Employee Offboarding

Template

Pipefy’s Free Employee Offboarding template is a step by step process, specially designed to guide your company’s HR on offboarding employees: from preparing the offboarding, gathering all the necessary documentation, drafting and signing the agreements, and collecting the company equipment and revoking the applications access.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Preparation

Prepare to offboard the employee!

  • 1. Detail why the employee is being offboarded

  • 2. Was the manager/employee informed of the offboarding?

    • Manager was informed
    • Employee was informed
  • 3. Was the termination letter sent?

  • 4. Was the offboarding checklist sent to the employee?

  • 5. Attachments

  • 6. Backup all the employee's files

Documentation

Time to sign the papers!

  • 1. Was the separation agreement signed?

  • 2. Attach the signed separation agreement

  • 3. Was the final paycheck sent?

  • 4. Final paycheck

  • 5. Last day of work

Exit interview

Conduct the exit interview

  • 1. Date of the interview

  • 2. Things that need to be discussed in the exit interview

    • Company's image
    • Impediments to career advancement
    • View of the corporation's facilities
    • Relationship with former manager and colleagues
    • Internal climate
    • Opinion on the performance of other sectors
    • Reason for termination, in case of voluntary resignation
    • Internal communication
    • Issues that can be improved in the company
    • Feedback on HR work
  • 3. Important information retrieved from interview

Handover

Time to collect all the company hardware, files and revoke his/her accesses to the applications.

  • 1. Handover checklist

    • Collect company owned hardware
    • Collect company files
    • Collect access key/access card
  • 2. IT Checklist

    • Remove employee from Pipefy
    • Remove employee from all the software
    • Remove employee's phone number
    • Remove from website
    • Delete email addresses

Done

Successfully offboarded employees.

Archived

Cancelled/archived offboardings.

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