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The offboarding process

The offboarding process

Offboarding or exit management describes the process of an employee leaving the company. A professional farewell is a sign of appreciation. The aim of offboarding is to create a pleasant atmosphere for the employee who is leaving the company. After all, not only the first but also the last impression counts for the employees. In this article we will show you why a professional offboarding process is essential for companies and employees.

Terminations, whether by the company or the employee, are usually unpleasant and an uncertainty for everyone. The offboarding process is therefore often neglected, although investing in appreciative exit management is often worthwhile. If a company manages to make the terminated employee feel valued, the person will be more willing to make a clean handoff, making it easier to train the successor. In addition, the employee is the ambassador of the company. In order to avoid unwanted fluctuation and a loss of image of the company, it is particularly important to find out the exact reasons for the separation.

The employee also benefits from a well-designed offboarding process. As soon as all the formalities have been completed by the last working day, your head is free for the next professional step.

Offboarding process checklist

The offboarding process also consists of administrative tasks that management, HR or IT have to take care of. The most important points are:

Task Management

  • Communicate the departure of the employee professionally
  • Conduct the last professional appraisal interview
  • plan farewell
  • maintain contact

Tasks HR

  • Calculate last working day
  • Create and submit job reference
  • Submit confirmation of cancellation
  • plan for replacement

Tasks IT

  • Request the IT equipment of the departing employee
  • Forwarding of the e-mail address
  • Removal of access rights
  • Changing Passwords

"If you don't change anything, nothing will change!"

Sparky anderson

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