The employee’s manager and HR department will usually oversee offboarding, but it’s important to consider the needs of other departments too. If you already have existing documents, processes, or offboarding guides, be sure to include those here.Ĭheck in with other departments. Gather everything you need to properly offboard your employees and review it. 6 steps to create an offboarding checklist templateĬreate your offboarding checklist template in six straightforward steps: Using the same checklist for every employee (copied from your template) ensures that you never miss a step, big or small, in your offboarding process. If you overlook this step, the departing employee might not qualify for extended health care after they go-not the best way to end the employee experience. For example, you know that you need to submit information to your health insurance provider as part of your employee offboarding process. This not only keeps you organized throughout the employee offboarding process, but it also ensures that the offboarding process is always consistent across your organization.īecause of this, you won’t miss any crucial steps. But rather than writing one out or printing a saved doc that’s clunky and hard to update, you can create a digital employee offboarding checklist template. Sometimes, a good old-fashioned checklist is the perfect way to stay organized. The purpose of a digital employee offboarding checklist template When an existing employee notifies you that they’re leaving, simply duplicate the checklist template and begin the process. Creating an employee offboarding checklist template will help you to track this process and ensure you do all the right things for every departing employee. Regardless of what you include, there are a lot of steps involved in offboarding an employee, including critical details that are easy to overlook. Include an exit interview to gain feedback and improve the work experience for future employees. Have steps for gathering laptops, ID cards, and any remaining materials owned by the company. Help the human resources department gather paperwork.įacilitate knowledge transfer to gather concepts, processes, and work-in-progress before an employee’s last day. Prepare the team for the employee’s departure.Įnsure you make all necessary announcements. Your employee offboarding experience will depend on your company culture and specific organizational needs, but the process should: It also helps your people managers and HR employees as they close out loose ends (such as receiving a resignation letter and returning company assets). Having a structured offboarding process helps capture all of the employee’s responsibilities, so remaining team members understand the work they need to coordinate and take on during the transition. Looking for an onboarding template instead? Find it here: Free employee onboarding template What is employee offboarding?Įmployee offboarding is the transition process when an employee leaves your company.
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