Employee off-boarding

HR - Process Bliss

A process for ensuring a smooth employee exit from the company.

1Upload resignation/redundancy/dismissal letter

Importance: Essential

Upload Letter:

2Confirm leaving date

Importance: Essential

Distribute to Manager / HR

Last day of employment:

3Notify employees of the staff members departure

Importance: Optional

Hello all,

It is with deep regret that I am announcing the resignation of [EMPLOYEE NAME] effective as of [DATE].

On behalf of everyone at [COMPANY NAME], I wish [NAME] good luck in (HIS/HER) new role.

___________________________________________________________________

Hello all,

[COMPANY NAME] and [EMPLOYEE NAME] have parted ways and [EMPLOYEE NAME] no longer works for [COMPANY NAME] with immediate effect.

If you have any questions, then please let [STAFF MEMBER] know.

4Initiate the employees last payroll payment

Importance: Essential

Pay the employee up to and including their last working day.

Add a link to your employee payment template here!

4.1Calculate and pay any holiday accrued and not taken

Importance: Essential

Add to payroll

4.2Issue P45

Importance: Essential

After final payroll send the employees P45 to them

4.3Set up payment for any outstanding expenses

Importance: Optional

Add a link to your expenses area here!

4.4Set up payment in lieu of notice (if applicable)

Importance: Optional

See the letter uploaded to step 1, for details of payment specified to the employee

5Manager / Team leader to create job list

Importance: Essential

Go through the tasks and work that the employee does.

Use the template provided, to document the job list.

Upload created job list:
Job List For Departing Employee.ods

5.1Plan cover for the interim period

Importance: Optional

Does a temp need to be recruited?

Reassign the outstanding tasks to other staff members in the interim.

6Set up a recruitment task for a replacement.

Importance: Optional

Add a link to your 'Initiate Recruitment' template here!

7Leavers card and gift

Importance: Optional

Purchase a good luck card.

Initiate collection for a small leavers gift.

8Conduct Exit Interview

Importance: Optional

Add a link to your 'Exit Interview' template here!

9Building Access

Importance: Optional

Obtain all keys the employees has for the building

10Laptops / Phones / Equipment returned

Importance: Essential

Add a link here, to your company property matrix/internal asset manager, to help you identify the accounts the company property the employee has been issued with.

11Email account

Importance: Essential

Set up an out of office message and redirect to manager

11.1Permanently delete the employee's company email account

Importance: Optional

12Remove Access to internal & external systems

Importance: Essential

Remove the employees user accounts.

Add a link here, to your user accounts matrix/internal password manager, to help you identify the accounts the employee had access to.

12.1Change the shared password on each system the employee had access to

Importance: Essential

Add a link here, to your user accounts matrix/internal password manager, to help you identify the accounts the employee had access to.

13Remove the employee's details from the company website

Importance: Optional

14Update company org chart

Importance: Optional

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