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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