Employee Offboarding Process
Structured process for managing employee departures, ensuring smooth knowledge transfer, asset recovery, and administrative closure
Objective
Ensure complete and professional offboarding with all tasks completed and company assets secured
Participants (4 roles)
Input
Employee resignation or termination notice
Output
Completed offboarding with all clearances, returned assets, and final settlements
Process Flow
flowchart LR
node0["Responsibility & Knowledge Transfer"]
node1["Direct Manager Confirmation"]
node2["Assets Handover"]
node3["Complete Paperwork"]
node4["Revoke IT Permission & Access"]
node5["Final Payments & Benefits"]
node0 --> node1
node1 --> node2
node2 --> node3
node3 --> node4
node4 --> node5
classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px
Performance Metrics
5-7 days
Avg. Completion Time
98%
assetRecoveryRate
85%
knowledgeTransferCompletion
4.1/5
employeeSatisfaction
Stages Overview
| PROPERTIES | STAGE 1
Responsibility & Knowledge Transfer | STAGE 2
Direct Manager Confirmation | STAGE 3
Assets Handover | STAGE 4
Complete Paperwork | STAGE 5
Revoke IT Permission & Access | STAGE 6
Final Payments & Benefits |
|---|---|---|---|---|---|---|
| Stage Owners | Direct Manager | Direct Manager | HR Manager | HR Manager | IT Administrator | Finance Team |
| Stage Workers | HR Manager | HR Manager | IT Administrator | Finance Team | HR Manager | HR Manager |
| Duration | 3 days | 1 day | 1 day | 1 day | 4 hours | 3 days |
| Output Fields | •
Handover Document* •
Knowledge Transfer Sessions* •
Critical Tasks Documented* | •
Handover Status* •
Manager Comments •
Reassignment Confirmed* | •
IT Equipment Returned* •
Equipment Condition* •
Asset Return Form* | •
Termination Agreement* •
Exit Interview Completed* •
Non-Disclosure Reminder* | •
Email Deactivated* •
System Access Revoked* •
IT Clearance Date* | •
Final Settlement Amount* •
Payment Method* •
Benefits Status* |
| To-dos | • Document current projects and responsibilities • Create handover documentation • Schedule knowledge transfer sessions with team | • Review knowledge transfer completion • Confirm all responsibilities are reassigned • Approve handover documentation | • Collect IT equipment (laptop, phone, etc.) • Return employee ID card and parking pass • Recover company property and documents | • Process asset handover confirmation • Prepare contract termination agreement • Complete liquidation documentation | • Deactivate email account • Remove system access permissions • Update security protocols | • Calculate final salary and benefits • Process social insurance closure • Execute final payment |
Automation Rules
Automation 1: Field Value Alert
If Equipment Condition equals, Then send notification to Finance Team with message: "Equipment damage detected - may affect final settlement"
Automation 2: Stage Completion Notification
If Revoke IT Permission & Access is completed, Then send notification to Direct Manager with message: "Employee system access has been revoked"
Workflow Summary
Total Stages
6
Total To-dos
18
Output Fields
18
Automations
2