Employee Exit Process: Handling Employee Offboarding, Exit Checklist Professionally

Employees do not have to only remember their onboarding process as a seamless experience; their offboarding process should be faultless as well, whether they are resigning, retiring, or exiting for one reason or the another.

While onboarding newly hired personnel’s can be remarkable and memorable, offboarding shouldn’t have to be lesser in experience. As a human resources software company, we realise how critical it is to have an employee’s offboarding handled professionally.

Not only is this vital for future reference, it is a proof of a well structured system in place. When the employee exit process is handled professionally, the outcome is a smooth transition, which eventually results in the good maintenance of a positive relationship established with departing employees.

We have taken the task to highlight the significance of the employee exit process, the employee exit clearance process, the employee exit management process, and other key steps for offboarding employees without complications.

What is an Employee Exit Process?

Before an employee became a member of the organisation, there were processes in place to handle the onboarding process, right? Should that employee retire or resign, what are the procedures to ensure the employee leaves the organisation without rough patches? That’s where an employee exit process comes in.

An employee exit is created to ensure that a systematic procedure is adopted by an organisation in the departure of any of its employees. The employee exit process provides a smooth transition of employees, ensuring that positive relationships and company interests are maintained and protected.

Employee exit process is essential for these reasons: maintenance of positive employee brand; compliance with labour laws and regulations; knowledge transfer; protection of organisations confidential assets and information; and opportunity for improvement and feedback.

What are the Steps Involved in Employee Exit Process?

The steps that are taken to offboard an employee are listed as: the pre-exit, exit day, and post-exit.

  • Pre-Exit

Pre-exit is generally the day that precedes the day of exit from the company. It comes before the last day of work. This step covers the notification of the management and human resources of departure, the conduct of the exit interview, the review of the company’s policies and confidential agreements; it also includes the return of the company’s property and the transition of responsibilities.

  • Exit Day

This second phase in the exit process will see that a final meeting is conducted with HR and the manager; an exit checklist is reviewed; an exit survey is completed; and employee benefits outlines are provided.

  • Post-Exit

Post-exit is known as the final day of work. Since the employee has now been offboarded, the employee records and HR system will be updated; the IT department would be notified to deactivate the employee’s access; exit feedback for any improvement within the organisation would also be evaluated, including responding to post-exit concerns.

Employee Exit Checklist

Having talked about the employee exit process, you may ask what an employee exit checklist is.

An employee exit checklist is an in-depth, detailed document that the human resources department or the management of an organisation uses to ensure a smooth transition when offboarding an employee. Employee exit checklist covers the steps organisations take before, during, and after an employee leaves an organisation.

When an employee checklist is used in an employee’s departure from an organisation, there is a streamlined knowledge transfer, a smooth transition, and adherence to labour laws and regulations. Organisations can also use a digital means for employee exit checklists, such as HR software, online checklists, or exit management platforms.

Employee Offboarding Checklist

The employee offboarding checklist consists of pre-offboarding, offboarding, and post-offboarding. The first being pre-offboarding, which takes place between one or two weeks before the employee’s last day of work; the main offboarding takes place on the last day of work; post-offboarding occurs after the last day of work, as previously mentioned in our introduction to the employee exit process.

Employee offboarding checklists, as well as employee exit clearance and the employee exit management process, hold vital benefits in the protection of the company’s interests, maintenance of positive relationships with departing employees, and a smooth transition.

Employee Exit Process Flowchart

Employee exit process flowchart breaks down the complexities surrounding an employee’s departure. This helps organisations to easily navigate any complexities in the effective management of employee departures.The employee exit process flowchart is clear, visually represented, and customised to fit what the company needs.

By taking advantage of Workflows HR software, you can ensure a smooth transition for your employees. We offer a comprehensive employee exit process checklist that guarantees a seamless employee departure experience.

Contact us to learn more about our HR solutions and how we can be of help to your organisation.

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