Local HR How-To Guide - Exit Management

Sep 15, 2026

Uploaded by Cipher

The guide defines Local HR’s responsibilities within the Exit Management process, focusing on how cases are initiated, documented, and progressed. It details when Local HR must seek final sanction and when Local HR acts on an employee’s behalf, including resignations, retirements, deaths in service, and ill-health retirement. It outlines required submissions, escalation for clarifications, file handling, and the Exit checklist tasks for staff list updates, system access removal, and related administrative actions.

LanguageEnglish

CategoryLetters

FormatPDF

Pages9

Reading Time3 min

AccessFree to download

Local HR Responsibility in the Exit Management Process

Resign/Retire

Death in Service

Exit Management Process Steps

PeoplePoint Exit Management Process (diagram overview)

Steps for Local HR actions

Exit checklist tasks

Local HR How to Guide Exit Management Page | 0 | Local HR Responsibility in the Exit Management Process | | --- | | The objective of this ‘How To’ Guide is to outline Local HR’s role in relation to Exit Management. The following Exit Management activities require final sanction from Local HR: | | 􀀹 Resign/Retire
Employees should raise a case on the CMS with PeoplePoint once they have signalled their intention to resign/retire with LHR & their Head of Division as per the Exit Circular 10/2012 . Exit notifications should be submitted at least one month for grades up to Assistance Principal, and three months for Principal Officers and grades above.
Local HR will raise an Exit case on behalf of the Employee with PeoplePoint in limited instancesDeath in Service, Retirement of staff with no PC access, on behalf of Employee on sick leave etc.
􀀹 Death in Service
Local HR will issue initial correspondence such as condolences letter to the next of kin, or estate. Local HR Unit will notify PeoplePoint and complete an Exit Form to begin the Exit Management process for the deceased. PeoplePoint will deal with the case with all due sensitivity. | | Please note: An Exit Form must be completed in all circumstances either by the Employee or Local HR. In the case of Ill Health Retirement, Local HR should submit an Exit Form on behalf of the Employee. | |
Please Note: If an Employee submits an Exit Form to PeoplePoint, PeoplePoint will in turn advise Local HR. | | --- | |
Please Note: PeoplePoint may contact Local HR if any clarification is needed on any of the Exit Management activities. This will occur on a case by case basis. | Exit Management Process Steps The diagram below details the PeoplePoint Exit Management Process. Local HR’s role in the PeoplePoint Exit Management process is identified in the two steps highlighted in green below. Please see the following pages for full details. | | Please Note: The trigger for this process is usually an Employee informing PeoplePoint of their intention to exit. PeoplePoint will inform Local HR and request any clarification required to complete the Exit activities (E.g. the Exit Form etc.)
In all cases an Exit Form must be completed by the Employee or Local HR.
The scenario below illustrates the Retirement process. | | --- | --- | | Please Note: Local HR will complete Step 1 on the Employee’s behalf in limited instances like Death in Service, Retirement of staff with no PC access, on behalf of an Employee on sick leave etc.
Please Note: Local HR and/or Employee Assistance Officer (EAO) will be responsible for | | --- | | obtaining the completed Pensions forms from the spouse/child/legal rep, etc. and for sending theses to PeoplePoint when the initial Exit case is raised.
Please Note: The Employee’s Exit file may be requested in advance of their Exit. | Page | 2 Actions to be completed by Local HR in the PeoplePoint Exit Management Process In the PeoplePoint Exit Process, Local HR is responsible for completing the following steps. These steps are detailed below: *Step 1 is usually completed by the Employee but in limited instances like Death in Service, Retirement of staff with no PC access, on behalf of an Employee on sick leave etc., Local HR will complete Step 1 on the Employee’s behalf. | Step 1 | Employee accesses the Case Management System and raises an Exit Management case. | | --- | --- | 1.The Employee accesses the Case Management System via the PeoplePoint Portal and raises an Exit Management Case Page | 3 2.Attach any necessary documentation ( Exit Form, Copy of Retirement/ Resignation letter) Page | 4 3.Submit case to PeoplePoint | Step 7 | Local HR sends PeoplePoint the Employee’s File by courier | | --- | --- | | 1.Local HR receive request for Employees File | | | | | Please Note: Local HR /Employee should not raise an additional Pensions case. PeoplePoint Exit team will administer a Pension case and request the Emp

FAQs

What are the key actions Local HR performs after the exit case is raised?

Local HR completes required steps such as submitting the Exit case, providing necessary documentation, sending the employee’s file to PeoplePoint (by scan/email or courier where needed), and completing the Exit checklist including updating staff lists and removing system permissions.

Sep 15, 2026

Uploaded by Cipher