Off boarding

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

Exit Interview

• Conduct the exit interview

• Gather feedback on the employee's experience

• Discuss any final questions or concerns

Final Day Procedures

• Ensure all company property is returned or settled according to OCV policy

• Conduct a final check of knowledge transfer

• Provide any necessary paperwork or final need-to-knows for exiting employee

Post-Departure Follow-up

• Send any remaining documentation (e.g., tax forms)

• Conduct a team debrief to address any gaps left by the departure