Employee Offboarding Template

Professionally offboard an employee and do not forget any detail.

What is Employee Offboarding process?

It is a process of managing an employee's departure from your company. It involves many tasks and activities to ensure a smooth transition for both the departing employee and the organization. Despite appearances, offboarding process is as important as onboarding, because it shows company's relationships with others.

Why use a template?

Template could be your comprehensive to-do list, that will make sure that the HR team doesn't forget anything. It can be also shared with many projects, so whenever there is a change in personnel, the template will be ready-to-use. Create one Jira issue template, and gain a reliable checklist of tasks you should complete.

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Template Example:

Template name: Employee offboarding

Epic: Offboarding [name of departing employee/department]

Description: Develop a systematic approach for smoothly transitioning departing employees out of the company.

Tasks:

1. Exit Interview and Documentation

Description: Conduct an exit interview to gather feedback and complete the necessary paperwork.

Subtasks:

• Schedule exit interview with HR.

• Provide departing employees with necessary documents (exit checklist, non-disclosure agreements, etc.).

• Return of Company Property

1. Equipment

Description: Ensure all company-owned equipment and materials are returned.

Subtasks:

• Collect company laptop, phone, keys, access badges, and any other equipment.

• Confirm the return of all company-owned items and update inventory records.

1. Access Revocation

Description: Secure company data and systems by revoking access.

Subtasks:

• Disable access to accounts based on the onboarding checklist and later access request

• Revoke access to third-party platforms and accounts.

1. Knowledge Transfer and Documentation

Description: Document and transfer necessary knowledge and responsibilities.

Subtasks:

• Identify key tasks, projects, and responsibilities of the departing employee.

• Document processes and procedures that are specific to the departing employee's role.

• Assign a point of contact for any questions or support needed after departure.

1. Farewell Announcement and Transition Support

Description: Notify the team of the departure and facilitate a smooth transition.

Subtasks:

• Draft a farewell announcement email to be sent by HR or the departing employee.

• Coordinate handover of ongoing projects and responsibilities to other team members.

• Provide support to the team to ensure continuity and morale.

1. Offboarding Survey

Description: Gather feedback to improve the offboarding process.

Subtasks:

• Send out an offboarding survey to departing employees to collect feedback on their experience.

• Analyze survey responses and identify areas for improvement in the offboarding process.

• Implement any necessary changes based on feedback received.

You can also define template values for custom fields. Supported custom fields can be found here.