When an employee leaves your company, it’s important to have a structured offboarding process in place. Offboarding is the process of transitioning an employee out of your company. It’s important to ensure that the process is handled professionally and efficiently. Below is an offboarding checklist to make sure you have a smooth offboarding process!
An exit interview allows you to get feedback from your employee about their time at the company. It allows you to identify where you can make improvements.
Here is a checklist for conducting the exit interview:
Note 💡: It’s important to maintain a positive relationship during the offboarding process to ensure things end on good terms.
Before the employee leaves, document their responsibilities, and knowledge so that it can be shared with other employees.
Here is a checklist of things you should keep track of:
You should collect company assets so they’re secure and not at risk of being misused.
Remember to do the following:
Inform employees and any relevant clients about the employees’ departure and your plan moving forward.
Here is a more detailed checklist:
Make sure you finalize any administrative tasks relating to the employee. This includes:
Maintaining a positive relationship with the ex-employee is essential. Here are some simple things you can do to maintain your relationship:
Offboarding an employee is an important process. This checklist will ensure that you act professionally to maintain your relationship with the employee. Missing this opportunity for a smooth and thorough offboarding may lead to an employee feeling dissatisfied which could hurt your company's reputation.
Employee anniversary recognition programs, such as years of service awards, are an essential part of creating a positive workplace culture.
An onboarding buddy program is a system in which new employees are paired with an experienced employee who provides support, guidance, and feedback.