University of Kwazulu-Natal

Employee Offboarding Process A 6 Steps Guide Free Template

Bonisiwe Shabane
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employee offboarding process a 6 steps guide free template

Your employee onboarding process is top-notch, but what happens when an employee departure is on the horizon? A well-structured employee offboarding process is just as important as onboarding. It’s not just as simple as accepting a resignation letter and saying goodbye, Nearly 40% of HR leaders feel unprepared for complex offboarding scenarios, and only 48% plan to invest in automation tools to... Whether a leaving employee is retiring, resigning, or being let go, a proper offboarding strategy helps you avoid negative reviews on platforms like Glassdoor, with 55% of HR leaders reporting such outcomes. But an empathetic offboarding process supports remaining employees, and even leaves the door open for boomerang employees who might return in the future. Download our free offboarding checklist for HR managers.

Download our comprehensive Employee Offboarding Checklist today and ensure every exit is smooth, secure, and professional. A great offboarding process protects your data, keeps you compliant, and preserves your employer brand. Done well, it turns a departure into a smooth handoff: no drama, no loose ends, no risk, and often creates future rehires or referrals. My view is simple: treat offboarding with the same rigor you give onboarding, and you’ll reduce legal exposure while strengthening culture. (adsbygoogle = window.adsbygoogle || []).push({}); What to do first: Confirm the last day, reason code, and eligibility for rehire; lock in a timeline and owners.

Don’t miss: Same-day access removal, asset return, final pay accuracy, benefits/COBRA notices, and knowledge transfer. DOL+1 Security: Disable all accounts (SSO, email, SaaS, VPN), rotate shared credentials, and close admin access immediately. NIST Publications+1 Manage team tasks inside Microsoft Teams. Track and analyze key performance metrics.

Integrate Teamflect with over 200+ HRIS platforms. Automate and elevate performance with AI. Streamline and digitize performance management. By clicking "Download now," you agree to the use of your data in accordance with Rippling's Privacy Notice, including for marketing purposes. Let's face it, saying goodbye to employees is never easy. Whether they're leaving for a new opportunity, retiring after years of service, or moving on due to restructuring, the way you handle these exits matters.

No one wants to deal with the headaches that come with a sloppy offboarding process, like forgotten paperwork, lingering access to sensitive data, or confusion over who's supposed to take over the departing employee's... But here's the thing: a little planning and preparation can go a long way in making offboarding a whole lot smoother for everyone involved. By creating a clear, step-by-step checklist, you can make sure nothing falls through the cracks and the employee leaves on a positive note. In this article, we'll walk you through everything you need to include in your offboarding checklist, from the moment an employee gives notice to their final day and beyond. In simple terms, offboarding refers to the process of managing an employee's departure from your organization. It encompasses all the activities and procedures involved in wrapping up an individual's employment.

Access to 15 certificate programs, courses and all future releases AIHR Boot Camps are intensive HR training programs designed to rapidly upskill small cohorts, blending self-paced, specialized content with instructor-led, practical sessions, all guided by a program manager to ensure progress and impact. Offboarding ensures a smooth transition when employees leave an organization. Implementing a robust offboarding process helps minimize legal risks, maintain positive relationships with former employees, and protect a business’s reputation. In this article, we’ll explore employee offboarding, what the process should look like, and provide you with an offboarding checklist to download. Here goes!

ContentsWhat is offboarding?Offboarding and onboarding: What’s the difference?Why is offboarding important?Offboarding process in 9 stepsCommon offboarding mistakes to avoidEmployee offboarding examplesOffboarding softwareEmployee offboarding checklist [Free download]FAQ An employee offboarding template gives your departing employees and their managers a single system of record for all offboarding tasks. Streamline your exit process and keep track of important documents, transition tasks, and last-day to-dos. Employees come and go—are you prepared for both? We tend to structure our onboarding processes to help new employees hit the ground running, but we don’t always do the same for offboarding. Offboarding, or the process of helping employees leave your company, is just as important as onboarding—but it’s often overlooked.

