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Free Full and Final Settlement Checklist

Ensure error-free FnF settlement with this comprehensive checklist.

74+ Tools
5 Categories
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What the full and final settlement checklist covers

Employee Handover

  • Company laptop / computer returned
  • Company phone / SIM returned
  • Access card / ID badge returned
  • Official documents / files handed over
  • Client contacts handed to successor
  • Project documentation completed
  • Pending tasks briefed to replacement

HR & Payroll Processing

  • Last working day confirmed
  • Leave balance calculated
  • Salary for worked days computed
  • Gratuity eligibility checked (≥5 years)
  • Statutory bonus calculated
  • PF withdrawal / transfer form submitted
  • ESIC final settlement processed

Finance & Admin Clearance

  • Pending expense claims settled
  • Outstanding loans recovered / adjusted
  • Advance salary adjusted
  • Company credit card cancelled
  • Mobile bill final payment
  • Travel advance settled

IT & Access

  • Email account deactivated
  • VPN access revoked
  • CRM / ERP access removed
  • GitHub / Jira / Confluence access removed
  • All company data wiped from personal devices

Legal Closure

  • NDA obligations reminded in writing
  • Non-compete clause communicated
  • Experience letter issued
  • Relieving letter issued
  • FnF calculation sheet shared
  • Full payment released within 30 days

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Generators

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Templates

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HR Docs

HR policies, checklists & compliance docs · 9 tools

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