1. HR department: Carry out leaving action for the employee.
2. PF: Enter the leaving date in the Basic Data PF (0278) infotype for all of the insured person’s funds.
   As soon as the insured person no longer needs to be processed in the PF (for example, if no interest on arrears needs to be processed), you must also delimit the infotype, so that the insured person is not taken into account for evaluations for the whole fund.
3. PF: Delimit the infotype for all of the insured person’s funds
   Set the leaving date as the end date. If you are processing the employee’s leaving retroactively, you must first run the payroll, to reverse any possible erroneous benefit postings.
4. PF: Accounts closure on leaving date.
   Do not carry out any other activities that could influence the insured person’s benefits (for example, manual postings).
5. PF: Create leaving payroll.
6. PF: Delimit the account. (See Account Maintenance, Account Management).
   This prevents subsequent postings to the account.
7. PF: Delimiting the personnel number assignment of the account.
   This is necessary, to avoid conflicts upon an employee’s re-entry.

If you want to run the leaving payroll before the last payroll run, you must use the leaving simulation, as various values (master data, postings) could still change.

Person-related function view