Has an employee left your company? Or will an employee be leaving the company in a few months? If so, you need to indicate this in Mbrella. This will enable the remaining budget to be calculated and the employee to receive the remaining budget. This is known as third-pillar expenditure, which is taxed at 38.07%.
How do I offboard an employee?
Whether it was last week, today or in three months' time, as soon as you know that an employee is going to leave Mbrella, you need to offboard them in Mbrella. To do this, follow these steps:
Go to the "Employees" tab.
Find the employee you want to remove and use the three dots to click on "Offboard".
3. You will see a pop-up window explaining exactly what this means.
4. Enter the departure date. The employee's remaining budget will be automatically prorated to the budget they are entitled to.
5. On the departure date, the employee will appear in the list under the "Offboardings" tab.
💡If the offboarding date is in the future, however, the employee will remain in the active list until that date.
How do I cash in an outgoing employee?
Access your employee overview and click on "Offboardings".
Search for the employee for whom you wish to cash out and click on "Review expenses" to process any unapproved expenses.
3. Click on "Cash-out" once you have consulted the expenses. This option is only available from the offboarding date.
4. If the employee still has a mobility budget remaining, Mbrella will automatically create an expense. This will then also be processed in the next payroll.
💡 You cannot cash out an employee who leaves the company before the offboarding date. Employees can still use their mobility budget until their departure date.
❗ As you can make 1 payroll export per month, Pillar 3 cash-out can only be generated at that time.
Would you prefer a video? If so, watch how to offboard in an employee here: