Employee Off boarding Guide

Initiate the Process

• Manager will discuss departure circumstances with exiting team member and determine last day and communication plan to rest of the OCV team
• Schedule an exit interview

Communication

• Announce the departure to relevant teams
• Update clients or external partners if necessary
• Arrange a farewell gathering if appropriate

Knowledge Transfer

• Create a transition plan
• Document ongoing projects, responsibilities and systems access
• Arrange training sessions for team members taking over tasks

Access and Security

• Disable access to company systems and accounts
  • Email and workspace accounts
  • Other function-specific systems accounts
• Company equipment
  • Determine plan for either collecting or for employee to purchase equipment
• Update security protocols if necessary

Administrative Tasks

• Execute termination in HRIS
• Process final paycheck and any outstanding expenses
• Provide information about benefits continuation or termination