Offboarding policy template
Our Offboarding Policy Template defines procedures for exiting employees, ensuring a smooth transition while protecting company assets and maintaining professionalism.
- 2 pages / 425 words.
- Last updated 29/02/2024.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Offboarding policy
1 Overview
1.1 At [Company Name], we recognise the importance of providing a positive and respectful offboarding experience for departing employees. This Offboarding Policy outlines the procedures and guidelines to ensure a smooth transition for both the departing employee and the company.
2 Scope
2.1 All employees of [Company Name].
3 General Principles
3.1 Objectives
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To maintain a professional and respectful relationship with departing employees.
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To protect sensitive company information and assets.
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To ensure continuity of operations and minimise disruption to the team.
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To gather feedback and insights for continuous improvement.
3.2 Notification and Exit Process
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Departing employees are required to provide advance notice of their resignation in accordance with their employment contract or company policy.
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HR will conduct an exit interview
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This Offboarding policy template aims to offer you a versatile and customisable tool, serving as a solid foundation for your needs. Utilise it to ensure consistency, enhance accuracy, and save valuable time.
Adapt it to suit your unique requirements, ensuring efficiency and effectiveness in your HR processes.
Send to appropriate internal recipients such as employees, workers, contractors etc. and request confirmation that is has been read and understood.
Issue during onboarding / after changes / planned refresher.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Offboarding policy template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.