"Explore our comprehensive Employee Offboarding Process Flow Chart, guiding you through essential HR tasks, from initial notices to recruitment preparation."
1
Notify human resources about the impending departure
2
Prepare the termination documentation
3
Schedule an exit interview
4
Determine final payment details
5
Approval: Final Payment
6
Communicate the departure to relevant departments
7
Retrieve company property
8
Deactivate employee access to systems and facilities
9
Archiving employee records
10
Update company documents and directories
11
Approval: HR Documentation
12
Conduct exit interview
13
Provide post-employment information
14
Human Resources benefits/disbursements
15
Completion of all HR-related processes
16
Update succession plans
17
Ensure all tasks and projects are reassigned
18
Approval: Task Reassignment
19
Conduct a farewell meeting
20
Prepare for new recruitment
Notify human resources about the impending departure
Please notify the human resources department about the impending departure of the employee. This task is critical as it helps HR prepare for the offboarding process and ensures a smooth transition for the departing employee. The desired result is to inform HR about the departure in a timely manner. Do you have any challenges or concerns regarding this task?
Prepare the termination documentation
Prepare the termination documentation for the departing employee. This task plays a crucial role in legally terminating the employee and providing all necessary information. The desired result is to have accurate and complete termination documentation. Do you have the required resources for this task?
1
Resignation
2
Retirement
3
Layoff
4
Termination
5
Promotion
1
Termination Letter
2
Non-disclosure Agreement
3
Exit Checklist
4
Final Paycheck
5
Benefits Information
Schedule an exit interview
Schedule an exit interview with the departing employee. This task allows the company to gather feedback from the employee and gain insights for improvement. The desired result is to schedule the exit interview successfully. Are there any specific challenges or concerns related to this task?
Determine final payment details
Determine the final payment details for the departing employee. This task ensures that the employee receives their final payment accurately and in a timely manner. The desired result is to determine the final payment details successfully. Do you have any challenges or concerns regarding this task?
1
Direct Deposit
2
Check
3
Wire Transfer
Approval: Final Payment
Will be submitted for approval:
Determine final payment details
Will be submitted
Communicate the departure to relevant departments
Communicate the departure of the employee to relevant departments. This task ensures that all necessary departments are aware of the employee's departure and can adjust their workflow accordingly. The desired result is to notify all relevant departments successfully. Do you have the required resources for this task?
1
IT
2
Finance
3
Operations
4
Sales
5
Marketing
Retrieve company property
Retrieve any company property from the departing employee. This task helps ensure that all company property is returned, preventing any potential loss or misuse. The desired result is to successfully retrieve all company property. Are there any challenges or concerns related to this task?
1
Laptop
2
Mobile Phone
3
Access Card
4
Keys
5
Company ID
Deactivate employee access to systems and facilities
Deactivate the departing employee's access to systems and facilities. This task is crucial for security reasons and to ensure that the employee no longer has access to company resources. The desired result is to successfully deactivate all access. Do you have the necessary resources or tools for this task?
1
Email Account
2
Computer Login
3
Building Access
4
Software Licenses
5
Social Media Accounts
Archiving employee records
Archive the departing employee's records in a secure and organized manner. This task ensures that all employee records are properly stored for future reference. The desired result is to successfully archive all records. Do you have the required resources or tools for this task?
1
Employee contracts
2
Performance reviews
3
Training records
4
Payroll records
5
Medical records
Update company documents and directories
Update company documents and directories to reflect the departure of the employee. This task ensures that all company information is up to date and accurate. The desired result is to successfully update all documents and directories. Do you have the necessary resources or tools for this task?
1
Employee Handbook
2
Organizational Chart
3
Company Policies
4
Employee Directory
5
Project Documentation
Approval: HR Documentation
Will be submitted for approval:
Prepare the termination documentation
Will be submitted
Conduct exit interview
Conduct the exit interview with the departing employee. This task allows the company to gather feedback and insights for improvement. The desired result is to conduct a successful exit interview. Are there any specific challenges or concerns related to this task?
Provide post-employment information
Provide the departing employee with post-employment information. This task ensures that the employee has all necessary information after leaving the company. The desired result is to provide accurate and complete post-employment information. Do you have the required resources for this task?
Human Resources benefits/disbursements
Handle the benefits/disbursements for the departing employee through the HR department. This task ensures that the employee receives any benefits or disbursements they are entitled to. The desired result is to handle benefits/disbursements successfully. Do you have the necessary resources or tools for this task?
1
Severance Pay
2
401(k) Account
3
Health Insurance
4
Unused Vacation Days
5
Stock Options
Completion of all HR-related processes
Ensure the completion of all HR-related processes for the departing employee. This task ensures that all necessary HR processes are finalized before the employee's departure. The desired result is to successfully complete all HR-related processes. Do you have the required resources or tools for this task?
1
Payroll Processing
2
Exit Survey
3
COBRA Enrollment
4
Benefits Termination
5
Performance Evaluation
Update succession plans
Update succession plans to account for the departure of the employee. This task ensures that the company has a plan in place to fill the vacant position. The desired result is to successfully update the succession plans. Do you have the necessary resources or tools for this task?
Ensure all tasks and projects are reassigned
Ensure that all tasks and projects previously assigned to the departing employee are reassigned to other team members. This task helps prevent any disruption in workflow and ensures that all responsibilities are covered. The desired result is to successfully reassign all tasks and projects. Do you have the necessary resources or tools for this task?
1
Project A
2
Task B
3
Task C
4
Project D
5
Task E
Approval: Task Reassignment
Will be submitted for approval:
Ensure all tasks and projects are reassigned
Will be submitted
Conduct a farewell meeting
Conduct a farewell meeting for the departing employee. This task allows the team to bid farewell and show appreciation for the employee's contributions. The desired result is to conduct a successful farewell meeting. Do you have any challenges or concerns regarding this task?
Prepare for new recruitment
Prepare for the recruitment process to fill the vacant position. This task ensures that the necessary preparations are made to attract and select qualified candidates. The desired result is to successfully prepare for new recruitment. Do you have the required resources or tools for this task?
