff exits page: the Record an exit search, the Status, Type and last-working-day filters, and two exits — Bassey Etim, Retirement, In effect and cleared, 30-09-2026, and Blessing Akpan, Resignation, Approved, not yet in effect, 30-11-2026

2. The exit policy: what clearance means at your school

Open "The exit policy" from the top of the Staff exits page. It lists the five clearance items every exit goes through — Handover, Asset return, Departmental clearance, Required documents and Exit interview — whether each applies and whether it is mandatory, and how many days after the last working day clearance is due. Only a mandatory item blocks an exit's clearance. Out of the box the first three are mandatory and clearance is due in 14 days. Greenfield wanted a signed letter on file for every leaver and more time to collect property, so under "Write a new version" we set clearance to be due 21 days after the last working day, ticked "Mandatory" beside Required documents, and pressed "Write the new version". The page now shows version 1 as the current policy, and "See an earlier version" opens an older one. Exits already recorded keep the version they were recorded under. Writing the policy needs the permission to approve exits.

The Exit policy page after the change: the current policy is version 1, written 09 October 2026, with clearance due 21 days after the last working day and Handover, Asset return, Departmental clearance and Required documents mandatory; below it, Write a new version starts from those settings

3. Who approves an exit

Every exit is approved by somebody other than the person who records it. Open "Approval chains" from the HR menu and pick Staff exit in "Process" to see who that is. At Greenfield the chain is one level, approved by any one person holding the permission to approve exits, and nobody approves their own request. A school can add levels (for example the Principal, then the proprietor), but think twice before pressing "Disable review — approve this process on submission": an exit ends somebody's employment.

The school-wide approval chain for staff exits, from the start and in force: one level, approved by everyone holding the permission Approve staff exits with any one approver signing, and nobody approves their own request

4. Example: recording Blessing Akpan's resignation

Blessing Akpan (GMC-010) has cleaned Block B part-time since January 2025. On 9 October 2026 she handed the Principal a letter resigning to move to Uyo with her family. On the Staff exits page, type her name in "Find the employee who is leaving", press "Search" and open her name. Under "Record an exit", choose Resignation in "Type", set "Notice given on (a resignation or termination)" to 09-10-2026 and the "Last working day" — she first asked for 31-10-2026 — and write the "Reason". Leave "Ends at" blank and the exit takes effect at 23:59:59 on the last working day. "Organisation the employee goes to (a transfer out only)" is for a transfer to another school or employer; a move to another of your own campuses is not an exit at all — use the campus transfer on the staff record. Press "Record the exit".

The Record an exit form for Blessing Akpan, GMC-010: Resignation, notice given 09-10-2026, last working day 31-10-2026, and the reason Resigned by letter dated 09-10-2026 to move to Uyo with her family

5. Approving, rejecting or withdrawing the exit

The exit opens at Awaiting approval, with its clearance list already set out under version 1 of the policy. The approver — at Greenfield, Mrs. Ngozi Eze — opens it, chooses "Approve" (or "Reject"), adds a "Comment (optional)" and presses "Record the decision". While it is still awaiting approval, the person managing it can call it off instead with "Withdraw the exit". Once approved, the status becomes Approved, not yet in effect and the page shows who decided it and when.

Decide or change the exit on Blessing Akpan's resignation while it awaits approval: Approve selected, the comment Approved. Please arrange her clearance with the Bursar, the Record the decision button, and Why it is withdrawn with Withdraw the exit below

6. Rescheduling or rescinding an approved exit

Until an approved exit takes effect, an approver can change it under "Decide or change the exit". The Bursar asked Blessing to stay until a replacement started, and she agreed, so we typed 30-11-2026 in "New last working day" and pressed "Reschedule"; the page confirmed Rescheduled to 30-11-2026, and her clearance due date moved to 21-12-2026. If the employee changes their mind altogether, write it in "Why the approved exit is called off" and press "Rescind": the exit is closed and the employment carries on. Neither is possible once the exit has taken effect, because by then the employment has ended.

Decide or change the exit on an approved exit: New last working day 30-11-2026 with the Reschedule button, and Why the approved exit is called off with the Rescind button

7. The last working day and sign-in access

"The exit" panel shows the last working day, the exact moment the exit takes effect (in the employee's time zone and in school time), and "Access ends" — the moment any Tocademy sign-in the employee has stops working. For a teacher with a sign-in, that is when they lose My HR, the timetable and their payslips online, so plan handover of marks and class records before then. Blessing never had a sign-in, so "Access ends" reads No sign-in to end and nothing changes for her except her staff record. The panel also names who recorded the exit and who decided it. Her exit takes effect at 23:59 on 30 November 2026.

Blessing Akpan's approved exit: Approved, not yet in effect, last working day 30-11-2026, takes effect 30 November 2026 at 23:59, notice given 09-10-2026, recorded by Mrs. Adaeze Okafor, decided by Ngozi Eze, and Access ends: No sign-in to end

8. Clearance: the handover

Clearance can start as soon as the exit is approved — you do not have to wait for the last day. Each item in "Clearance" says whether it is mandatory and whether it still blocks clearance. Open Complete handover, describe in "Who received what" the work, notes and records the employee handed over and to whom, and press "Complete". Blessing handed the Block B cleaning rota and the store-room stock list to Mrs. Ese Okoro, the cleaning supervisor. For a teacher this is where schemes of work, mark books and class registers go.

