HR offboarding workflow for Tallyfy

Handle departures professionally and completely

Employee departures - whether voluntary or involuntary - require coordination across HR, IT, finance, and management. Missing steps creates security risks, legal exposure, or a poor final impression. This template ensures nothing gets missed from exit interview to final paycheck.

15 steps

Run this workflow in Tallyfy

1
Import this template into Tallyfy and use conditional visibility to show different steps for voluntary vs involuntary terminations based on the termination type dropdown
2
Configure Tallyfy with 4-hour deadlines for IT access revocation, 72-hour deadlines for final pay processing, and form fields to capture the access revocation checklist and exit interview feedback
3
Track every departure through Tallyfy's 15-step process with real-time visibility into which tasks are complete across HR, IT, and management
Import this template into Tallyfy

Process steps

1

Termination type: voluntary or involuntary?

5 days from previous step
task
Name: ​{{employee-first-name-209256}}​ ​{{employee-last-name-209257}}​
Employee ID: ​{{employment-id-209275}}​
Employee email: ​{{employee-email-209258}}​
Employee department: ​{{employee-department-209259}}​
Date of resignation: ​{{date-of-resignation-termination-209260}}​

Form fields in this step
What type of termination is this?
2

Voluntary resignation: employee submits termination letter

5 days from previous step
task
Name: ​{{employee-first-name-209256}}​ ​{{employee-last-name-209257}}​
Employee ID: ​{{employment-id-209275}}​
Employee email: ​{{employee-email-209258}}​
Employee department: ​{{employee-department-209259}}​
Date of resignation: ​{{date-of-resignation-termination-209260}}​

Please submit your resignation letter to HR.

Thanks,
HR Manager.
3

Voluntary resignation: HR & Management meet to discuss exit strategy

5 days from previous step
task
Name: ​{{employee-first-name-209256}}​ ​{{employee-last-name-209257}}​
Employee ID: ​{{employment-id-209275}}​
Employee email: ​{{employee-email-209258}}​
Employee department: ​{{employee-department-209259}}​
Date of resignation: ​{{date-of-resignation-termination-209260}}​

Thanks.
Form fields in this step
Kindly choose most suitable meeting time
Meeting notes
4

Voluntary resignation: 2 week notice period?

5 days from previous step
task
Form fields in this step
Is employee working out their 2 week notice?
5

Voluntary resignation: HR informs employee of immediate dismissal

5 days from previous step
task
Name: ​{{employee-first-name-209256}}​ ​{{employee-last-name-209257}}​
Employee ID: ​{{employment-id-209275}}​
Employee department: ​{{employee-department-209259}}​
Date of resignation: ​{{date-of-resignation-termination-209260}}​

HR manager and department manager meet to inform ​{{employee-first-name-209256}}​ ​{{employee-last-name-209257}}​ of immediate dismissal.

To do list:
  1. Payroll prepares final check immediately.
  2. HR completes termination checklist.
  3. Deployment disables ​{{employee-first-name-209256}}​ ​{{employee-last-name-209257}}​ email and phone calls.

Thanks.
6

Voluntary resignation: HR prepares exit interview with employee

5 days from previous step
task
Name: ​{{employee-first-name-209256}}​ ​{{employee-last-name-209257}}​
Employee ID: ​{{employment-id-209275}}​
Employee department: ​{{employee-department-209259}}​
Date of resignation: ​{{date-of-resignation-termination-209260}}​

HR manager schedules exit interview with ​{{employee-first-name-209256}}​ ​{{employee-last-name-209257}}​.

To do list:
  1. HR prepares term documents.
  2. Payroll prepares final check to be disbursed within 72hrs from ​{{date-of-resignation-termination-209260}}​
  3. HR completes termination checklist.
  4. Deployment disables ​{{employee-first-name-209256}}​ ​{{employee-last-name-209257}}​ email and phone calls.
Thanks.
Form fields in this step
Kindly choose most suitable meeting time
7

Involuntary resignation: Manager seeks approval and discusses with HR

5 days from previous step
task
Name: ​{{employee-first-name-209256}}​ ​{{employee-last-name-209257}}​
Employee ID: ​{{employment-id-209275}}​
Employee department: ​{{employee-department-209259}}​
Date of resignation: ​{{date-of-resignation-termination-209260}}​

To do list:
  1. Manager seeks approval and discusses with HR Manager before termination.
  2. HR reviews supporting documentation.
  3. HR and Manager discuss exit strategy.
  4. Payroll prepares final check immediately.
  5. HR completes termination checklist.
  6. Deployment disables ​{{employee-first-name-209256}}​ ​{{employee-last-name-209257}}​ email and phone calls.
Thanks.
8

Employee is terminated

5 days from previous step
task
9

Document the termination decision

24 hours from previous step
task
Record the reason for termination with supporting evidence and performance documentation. Consult HR and legal before proceeding. Make sure the decision follows company policy, complies with employment law, and is legally defensible. Required for the compliance audit trail.
10

Conduct the termination meeting

8 hours from previous step
task
Have HR present as witness. Be direct but respectful - explain the decision clearly without going into excessive detail. Let the employee ask questions. Keep it brief and professional. Document the meeting time and attendees.
11

Process final pay and benefits (COBRA)

72 hours from previous step
task
Calculate the final paycheck including unused PTO per company policy. Provide COBRA info for benefits continuation. Let them know when the final check will be issued. Process any applicable severance. Note: Many states require final pay within 72 hours - verify your state's requirements.
12

Revoke IT access and collect company property

4 hours from previous step
task
CRITICAL SECURITY STEP: Immediately disable all system access including email, VPN, cloud services, and internal applications. Collect keys, badges, laptops, phones, and any company property. This needs to be done within 4 hours of the termination notification for security compliance.
13

Complete HR paperwork and internal communication

5 days from previous step
task
File all termination documentation in the employee record. Update HRIS and payroll systems. Let relevant teams know about the departure without sharing confidential details. Reassign the departing employee's responsibilities and update the org chart.
14

IT: Complete system access revocation

4 hours from previous step
task
SECURITY CRITICAL - Complete within 4 hours of termination notification. IT must revoke access to: Email and calendar, VPN and remote access, Cloud services, Internal applications, Building access. Document all access that's been revoked below.
Form fields in this step
Access revocation checklist *
IT administrator completing this task *
Date and time access was revoked *
15

HR: Conduct exit interview

3 days from previous step
task
Schedule and conduct an exit interview with the departing employee. It's a great way to understand why they're leaving and spot improvement opportunities. Topics to cover: - Reason for leaving - Feedback on management and team dynamics - Suggestions for process improvements - Would they recommend the company to others? - Any unresolved concerns Document key insights below. This info helps improve retention and workplace culture.
Form fields in this step
Primary reason for leaving *
Would recommend company to others? *
Key feedback and suggestions
Exit interview conducted by *

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