Offboarding Checklist

Offboarding checklist 2023


What is offboarding? We have already discussed the essence of onboarding, offboarding is the reverse of onboarding, it is the process of removing an employee from their position within a company; it applies to both employees who leave and those who are laid off. Business requires having proper offboarding procedures. When an employee leaves a company, that is the time when the offboarding process commences and new tasks should be determined and assigned. Having a successful offboard gives you a business that has a positive reputation for new employers. In particular, the offboarding process can be challenging to execute properly. Concern has been raised about employee turnover during the pandemic due to record-high unemployment rates and layoffs. Employers can make the transition simpler by effectively offboarding new employees.


In addition to that Companies can effectively reduce avoidable staff turnover by offboarding employees because they learn to appreciate the decision to leave made by a worker. HR departments can ask if there was anything the business could have done to keep the employee from quitting at this point in the working relationship and use the information to make future decisions. This is when an employee offboarding checklist comes into play. Decisions are easier to make with an offboarding checklist. It keeps information clear and precise and helps your company plan effective policies. A well-structured procedure softens threats, provides worthwhile suggestions for improvement and improves the chances of regaining an employee who left voluntarily. This process is also contributing to security issues such as data collection and information gathering. In other words, a departed employee during his/her time had access to the information that represents the company’s assets disclosure to the wider audience might cause unwanted complications. The checklist will prevent and help you maintain all the data essential for your business.




Offboarding Checklist for a company


The employee offboarding checklist for the company includes all the information with respect to the employee’s departure. Managers and the HR department need to identify tasks that are finished or are still to be done. Checklists tend to differ in design. Some of them adhere to your more or less typical structure, and others take slightly unconventional forms.


Here is some of the most popular employee offboarding advice:


Inform everyone of the employee’s departure

Employees’ departures from the company should be handled in a respectful and collegial manner. You don’t want to have rumors spreading in the office unless there is a rational and consensual decision to make a public announcement. The forms of the announcement might differ depending on the company culture and employees’ decisions on that matter.


Transferring the knowledge of a departed employee to a successor

A departed employee is required to transfer relevant information to the successor to ensure a smooth transition from the departed employee to his/her successor. This is in case you find a new employee and, at the same time, the soon-to-be departing employee has not left the company yet.


Making sure assets are returned in a proper manner

All the assets related to the job position that were held by a departed employee are to be returned. In this category of assets fall laptops, uniforms, facility keys, and similar items relevant to the company’s proper functioning.


Renew IT access and authorization

The IT department is tasked with handling access denials to information that was previously held by the departed worker. In order not to miss important correspondence from clients, it is advised to have emails redirected automatically for some period of time.


Organize a concluding interview

Departure interviews are of the utmost importance to employees. This interview can be conducted in person between a soon-to-be-leaving worker and an HR team representative. Content-wise, the interview is aimed at getting opinions about the company and taking suggestions for possible improvements.


Reference requests for a future employer

The departing employee is most likely going to ask for a reference from your company. To be prepared for this type of request, it is essential to have proper documentation and records of your employee during the period he/she worked with you.



Offboard countermeasures.

What to do if you’ve been separated from a company?


The separation agreement will probably be necessary for the employee when the employer decides to terminate employment. The document outlines the conditions of termination in a way that should benefit both parties in the long run. It should be considered a formal declaration that the employer and employee find the termination to be just.


A termination agreement is another name for a separation agreement. By any name, this document is not required by law, but a business will use it if they have the intention of protecting their business information from disclosure or if they anticipate future legal issues. This process is called offboard countermeasures.





Offboarding tools can be helpful to maintain a well-organized offboarding procedure. Offboarding tools come in different shapes and sizes. Offboarding checklists are much easier to operate with offboarding tools and software. A successful offboarding procedure is directly linked to a smooth and painless departure from the company. This type of precedent will inspire employees to refer your business to others and disseminate general positive information about your company. Last but not least, offboarding countermeasures deserve separate mention as they tend to balance offboarding with smooth transitioning for both employee and employer, serving as an important point in the departure procedure.


Departure and farewell are never easy things to go through. A well-intentioned and organized offboarding process, aside from legal paperwork, enables you to say a heartfelt goodbye to your former employee, which results in an overall positive and enriching experience for both parties. This type of attitude will give you a competitive edge in terms of how the employees are treated in your company. The fact that proper and respectful departure procedures are important to the company speaks volumes about the policies and regulations your company is putting to the forefront.