Blog
Managing a Team

Did an Employee Just Resign? Use This Easy Offboarding Checklist

Offboarding employees doesn’t have to be complicated. Use our offboarding checklist to ensure a seamless transition.

Blog Author - Justworks
Justworks
Jul 27, 20161 minute
Blog Author - Justworks
Justworks

Justworks is a technology company that levels the playing field for all small businesses. Through our software and as a partner, we help our customers take care of their teams, streamline their operations, and navigate the complex aspects of managing a workforce with confidence.

459 postsAuthor's posts
Blog - Hero - Man with a notepad on the couch

If an employee is resigning from a job, you might be overwhelmed at finding their replacement... much less thinking about the logistics to ensure a smooth departure.

Just as the onboarding experience matters, the offboarding experience is important both for the employee leaving and the company at large. That’s why we’ve created this one-page checklist you can print out and use once an employee has resigned from work.

By offering a comprehensive offboarding experience, you’ll accomplish several things:

Educate the departing employee.

An employee who knows what to expect will feel more favorable towards the company than someone who wasn’t walked through the financial logistics. Explain how benefits like remaining 401(k) balances or COBRA plans will work.

Set the stage for their replacement.

What does the next person need to succeed in the former employee’s role? First, give your departing employee the resources to hand off tasks while a replacement is found. Second, conduct an open and comprehensive exit interview as soon as you can after the employee’s resignation notice. The exit interview will give them an opportunity to describe successes and shortcomings of their position, and set a clear path for the next candidate.

Close the loop on office operations.

By offboarding properly, you’ll ensure your former employee doesn’t have access to information he or she no longer should. It also means transferring computer permissions employees need to continue your former employee’s work.

Build trust and long-term value.

A comprehensive offboarding process shows your employees — both current and former — that you support their opinions and career development.

Managing a Team

A Helpful Guide to Offboarding Employees

When an employee transitions out of your company, it can be tough to handle. Take care of everything from required paperwork to exit interviews with this guide.

Get the Guide

offboarding employees checklist
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.
Discover more of what you like
PEOHealth InsuranceBenefits & PerksPayroll & TaxesExpenses & FinanceEmployment LawsInternational

Check out our newsletter

Monthly tips on running a business in your inbox.

Check out our newsletter

Monthly tips on running a business in your inbox.
Written By
Blog Author - Justworks
Justworks
Jul 27, 20161 minute

Justworks is a technology company that levels the playing field for all small businesses. Through our software and as a partner, we help our customers take care of their teams, streamline their operations, and navigate the complex aspects of managing a workforce with confidence.

Learn more with Justworks’ Resources

Scale your business and build your team — no matter which way it grows. Access the tools, perks, and resources to help you stay compliant and grow in all 50 states.