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It's Spring Wellness Fair week!
Offboarding Teammates
Wrapping up responsibilities and ensuring a smooth, positive transition for your teammate and the team.
Your Role in Offboarding a Teammate
Your Role in Offboarding a Teammate
Saying goodbye to a teammate — whether they’re moving on to a new opportunity, retiring, or shifting roles — is an important part of the manager’s role. Offboarding isn’t just about wrapping up tasks; it’s about closing the chapter well and making the transition smooth for everyone involved.
Technology & Equipment
Technology & Equipment
Collect or inventory assigned items (e.g., laptop, mobile phone, accessories).
Coordinate with IT if equipment is being returned or reassigned.
Access & Permissions
Access & Permissions
Remove access to:
Department-specific software/systems.
Shared drives and files.
Building/room access (keycards, keys, fobs).
Notify IT/security if account deactivation or transfer is needed.
HR and Payroll
HR and Payroll
Confirm final work date in the current department.
Submit transfer paperwork or update job records in HRIS.
Approve any remaining time cards or leave reports if applicable.
Leave approval transaction dates/approvals in WD are transitioned.
Exit/Transition Activities
Exit/Transition Activities
Conduct an internal exit meeting to review responsibilities.
Ensure work is transitioned or documented for others, outline the onboarding transition period.
Notify team members and update organizational materials.
Other Departmental Items
Other Departmental Items
Retrieve uniforms, tools, equipment, ID badges if no longer needed.
Deactivate local system logins, if applicable.
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