Process Library

Employee Offboarding

A respectful, secure offboarding that protects the company, captures knowledge, and treats the departing person well.

HR & People 6 steps
When to use

When an employee resigns or is exited, voluntary or not.

Trigger
Runs when: A departure is confirmed

The procedure

6 steps

  1. Agree the last day, the transition plan, and what gets communicated to whom.
  2. Capture the critical knowledge the person holds before they leave.
  3. Schedule an exit conversation to learn what would have changed their decision, where relevant.
  4. Revoke system access on the agreed schedule, fully on the last day.
  5. Recover company property and finalize pay, benefits, and any agreements.
  6. Communicate the change to the team with clarity and respect.
Outputs
  • A transition plan with knowledge captured
  • Access revoked and property recovered on schedule
  • A clean final pay and benefits wrap-up
Tools
HR systemIdentity / SSOOffboarding checklist
Note: Revoking access cleanly on the last day is non-negotiable for security; doing it with dignity is non-negotiable for culture. Both, always.
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Related searches
offboarding sop employee departure process exit checklist access revocation termination process

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