Best Practice: Offboarding Templates and Steps

 

In the following, we will give you an overview of the offboarding templates and the steps we generally follow.

 

Offboarding Template – Dismissal

Below, you will see the typical offboarding steps for the dismissal template:

Offboarding_templates_eng.png

Email Action
(Supervisor)

Item Content

Item Type

Offboarding email

(HR Team)

Email action

Email action

 

John Smith

Sender

 

Employee

Recipient

 

Offboarding information

Subject of the email

 

Hello {{first_name}},

your time with us is slowly coming to an end. To organize these last days as pleasantly as possible, I would like to clarify the next steps with you.

1. Filler text

2. Filler text

I would like to thank you for all your work here, and I wish you all the best for the future.

 

If you have any questions about the process, please feel free to get in touch with the HR Team at any time.

Email template

 

 

 

General Step
(Supervisor)

Item Content

Item Type

Create employment reference

(HR Team)

Employment reference template

Document for download

 

Employment reference sent?

Checkbox

 

 

 

General Step
(Supervisor)

Item Content

Item Type

Return of work equipment (employee)

Mobile phone

Checkbox

 

Laptop

Checkbox

 

Keys/chip cards

Checkbox

 

 

 

General Step
(Supervisor)

Item Content

Item Type

Close accounts

(IT Team)

All accounts closed?

Checkbox

 

 

 

General Step
(Supervisor)

Item Content

Item Type

Final meeting

(supervisor)

Final meeting with employee carried out?

Checkbox

 

 

 

General Step
(Supervisor)

Item Content

Item Type

Advertise position

(HR Team)

Position advertised?

Checkbox

 

Offboarding Template – Resignation

Below, you will see the typical offboarding steps for the resignation template:

Offboarding_templates_termination_employee.png

These steps are all in the dismissal template, although the ‘advertise position’ step has been brought forward here.

 

Offboarding Template – Retirement

Below, you will see the typical offboarding steps for the retirement template:

offboarding_template_eng_retirement.png

General Step (Supervisor)

Item Content

Item Type

Buy bouquet of flowers

(supervisor)

Flowers bought?

Checkbox

 

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