employee offboarding checklist template

employee offboarding checklist template is a employee offboarding checklist sample that gives infomration on employee offboarding checklist design and format. when designing employee offboarding checklist example, it is important to consider employee offboarding checklist template style, design, color and theme. how you say goodbye to a departing employee says just as much about how you welcome a new team member to the fold. there’s a lot here, so we created an offboarding checklist template to help you zip through the offboarding process. ask the leaving employee how they want you to deliver the news and if they’re comfortable with you sharing more details about their departure—like reasons for leaving and future plans. document all the meetings and training to have it ready for their replacement. make sure you have a plan to recover your company’s property. your company’s systems may contain sensitive information, and you probably don’t want everyone in the world to have access to it.

employee offboarding checklist overview

make sure you update the organization’s chart after a teammate leaves. listen to the feedback you receive. you should also thank the leaving team member for their efforts. if it’s for a growth opportunity, feel good about the part you played in helping them get ready to spread their wings. offboarding is important for both the team member leaving and your current team because it helps facilitate knowledge transfer and allows you to improve processes. onboarding aims to welcome new team members and familiarize them with their new roles.

a resignation letter is placed on your desk, and the employee tells you they’re moving on. all you’ve got to do is make sure the employee’s outplacement is managed legally, fairly and properly. in particular, make sure the employee’s direct team, managers and subordinates know what’s going on, as well as payroll and it, who will have a few offboarding processes to carry out themselves. when you don’t have a successor ready to go, you’re going to have to create documents, processes and contact lists ready for the replacement to use once you’ve filled the position.

employee offboarding checklist format

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employee offboarding checklist guide

the trick is to make someone responsible for recovering the assets. make sure your org charts and directories are up to date, with the employee’s replacement details included to ensure a smooth transition. payroll systems have this functionality built in, but it’s important to make sure the final pay process is actually carried out by payroll. the amount of documentation you provide to the employee will depend on the circumstances of their separation, but you’ll be legally obliged to provide final pay information, a certificate of service and contracts if requested, so be prepared. of course, to ensure both of these things happen, you’re going to need to make sure the employee has a very positive offboarding experience.

the offboarding process is the reverse and helps complete the employee lifecycle in a structured way. the aim is to have a stress-free exit. in addition, 76% of it leaders agree or strongly agree that “employee offboarding is a significant security threat.” using your offboarding process to ensure former employees don’t have access to company systems and networks after they leave is a simple way to minimize this threat. an added bonus of a positive offboarding process is that if you find yourself missing certain knowledge after their departure, you’ll be able to ask the employee to help you out, which they’ll be happy to do. the same applies to brochures and the company website and can prevent a lot of (internal) confusion.

from the former employee’s perspective staying in touch has advantages too, for example, when they need a reference or a letter of recommendation, or if one day they see a vacancy that piques their interest and potentially want to return. the company needed to create a better employee offboarding process so that employees had a better experience and no delays. however, if you don’t have an extensive budget, this is a good example of a free tool you can use to structure your employee offboarding. employee offboarding covers the entire process from when an employee hands in their resignation (or is involuntarily terminated) to the day they leave the organization and beyond. the offboarding process covers the journey from when an employee resigns (or is terminated) and exits the organization.