Complete handover open on Blessing Akpan's exit: Who received what — the cleaning rota and store-room stock list handed to Mrs. Ese Okoro on 27-11-2026 — with the Complete and Waive buttons

9. Clearance: returning school property

Open Complete asset return and list each item on its own row: what it is, the date it came back and its condition. Blessing returned her staff ID card and the two store-room keys in good condition, and two sets of work uniform, worn but accepted. For a teacher, list the laptop, keys, ID card and any textbooks. If the employee held nothing, tick "The employee held no assets" instead. Press "Complete".

Complete asset return with three rows: Staff ID card, Store-room keys (2) and Work uniforms (2 sets), each returned 27-11-2026, with their condition, and The employee held no assets unticked

10. Clearance: departments sign off

Departmental clearance records that each office that might be owed something has signed the leaver off. Open Complete departmental clearance and, for each office, type the department or office, who cleared the employee and the date. The Bursary (Tunde Bakare) confirmed Blessing owed the school nothing, and the Support Services store (Ese Okoro) confirmed her cleaning materials were returned. Press "Complete".

Complete departmental clearance with two sign-offs: Bursary, cleared by Tunde Bakare, and Support Services store, cleared by Ese Okoro, both on 27-11-2026

11. The exit's documents

At the bottom of the exit, "Documents" keeps the paperwork: choose the "Kind" — Resignation letter, Termination letter, Clearance certificate, Handover note, Exit interview record or Other — pick a PDF, PNG or JPEG of 5 MB or less and press "Upload". We uploaded a scan of Blessing's resignation letter. Press "Open" beside a document for a short-lived link to it. Documents are never deleted. Because Greenfield's policy makes Required documents mandatory, we then opened Complete required documents, chose the letter in the list of the exit's documents and pressed "Complete".

The exit's Documents panel with blessing-resignation-letter.jpg filed as a Resignation letter, its Open button, and the Kind, file and Upload controls

12. The exit interview and the finished clearance

The exit interview is optional at Greenfield but worth doing. Open Complete exit interview, choose "Held" or "Declined", set the date, and for a held interview type the interviewer and a summary; press "Complete". Blessing's interview with the Bursar found she was leaving for family reasons only. Each completed item now shows its details. Below the five items are four that Tocademy completes itself: Access revoked, Employment closed, Leave settled and Final payroll. They stay outstanding until the exit takes effect and the leave is settled, and they block clearance until then.

Blessing Akpan's clearance under version 1 of the exit policy, due 21-12-2026: Handover, Asset return, Departmental clearance, Required documents and Exit interview all Completed, each with when it was recorded; Leave settled Done; and Access revoked, Employment closed and Final payroll still outstanding

13. Settling leave and final pay

"Leave settlement" asks for one decision on each leave type, using the balance for the leave year of the last working day: "Pay out" (type the "Payout in naira"), "Forfeit" (with a reason) or "No balance". A leave type whose balance is unknown — Not yet accrued — cannot be marked No balance; run the accrual first, or forfeit it with a reason. Blessing had taken her full entitlement, so we forfeited annual and sick leave with that reason, set every other type to No balance, and pressed "Record the settlement". The recorded settlement then heads the panel, and the form below it reads Record a new settlement — it replaces the one above, which is kept as history; use it only to correct a settlement. A payout is not paid from here: it needs the permission to manage salaries and goes to its approvers as one payroll adjustment, so it reaches her final pay through payroll. Final payroll is one of the items Tocademy ticks off itself.

Blessing Akpan's recorded leave settlement: Annual leave and Sick leave, Not yet accrued, Forfeited with the reason; every other leave type No policy, No balance; no payouts; and below, Record a new settlement — it replaces the one above, which is kept as history

14. Example: an exit that has taken effect

Bassey Etim (GMC-012) guarded Greenfield's gate for seventeen years and retired on 30 September 2026, before his exit was put into Tocademy. We recorded a Retirement with that last working day (a retirement needs no notice date), and once Mrs. Ngozi Eze approved it, it took effect straight away because the moment had already passed. The status was In effect, clearance outstanding until we cleared it (section 16); "Access ends" says No sign-in to end, because he never had one. His staff record's employment status is now Exited, and it stays on file as part of the school's history.

Bassey Etim's retirement: In effect and cleared, last working day 30-09-2026, takes effect 30 September 2026 at 23:59, recorded by Mrs. Adaeze Okafor, decided by Ngozi Eze, Access ends: No sign-in to end

15. What taking effect did

When an exit takes effect, Tocademy carries out each consequence and lists it under "What taking effect did": the employment status is changed, the sign-in is switched off, the contract is ended, any open onboarding is closed and benefit enrolments are stopped — each marked Applied, or Not needed when there was nothing to do. Bassey had no sign-in, contract, onboarding or benefits, so only his employment status was applied. Before an exit takes effect the panel says Nothing yet: the exit has not taken effect.

What taking effect did for Bassey Etim: Employment status Applied; Login, Contract, Onboarding and Benefit enrolments Not needed

16. Waiving a clearance item

Sometimes a mandatory item cannot be completed — the employee has gone and the evidence is informal, or there is genuinely nothing to hand over. A person with the permission to approve exits can type the reason in the box under the item (for example Why handover is waived) and press "Waive"; the reason is shown on the exit for good. Bassey's keys and uniform had gone back to the Bursar on his last day, before anything was recorded, so we waived his four mandatory items with that reason and recorded his leave settlement. His exit now shows In effect and cleared on the Staff exits list — the end of the process.

Bassey Etim's Handover item, mandatory and outstanding, with a reason typed in Why handover is waived and the Waive button

Still stuck?

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