Resigning Employees Offboarding Checklist
Justworks, a leading provider of comprehensive HR solutions, presents a valuable Offboarding Checklist to ensure a smooth transition when an employee resigns. By following this detailed guide, businesses can maintain a positive work environment and minimize disruptions during the offboarding process.
The Offboarding Checklist covers crucial aspects such as communication, work transition, and exit interviews. It guides employers on how to acknowledge resignation, inform team members, and manage the logistics of returning company property. Additionally, the checklist offers insights on conducting exit interviews to gather valuable feedback for improving the workplace.
With Justworks' Offboarding Checklist, companies can effectively manage the resignation process and maintain a professional and organized approach to employee departures. By implementing these best practices, businesses can continue to thrive and provide a supportive environment for both current and future employees.
Offboarding Resigning Employees
Communicate
- Receive resignation letter
- Write a resignation acknowledgement letter (sample on page 6) Debrief employee on remaining benefits such as:
- COBRA
- Retirement plans
- Paid time off balances
- Determine where/when last paycheck will be sent
- Notify managers and team members, preferably in person Notify necessary customers if applicable
Transition the Work
- Onboard the replacement or, in the meantime, determine who assumes the resigning employees’ responsibilities
- Have employee write up outstanding job details and duties
- Ongoing tasks
- Current and upcoming projects and deadlines Necessary contact information
Conduct Exit Interview
- Inform employee that exit interview is optional
- Conduct online or in person during last week (sample questions attached)
Manage Logistics
- Return electronics
- Computer and charger Company phone
- Return office keys
- Return ID card, if necessary
- Remove and/or transfer administrative capabilities
- Company software (Salesforce, HubSpot, WordPress, etc) Company social media pages (Twitter, LinkedIn, Facebook, etc) Google Drive documents
- Remove from company directory
- Remove from organizational charts
- Change account passwords
- Disconnect systems (email, Slack chat, phone lines, etc.)
Resignation Letter Template
MM/DD/YYYY
Dear NAME,
This letter is to acknowledge your resignation from COMPANY NAME as JOB TITLE, effective MM/DD/YYYY. We thank you for your timely notice and look forward to discussing any necessary information about your position that will aid the company in your absence.
TEAM MEMBER NAME will be in touch with you about any outstanding information regarding paychecks, accrued vacation, medical and dental, as well as COBRA coverage.
The day of your departure, please meet with NAME to return any office materials, such as laptops, keys, or ID cards.
Before you leave, please also spend the time to take our employee exit interview. Your honest feedback and perspective will help us continue to improve our work environment for future employees.
Thank you for your time and service at COMPANY NAME. We wish you joy and success in all your future endeavors.
Sincerely,
NAME
Justworks, a leading provider of comprehensive HR solutions, presents a valuable Offboarding Checklist to ensure a smooth transition when an employee resigns. By following this detailed guide, businesses can maintain a positive work environment and minimize disruptions during the offboarding process.
The Offboarding Checklist covers crucial aspects such as communication, work transition, and exit interviews. It guides employers on how to acknowledge resignation, inform team members, and manage the logistics of returning company property. Additionally, the checklist offers insights on conducting exit interviews to gather valuable feedback for improving the workplace.
With Justworks' Offboarding Checklist, companies can effectively manage the resignation process and maintain a professional and organized approach to employee departures. By implementing these best practices, businesses can continue to thrive and provide a supportive environment for both current and future employees.
