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Offboarding (new) · Proposed example, not live

Offboarding

Why

No offboarding comms today. Manual for now, automatic once an exit date syncs from the HRIS.

Trigger
Manual for now; automatic once an exit date syncs from the HRIS
Audience
Departing employee and their manager
Channel
Email

From
People & Culture <peopleandculture@forwardfinancing.com>
To / Audience
Departing employee's manager
Sends
When resignation is confirmed10:00 AM recipient's local time, weekdays
Subject
Offboarding checklist for Employee name

Hi Manager first name,

Employee name's last day at Forward is last day. Here's what to cover so the transition goes smoothly for them and your team.

This week

  • Confirm the last day with People & Culture
  • Tell your team, agreeing with Employee name on how and when
  • Plan the handover: open projects, clients, documents and passwords to shared vaults

Before the last day

  • Schedule a handover meeting with whoever takes on their work
  • Make sure they've received the exit survey
  • Plan a send-off or thank-you with the team

On the last day

  • Collect equipment, or confirm the return shipping process: equipment return process
  • Confirm IT will remove access at time

Questions? Reach out to your People Business Partner.

People & Culture