An employee’s departure will inevitably affect their team, workflows, and projects. But you can ease this transition and limit interruptions with a reusable employee offboarding template. Looking for an onboarding template instead? Find it here: .css-y5dm7i-link-2-inline-regular{background-color:transparent;cursor:pointer;font-weight:inherit;-webkit-text-decoration:none;text-decoration:none;position:relative;color:inherit;-webkit-text-decoration:underline;text-decoration:underline;font-size:14px;font-weight:500;line-height:150%;letter-spacing:0;font-family:"TWK Lausanne","Helvetica Neue","Helvetica",sans-serif;font-size:inherit!important;font-weight:inherit!important;line-height:inherit!important;font-family:inherit;color:inherit;text-underline-offset:4px;text-decoration-thickness:1px!important;}.css-y5dm7i-link-2-inline-regular:hover{color:var(--lightmode-link-hover);-webkit-text-decoration:none;text-decoration:none;}.css-y5dm7i-link-2-inline-regular:hover path{fill:var(--lightmode-link-hover);}.css-y5dm7i-link-2-inline-regular svg{height:10px;padding-left:4px;}.css-y5dm7i-link-2-inline-regular:hover{border:none;color:var(--lightmode-link-hover);-webkit-text-decoration:underline;text-decoration:underline;}[lang="ja"] .css-y5dm7i-link-2-inline-regular{font-family:"Hiragino Kaku Gothic ProN","Helvetica Neue","Helvetica",sans-serif;}@media (min-width: 768px){.css-y5dm7i-link-2-inline-regular{font-size:16px;}}.css-y5dm7i-link-2-inline-regular>u{text-decoration-thickness:1px!important;}.css-y5dm7i-link-2-inline-regular:hover,.css-y5dm7i-link-2-inline-regular:hover u{color:var(--lightmode-link-text-weak-hover);}.css-y5dm7i-link-2-inline-regular:active,.css-y5dm7i-link-2-inline-regular:active u{color:inherit;}.css-1iqbuns-link-2-inline-regular{background-color:transparent;cursor:pointer;font-weight:inherit;-webkit-text-decoration:none;text-decoration:none;position:relative;color:inherit;-webkit-text-decoration:underline;text-decoration:underline;font-size:14px;font-weight:500;line-height:150%;letter-spacing:0;font-family:"TWK Lausanne","Helvetica Neue","Helvetica",sans-serif;font-size:inherit!important;font-weight:inherit!important;line-height:inherit!important;font-family:inherit;color:inherit;text-underline-offset:4px;text-decoration-thickness:1px!important;}.css-1iqbuns-link-2-inline-regular:hover{color:var(--lightmode-link-hover);-webkit-text-decoration:none;text-decoration:none;}.css-1iqbuns-link-2-inline-regular:hover path{fill:var(--lightmode-link-hover);}.css-1iqbuns-link-2-inline-regular svg{height:10px;padding-left:4px;}.css-1iqbuns-link-2-inline-regular:hover{border:none;color:var(--lightmode-link-hover);-webkit-text-decoration:underline;text-decoration:underline;}[lang="ja"] .css-1iqbuns-link-2-inline-regular{font-family:"Hiragino Kaku Gothic ProN","Helvetica Neue","Helvetica",sans-serif;}@media (min-width: 768px){.css-1iqbuns-link-2-inline-regular{font-size:16px;}}.css-1iqbuns-link-2-inline-regular>u{text-decoration-thickness:1px!important;}.css-1iqbuns-link-2-inline-regular:hover,.css-1iqbuns-link-2-inline-regular:hover u{color:var(--lightmode-link-text-weak-hover);}.css-1iqbuns-link-2-inline-regular:active,.css-1iqbuns-link-2-inline-regular:active u{color:inherit;}Employee offboarding is the transition process when an... Having a structured offboarding process helps capture all of the employee’s responsibilities, so remaining team members understand the work they need to coordinate and take on during the transition.

It also helps your people managers and HR employees as they close out loose ends (such as receiving a resignation letter and returning company assets). Your employee offboarding experience will depend on your company culture and specific organizational needs, but the process should: Broadcast important information & track employee acknowledgments Powerful group messaging via customizable group channels Make communication effortless and automatic Everything you need to communicate as it happens - in one place

Let employee advocacy become your new competitive advantage Well, maybe not number sequences like pi or time itself but 99% of everything has an end, including employment. Only in exceptional cases does someone spend their entire career in the employment of a single business or organisation before retiring and sailing off into the sunset. ⛵ Organisations invest much time, effort, and emphasis on their onboarding. Makes sense.

After all, it’s important that new hires benefit from an infrastructure that promotes success from the earliest stages of employment. Research shows that employees who have a positive offboarding experience are almost three times more likely to recommend your business organisation. Full version of Instagantt. Don't know what Asana is, or don't want to use it with Asana? If you need to manage your Asana projects in Instagantt, this is your product. Full version of Instagantt.

Don't know what Asana is, or don't want to use it with Asana? If you need to manage your Asana projects in Instagantt, this is your product. When someone is leaving your company, whether it is voluntarily or involuntarily, you will want to make the transition process as seamless as possible. Creating and carefully implementing an employee offboarding process helps companies stay ahead of difficult situations, to maintain a good reputation, and to provide a memorable and positive farewell to their employees.

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