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