What is offboarding?
Also called: employee offboarding, exit process
Last updated
Offboarding is the process for an employee leaving an organisation. It covers the resignation or termination paperwork, handing over their work, removing their access to systems and premises, recovering equipment, final pay and benefits, and an exit interview, so the person leaves well and the organisation keeps its knowledge and stays secure.
In more detail
Offboarding gets less attention than onboarding, but the risks are higher: accounts left open after someone leaves, knowledge that walks out of the door, company equipment that never comes back, and final pay that is wrong. Like onboarding, it is shared between HR, IT, finance and the manager, and it hangs on one date: the last day.
A good offboarding process starts as soon as the notice is given, not on the last day. It gives the person time to hand over properly, removes access at the right moment, and treats them with respect, since former employees become customers, referees and sometimes returners.
Example
When a project manager resigns, HR confirms the leaving date and final pay, the manager agrees a handover plan for her projects, IT removes her access at 5 pm on the last day and collects her laptop, and HR runs an exit interview in her final week.
Offboarding in CheckFlow
In CheckFlow an offboarding template asks for the leaving date when the checklist starts and counts the due dates back from it. Each task is assigned to HR, IT, finance or the manager, access removal can halt the checklist until it is confirmed, and the checklist is the record that every step was done.
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