When someone is leaving your company, whether it is voluntarily or involuntarily, you will want to make the transition process as seamless as possible. Creating and carefully implementing an employee offboarding process helps companies stay ahead of difficult situations, to maintain a good reputation, and to provide a memorable and positive farewell to their employees.
Offboarding can be defined as the process that leads to the formal separation between an employee and a company. This can be a voluntary process (resignation, retirement) or an involuntary process (termination). But whether it’s one or the other, transitioning employees out of an organization should be a coordinated and standardized process because it entails several processes and tasks that need to be followed in a specific order.
Employee offboarding means you’ll need to be transferring several job responsibilities to someone else, which is why it’s highly important for the process to be as effective, organized, and methodized as possible. Also, when someone is leaving an organization or transiting from one job to another, there are usually several departments or people that will need to be involved in the process to ensure all protocols and arrangements are being followed and fulfilled.
Employee offboarding should a professional, structured process. You will want to stay ahead in a competitive environment and you will also want to make sure that your transitioning employee feels like he is navigating a carefully planned-out process, one that leaves your company’s reputation intact. So what are the reasons offboarding is so relevant?
Let’s dive into some of the best employee offboarding practices that companies can incorporate into their management process:
Offboarding is not just a matter of recordkeeping, it can also have significant consequences to your company. From preventing security gaps or liabilities to providing a memorable farewell to your employees and promoting the “alumni effect”, a well-planned offboarding process can help managers stay on top of all exits.
Regardless of the size of your company, or how much time the employee played a part in it, offboarding is a critical process that can take days to complete. And because this process includes many different steps, it can be difficult to remember each one or to rely on a simple checklist to make sure each step is completed. After all, overlooking a single step could potentially translate to security and financial risks for your company. When it comes to preventing mistakes and staying on track of chronological tasks, Instagantt is the go-to solution.
Instagantt is a Gantt chart software that can help you create efficient workflows for your offboarding process. You can create multiple processes for each type of scenario in a way that it perfectly fits your company’s need. But the most important thing is that you won’t ever miss a step because this tool was made for managing projects and schedules, and you can easily keep track and update your different tasks.
Additionally, you will be able to export and share your checklists with HR members, managers, team members, and stakeholders alike, helping you make sure everyone stays in the loop.