Resource

Leaving the Staff Room

A teacher resigning in July, followed to the last evening — the notice period and the file it is recorded on, the exit interview that is the only honest feedback a school ever gets, the reference and service letter they will need in September, and the difference between ending an account and deleting a person.

School AdminOther Staff Roles
Leaving the Staff Room

The account that still works six months later

Every school has one. An email address that still receives, a login that still opens the gradebook, belonging to somebody who left in July — because offboarding a member of staff is a checklist nobody owns, spread across a bursar, an IT contractor and whoever happens to remember. And the opposite failure is just as common: the record deleted along with the login, so when the reference request arrives in September there is nothing left to write it from. This walkthrough follows one resignation from the notice letter to the evening the account stops working: what HR records, what the leaver is asked, what they are owed, and exactly what survives them. Every screen is the real application.

On this page
Step 1 · HR office

Notice, and the file it lands on

A resignation is a date before it is anything else. Everything downstream — the cover arrangements, the exit interview, the last payroll run, the day the account closes — is counted backwards from one day, so that day belongs on the employment record rather than in an inbox.

1

People Operations

The workforce register, and the place the lifecycle actions live — activate, deactivate, initiate offboarding. It is deliberately not the same page as the staff directory: the directory maintains records, this composes a workforce, and the figures above each are different questions asked of the same people.

Headcount, active and inactive, on leave, and who joined in the last ninety days
Lifecycle actions per person rather than a status field somebody edits
Offboarding is initiated with a last working day, a notice period and a reason — all four at once, because a date without a reason is not a record
“No department” is a counted, coloured figure, because an employee nobody has filed is an employee nobody covers
The register is the same list the directory shows; what differs is which questions each page asks of it
2

Their record, with an end date on it

Bisi Ogunlade’s file. Seven years, two classes, a supervisor and a mentor, qualifications with the certificates attached — and now an end date. Nothing is removed at this point and nothing needs to be: the record is what the reference will be written from, and the leaving is one more fact on it.

Employment start and end on the same record, so length of service is computed rather than remembered
Teaching assignments still visible, which is what the cover arrangements are read from
Qualifications and compliance documents stay attached — a safeguarding audit can still be answered next year
Version history shows the end date being set, by whom and when
The account is still live at this point; a notice period is not a suspension

Ready to run your school on this?

Every screen in “Notice, and the file it lands on” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Step 2 · HR office

The two things a leaver owes, and is owed

Between the notice and the last day sit two registers pointing at each other. One is the school asking the leaver a question it will never get a more honest answer to. The other is the leaver asking the school for the paperwork that outlives the job.

1

The exit interview

Structured feedback from somebody with nothing left to lose: why they are leaving, what management was like, what the work was like, what development they did or did not get, and whether they would recommend the school. One interview is an anecdote. Four are the row of figures above the table — and two of these leavers would not recommend the school, both for reasons specific enough to act on.

Reason for leaving as its own field, so resignations, contract ends and dismissals are separable
Management, environment and development captured separately, because a school can be good at one and bad at another
“Would recommend” as a counted figure — the one number a governing body can be shown
“Would not recommend” is coloured, because it is the signal worth acting on before it becomes a pattern
Interviews are held against the offboarding record rather than as a loose document, so the file and the feedback stay together
The register is comparative by design: the value is in the fourth interview, not the first
2

And the paperwork they will need

The office’s queue of what staff have asked it for — a reference letter, a confirmation of service, a payslip history, a tax certificate. Two of the rows here belong to the leaver, and they are the two every leaver needs. Filing them as tracked requests rather than emails is what stops a reference request in September becoming an archaeology exercise.

Requests with a status HR works down: pending, processing, ready to collect, collected
Rejected is a real outcome with a reason attached, not a silence
The document is filed against the person, so the same letter can be reissued without rewriting it
A leaver keeps the ability to request documents after their last day — the record outlives the login
Every figure on the stat row filters the table under it

See this on your own school’s data.

Every screen in “The two things a leaver owes, and is owed” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Step 3 · The employee

The same requests, from their side

The single most common complaint from somebody working out a notice period is not knowing whether anybody has picked anything up. There is one screen that answers that, and it belongs to them rather than to HR.

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Asking for the letter, and watching it move

The employee’s own document screen: what they have asked for, what state each request is in, and what has been issued. The same records the HR queue was working two steps ago — one register, two views — so nobody has to ring the school to find out whether anything is happening.

Request a document from a fixed list the school actually issues, rather than by email
Status visible to the person waiting: with the office, ready to collect, collected
Documents already issued stay downloadable, filed against them rather than sent once
Scoped to the person signed in — an employee sees their own requests and nobody else’s
This screen is the reason the last phase can be as blunt as it is: the leaver has what they need BEFORE the account closes

Set this up for your team.

Every screen in “The same requests, from their side” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

Step 4 · School office

And then the access ends — not the record

The final act is one switch, and the whole design of this platform is arranged so that throwing it is safe. Portal access and employment record are separate things: ending the first is an evening’s work, and the second is what the school will still be answering questions from in five years.

1

The staff directory, and the access column

Every employee with one honest answer to the only question that matters at this point: can this person sign in? It is a computed column rather than a status field — a school with an account it never issued, an invitation nobody accepted and a deactivated login all read differently here, and “No portal access” counts all three.

Portal access is derived from the account’s real state, not from a flag somebody remembered to set
“No portal access” counts everyone who cannot sign in, with the invited-but-not-completed subset as its detail line
Deactivating an account leaves the employment record, the documents and the exit interview exactly where they were
Re-activation is a first-class action, because staff come back — and a returning teacher should not be a new employee
What is deliberately NOT here is a delete button: a school that can delete an employee cannot answer a reference request, an audit, or a safeguarding enquiry

Ready to run your school on this?

Every screen in “And then the access ends — not the record” is the live product, not a mockup. Create your school account, or have us walk you through it on a call.

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