An offboarding template for voluntary or involuntary employee terminations.
Customize this to your own environment and scope. Save it internally as a repeatable process to follow within specified timelines.
[Full Name] - Employee Offboarding Form
[Termination Date (last date of employment)]
Immediate Actions to be Taken
The below actions should be taken within the last day business day for voluntary terminations and immediately for non-voluntary terminations.
Notifications
- Inform relevant team members and departments about the employee's departure
- Notify third-party services/providers about the employee's departure if necessary
Access Control
- Revoke access to all company systems and applications
- Remove the employee from distribution lists and company communication platforms
Laptop & Software
- Retrieve laptop
- Perform secure wiping of all company data from the laptop
Exit Formalities for Voluntary Terminations
- Conduct an exit interview to gather feedback
- Ensure acknowledgment of any non-disclosure or non-compete agreements
Follow-up Actions
Backup & Archiving
- Backup necessary data and emails associated with the employee's accounts
- Archive these backups securely, ensuring they are encrypted
Monitoring & Logging
- Ensure can access company email and communication tools
- Provide details on completing benefits enrollment and payroll items
- Provide training on company-specific applications and platforms