Employee Offboarding
Most companies plan onboarding carefully and improvise the exit. That gets expensive: a departing employee who leaves with active accounts, unreturned equipment, or undocumented knowledge is a security problem waiting to surface. This employee offboarding SOP turns the exit into a routine the whole company can follow.
The flow branches on whether the departure is voluntary, so exit interviews and legal/security coordination each happen when they should. Knowledge transfer gets its own step and its own owner, and access revocation is verified before final pay goes out.
Import this template into Essoflo to attach your own offboarding checklist, connect your HRIS and identity tools, and assign HR, IT, and manager responsibilities so every departure closes cleanly.
- Purpose
- Exit departing employees securely and respectfully, with knowledge retained and access revoked.
- Scope
- Applies to all voluntary and involuntary departures across departments.
- Steps
- 9 steps & decisions
- Roles & tools
- HR Coordinator, IT Admin, ManagerHRIS, SSO Provider
Step-by-step walkthrough
The same procedure as the diagram above, in reading order — decisions show where each answer leads.
- 1
Confirm last day & notify payroll and IT
Record the departure in the HRIS and open the offboarding checklist.
Who: HR Coordinator·Tools: HRIS
- 2
Voluntary resignation?
Voluntary exits get an exit interview; involuntary exits loop in legal and security first.
True → Schedule exit interview·False → Coordinate with legal & security
Who: HR Coordinator
- 3
Schedule exit interview
Book the exit interview and share the feedback form.
Who: HR Coordinator
- 4
Coordinate with legal & security
Align on timing, communications, and any heightened access controls.
Who: HR Coordinator
- 5
Transfer knowledge & hand over work
Document in-flight work, transfer file ownership, and brief the successor.
Who: Manager
- 6
Revoke access & collect equipment
Disable SSO, rotate shared credentials, and collect laptop, badge, and peripherals.
Who: IT Admin·Tools: SSO Provider
- 7
All assets returned & access revoked?
Verify the equipment checklist and run an access audit.
True → Process final pay & benefits·False → Escalate and track recovery
Who: IT Admin
- 8
Escalate and track recovery
Manager follows up on outstanding items until recovered.
Who: Manager
- 9
Process final pay & benefits
Close out payroll, PTO balance, and benefits continuation paperwork.
Who: HR Coordinator·Tools: HRIS
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