Managers guide to offboarding
Our guide to offboarding simplifies the process, ensuring a smooth transition for departing employees and minimising disruptions for the company.
- 2 pages / 447 words.
- Last updated 18/09/2025.
- 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.
Managers guide to offboarding
Offboarding, the process of managing an employee's departure from the company, is a critical aspect of maintaining professionalism, preserving knowledge, and ensuring a positive experience for both departing employees and the team. This guide outlines the steps you should take to effectively manage the offboarding process:
1. Preparation:
- Upon receiving notice of an employee's departure, begin preparing for the offboarding process. Notify HR promptly to initiate necessary paperwork and logistical arrangements.
2. Communication:
- Schedule a private meeting with the departing employee to discuss the offboarding process, including timelines, responsibilities, and expectations. Express appreciation for their contributions and offer support during the transition period.
3. Knowledge Transfer:
- Work closely with the departing employee to transfer their knowledge, responsibilities, and ongoing projects to relevant team members. Encourage documentation of
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Efficient offboarding is essential for maintaining positive relationships with departing employees and safeguarding company assets.
Our comprehensive guide to offboarding provides step-by-step instructions and best practices to ensure a smooth transition for both the departing employee and the organisation.
From conducting exit interviews to facilitating knowledge transfer, our guide covers every aspect of the offboarding process, helping you minimise disruptions and protect your employer brand.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Managers guide to offboarding 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.
