Employee Offboarding & Termination Workflow

Complete employee offboarding process for HR managers and department supervisors. Estimated time: 2-5 business days. Covers voluntary resignations and involuntary terminations with compliance checkpoints, IT access revocation, exit interviews, and final pay processing.

15 steps

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 depratment: {{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 submit 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 depratment: {{employee-department-209259}} Date of resignation: {{date-of-resignation-termination-209260}} Kindly submit 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 depratment: {{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 inform 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 depratment: {{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:Payroll prepares final che k immediately. HR complete termination checklist. 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 depratment: {{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:HR prepares term documents. Payroll prepares final check to be disbursed within 72hrs from {{date-of-resignation-termination-209260}} HR complete termination checklist. 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 seek approval and discuss with HR

5 days from previous step
task
Name: {{employee-first-name-209256}} {{employee-last-name-209257}} Employee ID: {{employment-id-209275}} Employee depratment: {{employee-department-209259}} Date of resignation: {{date-of-resignation-termination-209260}} To do list:Manager seeks approval and discusses with HR Manager before termination. HR reviews supporting documentation. HR and Manager discuss exit strategy. Payroll prepares final check immediately. HR complete termination checklist. 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. Ensure the decision follows company policy, is compliant with employment law, and is legally defensible. Required for 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 excessive detail. Allow the employee to 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 final paycheck including unused PTO per company policy. Provide COBRA information for benefits continuation. Explain when the final check will be issued. Process any applicable severance. Note: Many states require final pay within 72 hours - verify your state 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 must be completed within 4 hours of termination notification for security compliance.
13

Complete HR paperwork and internal communication

5 days from previous step
task
File all termination documentation in employee record. Update HRIS and payroll systems. Notify relevant teams about the departure without sharing confidential details. Reassign the departing employees responsibilities and update 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 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. This is valuable for understanding reasons for departure and identifying 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 information 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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