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You Need this Employee Offboarding Checklist

Written by

Niamh Madden


Offboarding best practices go well beyond turning over laptops and keycards. That’s why we put together a handy employee offboarding checklist so that you don’t need to think about what has to be done! Here are some of the categories and topics you’ll want to cover to make sure the organisation–and the employee–gets the most out of the transition.

offboarding best practices checklistCreate an Experience

When organisations hire employees there is much talk of culture and how we’re more than just coworkers. If you’ve succeeded at building an awesome company culture, keep that going right through offboarding. Today’s former employee is tomorrow’s boomerang, so make sure they are respected, listened to and leave feeling positive if possible. Your former employees are your greatest brand ambassadors – and your worst critics! Give them something great to say.

Gather Data

The core of offboarding strategy should be your exit interview survey. Anonymous, third-party surveys are shown to increase engagement, encourage honesty and lead to better retention down the road. Make sure you’re set to gather meaningful benchmarked data.

Stay Connected

Some employees will leave and that’s just part of running any organisation. Smart organisations make sure to stay in touch though. You’ll have an easier time hiring, retaining and meeting team goals if you can stay connected with your corporate alumni network.

Create an Action Plan 

Make sure that if you do an exit survey it’s not just a tick-the-box exercise. The results from the exit survey need to be shared with the leadership team and an action plan needs to be created in partnership as a result. You also need to let your leaving employee know how the feedback they share will be acted upon – there’s nothing worse than thinking that your feedback is just going to fall into a black hole!

Now that you’ve seen a preview make sure you download the entire checklist. 

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