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Employee Offboarding

Structured process for handling employee departures with security and compliance.

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Employee Offboarding
Duration:1–2 weeks
Roles:HR Manager, IT Admin, Direct Manager
Cadence:Per departure
GeneralMedium

Steps

  1. 1

    Receive resignation

    Document resignation and confirm last working day.

  2. 2

    Notify stakeholders

    Inform relevant teams, clients, and partners of the transition.

  3. 3

    Knowledge transfer

    Schedule handover sessions for projects and responsibilities.

  4. 4

    Revoke system access

    Disable all accounts, VPN, email, and tool access on last day.

  5. 5

    Collect company assets

    Recover laptop, phone, badge, keys, and credit cards.

  6. 6

    Conduct exit interview

    Gather feedback on work experience and reasons for leaving.

  7. 7

    Process final payroll

    Calculate outstanding pay, PTO balance, and benefits.

  8. 8

    Update records

    Update HR system, org chart, and distribution lists.

Customize this template

This template is a starting point. Customize steps, owners, deadlines, and proof requirements to match your exact workflow.

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