offboarding
Offboarding — Under 100 People
What This Process Does
Offboarding is the reverse of onboarding — revoking access, paying out, returning equipment, transferring knowledge, and parting on the best possible terms. You'll have 5–20 offboardings per year: mostly voluntary (new opportunity, life change, cultural misfit), occasionally involuntary (performance, misconduct), rarely RIFs (layoffs).
The work: prevent data/IP loss, satisfy legal requirements (final pay, COBRA, state-specific), preserve relationships (alumni are recruiters, customers, and re-hires), and capture institutional knowledge. Sloppy offboarding creates data leaks, wage complaints, and bad Glassdoor reviews. Good offboarding maintains networks that pay back for years.
Start Here: ERP•AI Templates
ERP•AI's Employee Separation template orchestrates the multi-team choreography: IT (access revocation), HR (final pay, COBRA, exit interview), Manager (knowledge transfer), Finance (final expense reimbursements, equity exercise window), Legal (non-disclosure, non-compete where applicable). Checklist-driven with SLA for each step.