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      1. Best Practices & Standard Operating Procedures
      2. Company Processes
      3. Human Resources

      Employee Offboarding

      How ACME completes necessary employee offboarding tasks such as exit interviews, returning company property, revoking access privileges, and ensuring a smooth transition for the departing employee.

      ▶️ Process Diagram

       

      📝 Process Owner: 

      Seat responsible for maintaining/updating this process moving forward:
      • HR - Lynne Puttman Dibley

      🏁 Start Event:

      This process starts when:
      • Involuntary or voluntary employee offboarding must be completed.

      ✅ End Result:

      The end result of this process will be:
      • HR has processed the employee offboarding:
        • IT has removed all technology access
        • Employee has:
          • Received final paycheck
          • Signed all documentation
          • Returned all ACME property

      🔑 Seats Involved:

      The key internal/external seats involved in this process:

      Internal:

      • HR
      • IT
      • Accounting Manager

      External:

      • Benefits Broker (Tyler Cross)

      📈 Process Measurables:

      How we measure the success of this process:
      1. Process Measurable Name (N/A)
        1. How we obtain/track:
        2. Frequency:

      📚 Supporting Materials:

      Materials utilized to complete this process:

      Documentation for Employee to Sign:

      • Final Check Acknowledgement
      • Notice To Terminate Employee/Health Insurance Premium (HIPP)
      • Unemployment Booklet
      • Notice to Employee - Change in Relationship
      • Non Disclosure Agreement - Post Termination

      💻 Supporting Software:

      Software utilized to complete this process:
      • Bamboo HR

      🎥 Employee Offboarding Process Video Walkthrough

       

      ➡️ 1. Process Termination in Bamboo HR

       
      Human Resources - Begin Processing Termination (Bamboo HR)
      • Access the employee in Bamboo HR
      • Begin the employee termination workflow within the system

      ➡️ 2. Notify Information Technology

       
      Human Resources - Notify IT to Remove Tech Access (Use Slack to send notification to IT)
      • Send Slack Message to IT and ensure to send to:
      • Include the following Employee Information:
        • Name
        • Termination Date
       
      Information Technology - Remove all Technology Access
      • IT to Remove all Technology Access for the Employee

      ➡️ 3. Prepare Final Check

       
      Human Resources - Request Check from Accounting
      • Speak directly with Accounting Manager to request and provide the following information:
        • Final employee paycheck
        • Termination date
       
      Accounting Manager - Create Final Check & Give to HR
      • Complete the Following:
        • Create final paycheck for the terminated employee including:
          • Hours
          • Vacation
          • Severance (if any)

      ➡️ 4. Meet with Employee

       
      Human Resources - Request Meeting with Employee in the HR office
      • HR to Call the Employee and request the following information:
        • Request they come to HR office
        • Request they bring equipment & Credit Card
       
      Human Resources - Meet with Employee
      • The Meeting will Entail the Following Criteria:
        • Provide employee their final paycheck
        • Obtain Required Signatures:
          • Final Check Acknowledgement
          • Notice To Terminate Employee/Health Insurance Premium (HIPP)
          • Unemployment Booklet
          • Notice to Employee - Change in Relationship
          • Non Disclosure Agreement - Post Termination
        • Obtain Employee's ACME Property/Equipment -
          • Phone, Computer, Credit Card if applicable
       
      Human Resources - Hold Exit Interview (if applicable)
      • If the Employee is Resigning:
        • Not officially documented
        • HR will pass along important information to appropriate personnel

      ➡️ 5. Notify Broker for COBRA Insurance

       
      Benefits Broker - Broker will Reach out to the Terminated Employee
      • Broker Information:
        • Tyler Cross
        • tyler@boelzner.com
        • Follow up in timely fashion
        • Please note that ACME is not involved here