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HR & People Ops

Employee offboarding

Last days are stressful, especially for IT and HR. The last thing you want is for your team to miss a detail. This workflow gives your team a guide, and provides a track record in case you need to review.

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Questions

  • Employee's name?

  • Employment status?

  • Last day of employment?

  • Is this voluntary?

  • Anything else?

  • Transfer drive and email to?

Tasks

  • Schedule exit interview

    Assigned to:

    Request assignee

  • Submit outstanding expenses

    Assigned to:

    Specific user

  • Collect and inventory hardware

    Assigned to:

    Requester’s manager

  • Run offboarding workflow

    Assigned to:

    Team member (IT)

  • Audit data and access

    Assigned to:

    Team member (InfoSec)

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