Offboarding Guide

An effective and consistent offboarding procedure for exiting employees is essential to protect the interests of both the employee and the University.

Benefits of Offboarding

Managers/Supervisors: Offboarding will

  • protect the physical and intellectual property of the University
  • ensure compliance with security and access issues with exiting employees
  • assist with the transfer of the position to subsequent employees through completion of the Knowledge Transfer Template

Employees: Offboarding will provide

  • information to employees upon their departure
  • an opportunity to wrap up their projects
  • knowledge of retirement, benefits, final payment procedures, etc.
  • a sense of closure to the employee

Offboarding Procedure

  • Manager or supervisor accesses the offboarding tools upon notification that an employee is leaving
  • Manager/supervisor and employee complete and sign the
  • Manager/supervisor ensures the completed offboading checklist is scanned to the personnel file through the Document Imaging System or, if scanning is not feasible, retained in the department

General Resources