Offboarding templates toolkit

Offboarding refers to the process of managing an employee's departure from a company, whether due to resignation, termination, retirement, or any other reason.

It involves various administrative tasks and procedures aimed at smoothly transitioning the departing employee out of the organisation while protecting the company's interests and ensuring compliance with relevant regulations.

Offboarding typically includes activities such as conducting exit interviews, collecting company property (e.g., keys, badges, equipment), revoking access to systems and data, communicating the departure to relevant stakeholders, providing information about benefits or other post-employment resources, and completing necessary paperwork such as final pay, and exit documentation.

Effective offboarding is crucial for maintaining positive relationships with departing employees, preserving institutional knowledge, and upholding the company's reputation as an employer.

• Employment Rights Act 1996: Defines the rights of employees during termination, including notice periods, final pay, and providing written reasons for dismissal if requested by the employee.

• Data Protection Act 2018 (incorporating GDPR): Requires that personal data is handled appropriately during offboarding, ensuring secure and compliant data management and deletion.

• Equality Act 2010: Ensures that the offboarding process is non-discriminatory and treats all employees fairly, regardless of protected characteristics.

• Acas Code of Practice on Disciplinary and Grievance Procedures: Offers guidance on fair and transparent procedures for handling dismissals and grievances during offboarding.

• Best Practice: Exit Interviews and Knowledge Transfer: Conduct exit interviews to gather feedback and facilitate knowledge transfer to ensure continuity and improvement in organisational practices.