Employee offboarding is a risk workflow. If resignation, handover, IT access, assets, finance dues, final settlement, and documents are tracked separately, the company can miss important closure steps.
Start with resignation and manager review
Capture resignation date, reason, notice period, expected exit date, manager comments, and HR review status.
Assign clearance owners
HR, manager, IT, asset manager, finance, and payroll should each own their checklist items. One HR user should not chase every department manually.
Recover assets and remove access
Laptops, accessories, ID cards, QR assets, remote access, sessions, secure files, and app roles should be closed or recovered before final clearance.
Close finance and payroll
Loans, advances, reimbursements, notice recovery, final pay, and settlement should be reviewed after required clearances.
Archive with audit trail
Employee records should usually be deactivated or archived, not permanently deleted. Audit history should remain available for authorized roles.
Practical rollout checklist
- Create resignation workflow.
- Assign manager, HR, IT, asset, finance, and payroll clearances.
- Track returned, damaged, repair, lost, and pending assets.
- Remove remote access and secure file permissions.
- Audit settlement and archive actions.
For a deeper buying review, compare the related Helmroot page at /employee-offboarding-software, then review modules, pricing, and demo support.
FAQ
What is employee offboarding software?
It manages resignation, handover, clearances, asset recovery, access removal, settlement, letters, and audit history.
Should final settlement wait for asset recovery?
Most companies should require asset and access clearance before final settlement, based on policy.
Should exited employees be deleted?
Usually no. Deactivate or archive records so reports and audit evidence remain intact.