Initiate Offboarding Process
Starting the employee offboarding process can often feel overwhelming, but it's a vital step toward ensuring a smooth transition. Wouldn’t it be simpler if there was a clear path to follow? This task helps you establish that path and secure the proper documentation and essentials for process initiation.
Get ready to tackle challenges by laying a strong foundation with essential resources like the Offboarding Checklist. Revisit this step if you feel lost!
- Ensure having necessary documentation.
- Familiarize with relevant HR policies.
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1Resignation
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2Termination
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3Retirement
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4End of Contract
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5Other
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1Checklist Prepared
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2Notified Relevant Departments
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3Scheduled Exit Interview
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4Collected Company Manuals
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5Clearances Requested
Conduct Exit Interview
An exit interview is crucial in gaining insight into the employee's experience within the company. It is your chance to learn from former employees and possibly improve workplace environment. What aspects require attention? Let's delve deeper into this interactive session and maximize our understanding.
Expect some challenges with open-ended responses; prepare to extract valuable feedback and handle sensitive issues confidentially.
- Confidentiality must be prioritized.
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1Job Role
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2Management
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3Company Culture
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4Work Environment
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5Compensation
Deactivate Employee Email Account
Shutting down email access isn’t just a 'switch-off' action. It closes the professional chapter.
Imagine a world where sensitive information remains protected even after someone moves on. That’s the magic this task performs!
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1Security
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2Data Breach Risk
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3Privacy
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4Resignation
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5End of Contract
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1Notify IT
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2Backup Emails
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3Set Vacation Responder
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4Forward Emails
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5Record Deactivation Date
Notification of Email Deactivation
Revoke System Access
Each keyholder should part ways with their passwords too. Safety is key!
Ever pondered the repercussions of leaving accounts open and vulnerable? This task seals that possibility.
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1CRM System
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2HR Portal
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3Project Management Tool
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4Development Server
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5Customer Support Suite
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1Immediate
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2Phased
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3Timed
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4Conditional
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5Notified
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1Pending
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2In Progress
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3Completed
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4Not Required
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5Postponed
Remove VPN Permissions
Think about VPN access as a hidden passkey. Once it’s in the wrong hands, data streams falter.
But don’t worry, this handy task sweeps in to block the path!
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1Notify IT
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2Confirm Current Access
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3Log Out Sessions
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4Remove Access
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5Update Records
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1Yes, Revoked
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2Not Completed
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3Pending
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4Not Required
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5Additional Action Needed
Collect Company Assets
Unmanaged company assets leading to lapses? Not anymore!
Ever wondered how many laptops remain unreturned? This seamless process ensures what’s company-owned comes back home.
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1Laptop
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2Smartphone
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3Badge
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4Keycard
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5Headset
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1Excellent
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2Good
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3Fair
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4Poor
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5Damaged
Terminate Building Access
Imagine untethered access to every corner of a workspace - sounds unsafe, right? Mitigate these risks!
Once badge privileges go, so do unwanted entrances.
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1Main Entrance
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2Parking Lot
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3Server Room
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4Office Wing
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5Cafeteria
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1Completed
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2Pending
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3Not Required
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4Delayed
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5In Process
Building Access Termination Notice
Update Employee Records
From personal details to employment history, a well-maintained record closes the loop.
Is everything updated to reflect their final days with us?
- Verify accuracy.
- Reflect new status.
- File in archives.
- Cleanse unnecessary data.
- Document changes.
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1Change Status
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2Close Projects
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3Update References
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4Final Appraisal
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5Verify Details
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1Updated
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2Pending
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3Incomplete
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4Archived
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5Under Review
Approval: HR Review Employee Termination
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Initiate Offboarding ProcessWill be submitted
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Conduct Exit InterviewWill be submitted
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Deactivate Employee Email AccountWill be submitted
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Revoke System AccessWill be submitted
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Remove VPN PermissionsWill be submitted
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Collect Company AssetsWill be submitted
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Terminate Building AccessWill be submitted
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Update Employee RecordsWill be submitted
Disable Application Accounts
Applications in the hands of an unauthorised person spell trouble. So, double check!
Imagine closing down all alleys penetrating into sensitive zones.
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1Slack
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2Trello
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3Salesforce
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4Confluence
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5Hubspot
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1Not Started
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2In Progress
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3Completed
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4Need Help
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5Cancelled
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1Notify Teams
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2Clear Access
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3Reassign Tasks
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4Verify Deactivation
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5Log Changes
Notification: Application Account Deactivation
Notify Internal Teams
The symbiotic flow of information across departments is no less than a lifeline. Keep everyone informed, smoothly!
Are your internal allies aware of the impending changes?
- Avoid communication breakdowns.
- Ensure project reassignments.
- Refresh team rosters.
- Maintain operational continuity.
- Update contact directories.
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1Sales
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2Marketing
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3Operations
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4HR
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5Finance
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1Email
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2Meeting
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3Memo
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4Chat
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5Call
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1Completed
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2Pending
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3In Progress
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4Delayed
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5Cancelled
Archive Employee Data
Keeping an employee’s data just right can be taxing without a streamlined approach.
Does the data archiving resolve your ongoing headaches with compliance checks and audits?
- Filter relevant data.
- Adhere to privacy rules.
- Preempt legal inquiries.
- Enhance file management.
- Ensure effortless retrieval.
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1Emails
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2Projects
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3Reports
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4Contacts
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5Performance Reviews
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1Completed
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2Pending
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3In Progress
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4Failed
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5Deferred
Final Payroll Process
Who knew payday could be filled with dynamics beyond just numbers?
Can you ensure all entitlements and dues are settled judiciously before they exit the door?
- Ensure fair compensation.
- Adhere to fiscal commitments.
- Avoid disputes.
- Foster goodwill.
- Accomplish a graceful exit.
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1Settled
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2Pending
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3Under Adjustment
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4Completed
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5Cancelled
Approval: IT Systems Termination
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Disable Application AccountsWill be submitted
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Notify Internal TeamsWill be submitted
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Archive Employee DataWill be submitted
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Final Payroll ProcessWill be submitted
The post Employee Offboarding and Access Revocation Workflow under ISO/IEC 27002 first appeared on Process Street.