Nokārtot aizejoša darbinieka aiziešanu — piekļuves, aprīkojums, gala norēķins

Kad izmantot

An employee has resigned or a mutual termination is agreed, and the last working day is known. Not for an employer-initiated dismissal with notice — that has different legal grounds and deadlines; use people.dismissal-lv. Not for a contractor ending — use people.hire-contractor's offboarding note. If the person holds a role mailbox customers write to, run tech.create-mailbox afterwards to move it to a role address.

Pirms sāc

• The signed resignation letter (or mutual agreement) is on file; the last working day is fixed.
• ⚠ jāpārbauda the employee's notice period by length of service — Darba likums on likumi.lv (it depends on tenure; do not assume one month).
• The assigned equipment and system list is pulled from the people module, not from memory.

Ko izpilde pieprasa4

Ceļš10 soļi

1. S1

   Build the offboarding checklistaģents

   From the people module: every system, key, card, device and subscription in the person's name, plus the holiday balance and current salary data.

   Izdarīts, kad the checklist exists with a line per item and a due date.

2. S2

   Confirm the last day and the handoverīpašnieksvajag apstiprinājumu · īpašnieks

   Apstiprinājums · S2 · īpašnieks — izpilde apstājas, līdz nosaukts cilvēks ieraksta lēmumu

   Present the last working day, who takes over which duties, and what happens to the person's projects and mailbox.

   Izdarīts, kad the owner has confirmed the last day and named a handover receiver.

3. S3

   Prepare the termination documentsaģents

   Draft the termination note / mutual agreement per the LV form requirements (⚠ jāpārbauda required contents and delivery — Darba likums, likumi.lv). Schedule the RS (State Social Insurance) notification if the termination is reportable.

   Izdarīts, kad the documents are drafted and sent for signature.

4. S4

   Get the documents signedaģents

   Use e-paraksts or wet signature; archive in the documents module under the person's file.

   Izdarīts, kad the signed document is stored and readable by the owner.

5. S5

   Compute the final settlementaģentsvajag apstiprinājumu · īpašnieks

   Apstiprinājums · S5 · īpašnieks — izpilde apstājas, līdz nosaukts cilvēks ieraksta lēmumu

   Calculate: salary to the last day, holiday payout for the unused balance, any other dues; minus advances. Show the math line by line.

   Izdarīts, kad the owner has approved the settlement amount in writing.

   ⛔ Do not guess the holiday balance — read it from the leave records; ⚠ jāpārbauda holiday payout rules, Darba likums.

6. S6

   Pay and fileaģentsvajag apstiprinājumu · īpašnieksneatgriezenisks

   Apstiprinājums · S6 · īpašnieks — izpilde apstājas, līdz nosaukts cilvēks ieraksta lēmumu

   Neatgriezenisks solis · S6 — aģents to nekad nenoslēdz viens

   Transfer the net amount on or before the last working day. File the payroll tax report for the leaver with VID (vid.gov.lv) in the normal monthly cycle.

   Izdarīts, kad the bank shows the transfer and the VID filing is confirmed.

7. S7

   Revoke accessaģents

   On the last working day, before the person leaves or immediately after: disable accounts, remove from groups, revoke VPN, e-signature rights and shared passwords. Check each system by attempting the person's login or reading the admin list.

   Izdarīts, kad every system on the S1 checklist shows the account disabled, with a screenshot or admin-list line each.

8. S8

   Recover equipment and propertyaģents

   Collect laptop, phone, keys, cards; record condition and return date in the people module; wipe and reassign devices.

   Izdarīts, kad every equipment line on the S1 checklist is closed with a return date, or written off by the owner.

9. S9

   Handle the mailbox and recordsaģents

   Decide with the owner: forward or auto-reply the role mail; export needed correspondence; save handover notes to the tasks module. Do not delete the mailbox before ⚠ jāpārbauda document retention duties (documents.archive-retention).

   Izdarīts, kad mail is routed, notes are stored, and the mailbox state is recorded.

10. S10

    Record and closeaģents

    Mark the person departed in the people module; confirm RS/VID notifications sent; send the owner a three-line summary: last day, pay settled, access closed.

    Izdarīts, kad the person is marked departed, the RS/VID notifications are confirmed sent, and the owner has the three-line summary.

Pārbaudes — kā zinām, ka izdevās

• Try the person's login on at least two critical systems — it must fail (read back, not "should be disabled").
• Bank statement shows the final pay on or before the last working day; the amount matches the approved S5 settlement.
• Equipment list has a return date on every line.
• The VID report for the last month includes the leaver.
• No open tasks assigned only to the departing person — each has a named receiver.

Ja noiet greizi

Ko atstāj katrs solis

1. S1the checklist exists with a line per item and a due date.
2. S2the owner has confirmed the last day and named a handover receiver.
3. S3the documents are drafted and sent for signature.
4. S4the signed document is stored and readable by the owner.
5. S5the owner has approved the settlement amount in writing.
6. S6the bank shows the transfer and the VID filing is confirmed.
7. S7every system on the S1 checklist shows the account disabled, with a screenshot or admin-list line each.
8. S8every equipment line on the S1 checklist is closed with a return date, or written off by the owner.
9. S9mail is routed, notes are stored, and the mailbox state is recorded.
10. S10the person is marked departed, the RS/VID notifications are confirmed sent, and the owner has the three-line summary.

Ko saglabāt

Signed resignation or agreement · approved settlement with its math · bank transfer reference · VID filing confirmation · per-system access-revocation proof with dates · equipment return records · the owner's confirmations in S2, S5, S6 (who, when).

Kā šī procedūra uzlabojas

After every 5 runs ask: how many days from resignation to fully clean access, and which system was slowest? Did any settlement need correction after S7's check? Did any equipment stay unreturned past 14 days? Was any filing late? A new version fixes the slowest or failing step and says so in its change note.