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Offboarding

Employee Notification and Documentation

Notify the employee about their upcoming departure date and discuss the offboarding process.

Provide the employee with relevant documentation, including a separation agreement, if applicable.

Obtain the employee's acknowledgment and signature on all necessary documents.

Information and Access Management

Collect and secure all company property (laptop, mobile phone, access badges, etc.) from the employee.

Disable employee's access to company systems, email, and other platforms.

Inform IT department to revoke employee's access to sensitive data and accounts.

Ensure all shared passwords and login credentials are changed or removed.

Benefits and Payroll

Schedule a meeting with the employee to discuss benefits continuation or conversion options.

Inform the employee about their final paycheck, including any unused vacation or sick days.

Provide necessary paperwork for COBRA if applicable.

Coordinate with payroll to ensure accurate termination of employee's salary and benefits.

Knowledge Transfer and Exit Interviews

Arrange for knowledge transfer from the departing employee to relevant team members.

Conduct an exit interview to gather feedback on the employee's experience and reasons for leaving.

Use feedback to identify areas for improvement and address any concerns raised.

Legal and Compliance

Ensure compliance with employment laws, regulations, and company policies.

Review and update any non-disclosure or non-compete agreements with the departing employee.

Provide guidance on post-employment obligations and restrictions.

Communication and Departure Announcement

Inform relevant stakeholders (managers, team members, etc.) about the employee's departure.

Coordinate with the communications team to announce the employee's departure to the wider organization, if necessary.

Prepare a transition plan to assign duties or redistribute workload to other team members.

Final Tasks and Goodbyes

Complete any outstanding administrative tasks, such as final expense reimbursements or outstanding invoices.

Coordinate the return of the employee's personal belongings, if any.

Organize a farewell gathering or send a company-wide goodbye email to acknowledge the employee's contributions and wish them well in their future endeavors.

Note: The specific steps and sections may vary depending on the organization's policies and procedures.

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