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On this page
  • What is Employee Offboarding process?
  • Why use a template?
  • Template Example:

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  1. Introduction
  2. Template Examples

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:

  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.

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Last updated 2 months ago

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