TACTIXProcess templates
Employee Offboarding Process Template
Open access is a security risk and unhanded work is a continuity risk when someone leaves. This template orders everything from the resignation to the exit interview.
Free. Lanes, steps and approvers come ready; you can change everything.
Process flow
Each row is a role (swimlane); steps run left to right.
| Manager | 1 · StartReceive the resignation | 2 · StepHandover plan | ||||
|---|---|---|---|---|---|---|
| HR | 3 · DocumentExit paperwork | 6 · EndExit interview | ||||
| IT | 4 · StepClose accounts, collect equipment | |||||
| Accounting | 5 · StepFinal payment |
Step by step
Receive the resignation
Handover plan
- Open work handed over
- Documents shared
Exit paperwork
Close accounts, collect equipment
- Access revoked
- Equipment returned
Final payment
Exit interview
Who does what? (RACI summary)
R: responsible · A: approves
| Step | Manager | HR | IT | Accounting |
|---|---|---|---|---|
| Receive the resignation | R | |||
| Handover plan | R | |||
| Exit paperwork | R | |||
| Close accounts, collect equipment | R | |||
| Final payment | A | R | ||
| Exit interview | R |
When to use it
- Leavers' accounts are closed late
- Handovers are not written down
- Equipment returns are not tracked
Tips
- Make revoking access a required check for IT.
- Reassign open jobs before the last day.
- Let HR approve the final payment.
More process templates
Run the process with your team on one map
Open the template, give each step an owner and a date, and send it to your field team as step-by-step instructions and QR labels.