Playbook: Employee Off-boarding - Business Playbooks Software - Automate Your Runbooks with Ease

Playbook: Employee Off-boarding

Published August 25, 2023

In the world of business, employee off-boarding is an inevitable process that needs careful orchestration. A well-structured off-boarding process not only ensures a smooth departure for employees but also safeguards the company’s interests and maintains a positive work environment. we present a comprehensive playbook template that automates the employee off-boarding process, minimizing disruptions and maximizing efficiency.

Free License:
This playbook is a FREE Industry template that can be tweaked or used as-is for your own organization or teams, in perpetuity. This contribution to the community was created after research on the current Industry best practices on the subject. However, this is only a guidance, and needs to be modified as required, to best fit your needs. This template does not provide any assurances or guarantees. It also needs you to modify Roles, Tasks and Durations to those that best fit your specific need.

The template provided for FREE DOWNLOAD covers the following sections:

Review Resignation

The process commences by meticulously reviewing the employee’s resignation. This step involves setting up a personalized 1-on-1 call with the departing employee to delve into the reasons underpinning their decision to leave. This not only fosters understanding but can also provide insights into potential areas for improvement within the organization.

Resignation Acceptance

Once the resignation discussion concludes, the reporting manager takes the helm. They formally accept the employee’s resignation and acknowledge the stipulated last day of employment. Clarity in this stage is essential to avoid misunderstandings and maintain professionalism.

Knowledge Transfer

In the realm of technical roles, knowledge transfer is crucial to mitigate the disruption caused by an employee’s departure. By coordinating with the reporting manager, the offboarding process facilitates the seamless transfer of knowledge from the exiting employee to their colleagues. This safeguards the continuity of projects and responsibilities.

Transition Planning

Every successful offboarding requires a transition plan. In this step, the playbook assists in developing a comprehensive plan that identifies a successor, redistributes responsibilities, and ensures a seamless handover of ongoing projects or tasks. A well-executed transition plan minimizes the impact of the employee’s departure on the team’s efficiency.

Internal Communication

Disseminating information about an employee’s departure within the organization necessitates sensitivity and precision. The playbook ensures that the right stakeholders are informed, respecting confidentiality while providing the necessary details about the departure.

Benefits and Final Pay

The departing employee’s financial matters are pivotal to the offboarding process. The playbook outlines how to provide employees with information about their final paycheck, accrued vacation or leave balances, and any other benefits or entitlements. Importantly, this step ensures compliance with labor laws and company policies, safeguarding both parties’ interests.

Legal and Compliance Considerations

Navigating the legal landscape during an employee’s exit is paramount. The playbook guides the process of ensuring compliance with confidentiality agreements, non-compete clauses, or any other contractual obligations that require attention during the offboarding process.

Return of Company Property

The orderly return of company property, such as laptops, access cards, and keys, is critical to secure company assets. The playbook details the coordination necessary to ensure that all company property is returned and accounted for.

IT and System Access

Protecting sensitive information is a prime concern during employee offboarding. The playbook instructs how to collaborate with the IT department to revoke the departing employee’s access to company systems, networks, email accounts, and other relevant platforms. This step ensures data security protocols are upheld.

Exit Interview

Gathering feedback from departing employees provides invaluable insights into the organization’s strengths and areas for improvement. The playbook incorporates an exit interview to understand the employee’s experience, reasons for leaving, and suggestions for enhancing the workplace.

Exit Surveys or Feedback

To supplement the insights gleaned from exit interviews, the playbook encourages the use of exit surveys or feedback forms. This proactive approach aids in identifying trends or areas of improvement within the organization, enhancing the overall employee experience.

Offboarding Documentation

Finally, ensuring all documentation is accurate and complete is essential. The playbook guides the preparation of relieving and experience letters, final pay and benefits details, and any legal or administrative paperwork required for compliance. Comprehensive documentation closes the loop on the offboarding process.


The employee offboarding process is a critical juncture that can either create ripples or maintain the organization’s harmony. For those well-versed in technical nuances, our playbook template provides a strategic framework that automates and streamlines this process, leaving no room for ambiguity or oversight. By following this meticulously designed playbook, organizations can bid adieu to employees with respect, professionalism, and efficiency.15

Remember, an organization’s reputation and internal cohesion are often tested during an employee’s departure. With the right playbook in place, this transition can be managed with grace and precision, setting the stage for lasting positive impressions.

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