Employee Offboarding Procedure
An interactive guide to the company’s exit policy and procedures.
Policy Introduction & Objectives
This section provides a high-level summary of the Employee Exit Policy. Its purpose is to ensure a smooth, secure, and compliant transition for all departing employees. The objectives focus on protecting company assets and data, maintaining business continuity, and providing a respectful offboarding experience. This applies to all employees and contractors leaving the company.
Policy Objectives
- Protect the organization’s sensitive data and intellectual property.
- Ensure the secure retrieval of all company assets.
- Maintain continuity of business operations and knowledge transfer.
- Comply with all relevant legal and regulatory requirements.
- Provide a respectful and professional offboarding experience.
- Ensure accurate final payroll processing and benefits administration.
Data Retention and Compliance
All data related to the departing employee and their work, including email archives and transferred documents, will be retained in accordance with the company’s data retention policy and relevant legal requirements (e.g., GDPR, local labor laws). Access to this retained data will be strictly controlled and audited.
IT Department Offboarding Checklist
This section outlines the critical security and data management tasks for the IT department. The procedures below are designed to protect digital assets, revoke access securely, and preserve essential company data when an employee departs. Click on each item to see detailed instructions.
Human Resources Offboarding Checklist
The HR department manages all administrative, legal, and relational aspects of an employee’s departure. This checklist covers final communications, exit interviews, payroll, and the return of company property, ensuring a compliant and professional process. Click on each item to see detailed instructions.
Manager’s Offboarding Checklist
As a direct manager, your primary role is to ensure a seamless operational transition. This involves overseeing knowledge transfer, reassigning responsibilities, and completing final performance reviews to prevent disruptions and maintain team productivity. Click on each item to see detailed instructions.
Departing Employee’s Responsibilities
This section outlines your responsibilities during the offboarding process. Your cooperation is essential for a smooth transition. The main tasks involve transferring knowledge to your team and returning all company property in a timely manner. Click on each item to see detailed instructions.
