Why do small and medium-sized businesses need an offboarding checklist?
- It helps HR, IT, and managers understand their roles and deadlines
- Reduces confusion during the employee’s departure
- Ensures a seamless and professional exit process
What Does a Typical Offboarding Checklist Include?
An offboarding checklist is a structured guide that organizations use to ensure a smooth and comprehensive process when an employee leaves the company. This list covers all the necessary steps and tasks to handle the employee’s departure smoothly and properly, considering company culture, legal requirements, and security standards and procedures.
- Exit Interview: Conducting a final interview to gather feedback and insights from the departing employee.
- Knowledge Transfer: Ensuring that the responsibilities and knowledge of the departing employee are passed on to others.
- Return of Company Property: Returning work equipment such as laptops, ID cards, and keys.
- Access Revocation: Deactivating access to company systems, software, email, and other resources. Returning keys and access cards.
- Final Pay and Benefits: Processing the last paycheck and handling the termination or continuation of benefits.
- Compliance and Documentation: Completing all necessary paperwork and ensuring legal compliance.
How Does the Offboarding Checklist and Confirmation Process Work?
- In Aptien, you can create a customized offboarding checklist for employees
- When an employee leaves, you set deadlines for each step, assign tasks to team members, and track what’s been completed.
1. Create a task list, or offboarding checklist, that outlines all necessary steps.
- The task list serves as a guide and template for what needs to be done
- It includes all key steps and tasks for the offboarding process
2. When an employee is leaving, set deadlines and assign tasks (Who and When)
- Set deadlines for each task related to the departing employee
- When to complete: Schedule each task based on the offboarding timeline
- Who is responsible: Assign tasks to the right team members
3. Confirm completion of each step
- You or the responsible managers verify when tasks are finished and document them
- Confirm completion and attach relevant documents: This ensures all required paperwork is completed and included (e.g., asset return forms).
