Offboarding Form
The "Offboarding" form template has been designed to ensure a serene and constructive departure for employees leaving the company, with a focus on an organized and respectful process. This template allows for the collection of the employee's impressions and feedback asynchronously and then to discuss these points together during a closing meeting!
Prerequisiti
If necessary, customize the form to mention all systems, accounts, or platforms within your company.
Send the "Offboarding" form to the employee so they can fill it out before the closing meeting.
Organize and schedule the closing meeting.
Tip: Be responsive and available to answer any questions during the form-filling process.
Corso di azione
Overview
Explain the operation of the form to the employee and invite them to specify the subjects to be reviewed.
Exploration
Handover of subjects: The employee lists the ongoing projects, tasks to be completed, and essential information to be transferred.
Return of equipment: The employee confirms the returned equipment (computer, phone, keys, etc.). Conduct an inventory of the equipment to ensure its good condition.
Discussion
Experience feedback: The employee shares their experience within the company, what was appreciated, and areas for improvement. Ask specific questions about training, integration, management, and the work environment.
Tip: During the closing meeting, respond to the employee's feedback in an empathetic and constructive manner. Acknowledging contributions and openly discussing feedback can strengthen the employee's sense of value and set a positive tone for the end of their journey with the company.
Review
After the closing meeting, compile the gathered information and complete the departure checklist. Ensure all formalities are fulfilled and the employee leaves the company with a positive and professional image.
Confirm the final steps of the offboarding (last payment, official documents, etc.).
Suggerimenti e varianti
- Use the feedback obtained to continuously improve the offboarding process and the experience of future employees!
- Download the report of your session to the employee so they have a record of the exchange.
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