Announce the Departure

1

Notify relevant stakeholders about the employee departure and clarify the next steps for redistributing responsibilities.

Document Departure

2

Draft a formal letter of resignation or termination to maintain clear records of the employee's departure.

Project Handover

3

Request the departing employee to compile a list of ongoing projects and their respective deadlines for smooth continuity.

Training Replacement

4

Allow time for proper knowledge transfer by enabling the departing employee to train their replacement or other team members.

Collect Company Equipment

5

Ensure the return of all company-owned equipment like laptops, phones, & security badges upon the employee's departure.

Revoke Access

6

Secure company data by changing passwords and revoking access to systems and accounts used by the departing employee.

Review Contractual Obligations

7

Ensure the departing employee understands and complies with any contractual obligations, such as non-compete agreements.

Finalize Payments

8

Arrange the final paycheck & any severance pay owed to the departing employee & remove them from the company's payroll system.

Provide Benefit Information

9

Inform the departing employee about their post-employment benefits, including details about 401(k) plans and COBRA health insurance coverage.

Conduct Exit Interview

10

Schedule an exit interview to gather feedback from the departing employee & identify areas for improvement in the offboarding process.