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.
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:
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
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.
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.
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.
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.
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.
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