Off-boarding meetings can be an effective way of gathering employee feedback.
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Get this free template in FellowEmployees are unlikely to spend their whole careers within a single company. Still, parting ways is often not easy, and as such, proper handling of their departure is essential. The formal process your organization goes through when an employee exit is what's considered off-boarding.
An employee off-boarding meeting is conducted with an employee before they are officially out of the company. As a manager, it is your responsibility to ensure that departing employees smoothly transition out of your business. This process can involve immense paperwork, interdepartmental coordination, and multiple approvals flow.
You require a well-crafted off-boarding procedure that can streamline the termination, resignation, or retirement process. You've got to organize the tasks necessary to complete an efficient and impactful off-boarding process. Here's an off-boarding checklist template you could refer to.
An effective off-boarding process will often have several components. Granted, the steps might differ minimally based on your organization's size and structure, but this a good starting point for your off-boarding process.
Oftentimes, personnel changes take time to be reflected in the apps and tools you currently use. As such, you ought to communicate this change to your HR team the moment you are informed of the same. This way, concerned personnel can be made aware of the appropriate changes in a timely fashion.
Preparing the paperwork involves having a template for letters of termination or resignations, nondisclosure agreements, and other paperwork related to the off-boarding process.
When your employee leaves, they take with them valuable information. Have your departing employee document essential details about their roles.
Collect all company property from the employee, including their company ID and credit card, and change any relevant passwords.
Take the time to communicate to the employee that your business appreciates their work.
Leaving doesn't mean that the employee is effectively forgotten. Inquire about their basic contact information for easier future rehiring.
An exit interview is a more formal, procedural way of ending an employee's time with you.
A successful off-boarding meeting helps the business refine the exit of its employees. You require a structure for this off-boarding meeting which is where the off-boarding meeting template comes in.
Having a template for the off-boarding meeting is essential in that it ensures that you: