Manage offboarding in your company using a checklist and avoid legal risks due to errors in your documentation process.
This checklist provides the steps the supervisor/manager and the employee need to complete in order to allow the employee to officially exit from the department.Download template
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Offboarding is the process by which people leave their colleagues and the company they work for in a structured way. Similar to onboarding, it is important that the offboarding process is organised and structured.
Offboarding checklists for employees serve human resources (HR) to support employees who are leaving the company either through resignation, resignation or retirement in the process. The lack of an offboarding process for employees can expose companies to legal, security and reputational risks.
Using offboarding checklists helps HR departments and teams with the following steps
Regardless of the reason your employee is leaving, thank him or her. Start the conversation by thanking him/her for the work. In case he/she starts a new job, congratulate and wish good luck in the new position.
Although it can be tempting to wait to communicate the departure of an employee, it is smart to share the information with your staff in a timely manner. The longer you wait, the more likely it is that your team will find out the supposed details themselves. To avoid this kind of corporate gossip, managers should inform their team, the department and HR about such internal changes as soon as possible.
Whether the position is being filled or not, it makes sense to ensure that the knowledge remains within the company. Here are three points you should keep in mind:
In addition to this information, it is always good to ask people to create a handover document or video with useful tips and tricks. This simplifies the onboarding process of new employees and clarifies questions in advance.
Make sure that company equipment is handed in,This may include the following items:
The same goes for system access. Don't forget to revoke all of them. This includes emails and internal platforms. For example, also think about CRM systems, social media accounts, content databases and access to sales dashboards.
A final exit interview can provide a great opportunity. It can give you insights into the strengths and weaknesses of your organisation. Take all feedback seriously. the following questions can help you in an exit interview:
When an employee has left the company, make sure you update your organisational charts and directories. The same goes for things like brochures and the company website. If the dates are mentioned there, this also needs to be updated.
With a digital offboarding checklist, you can easily manage the offboarding process via tablet or smartphone - online or offline. Using the desktop version, you can create a customised offboarding list and then analyse the data collected.
By using the digital offboarding checklist, you can easily manage the offboarding process - online or offline. By using the mobile app for your offboarding process, you ensure that you don't forget any important points and that you can say goodbye to your employee properly. Using Lumiform offers many more advantages for a standardised offboarding process.