Employee Offboarding Process
Ensure safety, security and compliance when offboarding an employee with an automated employee offboarding process.
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. This can be done manually, through using something like an employee offboarding checklist, or it can be done through the use of offboarding software or workflows. (See also: Onboarding Process)
But why is it necessary to offboard employees when they leave your organization, whether voluntarily on their part (i.e., quitting or taking a new position elsewhere) or involuntarily (i.e., being laid off or fired)? Well, here’s a statistic that makes the need for a good employee offboarding process starkly clear:
"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 called "employee termination procedures" and "employee off boarding"), through loose, manual processes like emails, phone calls, and private conversations. While there may be an offboarding policy in place, or the business may have an employee offboarding checklist that’s served them well thus far, a lax offboarding workflow can be extremely dangerous and puts businesses at risk if the policy doesn't drive the process.
Obviously, these are all worst-case scenarios, but all it takes is one poorly-managed employee 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.
There are many other parts of the offboarding process that should be part of an automated process to prevent lapses and ensure policy consistency.
Ultimately, the benefits of automated the offboarding process are numerous and, combined with a thoughtful, automated onboarding process, can ensure consistency, accuracy, and compliance.
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:
Note: The template includes the entire process along with the forms.
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
We have a variety of resources to help you on your journey to an automated workflow.
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