Employee Offboarding Process

Ensure safety, security and compliance with an automated employee offboarding process


employee offboarding process

Employee Offboarding Process: A systematic way for organizations to manage the departure of an employee that ensures consistency and reduces risk to the organization. (Also see: Onboarding Process)

"88 percent of information technology workers would take sensitive data with them or abscond with company passwords if they were fired."

A large number of organizations handle employee offboarding, (also known as: "termination procedures" and "off boarding"), through loose, manual processes like emails, phone calls, and private conversations. While there may be an offboarding policy in place, a lax offboarding workflow can be extremely dangerous and puts businesses at risk if the policy doesn't drive the process.

Signs of a Risky Employee Offboarding Process

  • Workers who still have access to secure, critical systems post-termination can wreak havoc on the organization's systems.
  • Failure to follow proper termination procedures can lead to litigation and leave companies scrambling for documentation and confirmation of procedures being followed.
  • Assets can be inadvertently left with the departing employee and difficult to retrieve later.
  • Communication breakdowns can lead to gaps in the procedure and headaches for employees and management alike.
  • 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.

Obviously, these are all worst-case scenarios but all it takes is one poorly-managed offboarding procedure to cause serious disruption and financial loss to a business.

And yet, despite the mounting risks of not properly offboarding employees surveys indicate many organizations are leaving gaps in their processes.

  • A survey by security firm Cyber-Ark that found "88 percent of information technology workers would take sensitive data with them or abscond with company passwords if they were fired".
  • In another survey: it was found that "50% of ex-employees can still access corporate apps."

We have an app for that! Get a headstart on automating your offboarding process with our Offboarding Process App. Just import the app, customize, and launch your new process.

Check Out the App

How Should I Automate the Offboarding Process?

There are many other parts of the offboarding process that should be part of an automated process to prevent lapses and ensure policy consistency.

  • Create an offboarding checklist that includes all the potential items, access credentials, keys, accounts, etc. that an employee might have.
  • Provide human-initiated termination approvals to avoid the process moving forward unchecked.
  • Ensure performance evaluations, disciplinary action forms, and other employee records are in order.
  • Decommissioning of access cards and keys.
  • Identification and return of company-provided property including hardware and mobile devices.
  • Avoid potential lawsuits by ensuring that the compliant procedures are followed and documented across all locations.
  • Provide access to local, network and cloud-based files as well as email for the former employee's supervisor.
  • Notification of stakeholders (IT, Finance, leadership, etc.)
  • Retention of certain technological resources, data, and logs in the event that the former employee or company itself decides to pursue litigation.
  • Ensuring that terminated employees no longer collect wages or benefits past their date of separation.
  • Ensure receipt of paperwork (non-disclosure, etc.)
  • Conduct exit interview or surveys.
  • Confirm that information about insurance continuation (COBRA), retirement fund withdrawals, and other benefits matters were discussed.

Ultimately, the benefits of automated the offboarding process are numerous and, combined with a thoughtful, automated onboarding process, can ensure consistency, accuracy, and compliance.

Employee Offboarding Process Example

Integrify customers can download a free Employee Offboarding Template to get a jump start on designing their own customized workflow.

Here's what the process looks like:

employee offboarding process example

Note: The template includes the entire process along with the forms.

Not Ready to Automate Offboarding?

If you're not ready to go full-on with automation currently, you can download our Offboarding Checklist to get a jump on documenting your process and improving compliance

Interested in Automating Your Employee Offboarding Workflow?

We have a variety of resources to help you on your journey to an automated workflow. 

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To see how quickly you can begin automating your business processes, request a demonstration or trial of Integrify.

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