Use case of the month: Employee offboarding

The employee offboarding process is a systematic way for organizations to manage the departure of an employee that ensures consistency and reduces risk to the organization. A large number of organizations handle employee offboarding through loose, manual processes like emails, phone calls, and private conversations.

Signs of a risky employee offboarding process

• Knowledge transfer, either person-to-person or person-to-system, can be missed and leave departments at risk.
• Other departments can be left out of the loop (finance, payroll, IT, etc.), leading to delays and confusion.

While you may have an offboarding policy unless it’s executed with an automated workflow, it can put your business at risk.

How could you automate the offboarding process?

• Create an offboarding checklist that includes all the potential items, access credentials, keys, accounts, etc., that an employee might have.
• Ensure receipt of paperwork (non-disclosure, etc.)
• Confirm that information about insurance continuation (COBRA), retirement fund withdrawals, and other benefits matters were discussed.

Employee offboarding process example

Nutrient Workflow customers can download a free employee offboarding template to get a jump start on designing their own customized workflow.

Forms

The following forms are included in the offboarding template to help guide each stage of the process.

Initial offboarding form

HR exit form

Exit interview form

Process

Download this process and import it into your Nutrient Workflow instance.

For more on employee offboarding, see this article on the process.

Ready to automate your offboarding process?

Whether you’re looking to reduce risk, improve compliance, or simply streamline employee transitions, workflow automation can help. Learn more about workflow automation to explore how it can transform your HR processes, or contact Sales to discuss your specific needs with the team.