Employee Offboarding - Metatask

Employee offboarding, also known as employee exit, refers to the process of removing an employee’s identity from an organization. This process becomes necessary when an employee exits an organization either through voluntary resignation, layoff, or termination.

The term may also refer to the processes surrounding the restriction of certain access when a different role has been assigned to an employee.

Employee Offboarding Process

Once you know your employee wants to leave your organization, let the team know about the exit. This will prevent all kinds of rumors from spreading with the reason for the employee’s exit being anything from a poor boss-employee relationship to your company going bankrupt. If the employee has an interpersonal relationship with clients, let them know about the offboarding and also set up a client handover process that will provide a smooth service or transaction with clients.

Next, conduct an exit interview with the employee who is leaving in order to get honest responses from the employee. This will also help you to discover weaknesses in your organization. Consider assigning this task to a neutral third-party who the outgoing employee will trust. Ask for feedback, convey findings to the management team and make the necessary changes.

After the interview, task the accounting department to ensure that the employee who is leaving is taken off the payroll system. Supply the accounting department with details such as the employee’s end date and any other extra information that they may need to legally compensate the employee.

The IT department should then proceed to recover company assets from the employee including mobile phones, laptops, and equipment. This will prevent employee theft and save the company from a security breach.

At this point, process the final payment to the employee with a farewell gift and say goodbye to the employee.

The manual offboarding process is error-prone and these errors could expose the company to security threats and benefits overpayment. But offboarding automation reduces risks and manual labor.

Automated employee offboarding ensures that the departure of an employee doesn’t cause any disruption in the daily activities of the organization.

A smooth offboarding is just as important as a great onboarding.

Benefits of Employee Offboarding Automation

Reduces Human Error and Improves Offboarding Precision

Automated employee offboarding greatly reduces the probability of human error. A well automated offboarding system operates with precision. Processes are always completed at exactly when expected and without failure. It ensures that no task slips through the cracks.

Carries Out Vital Offboarding Steps in Seconds

Manual Offboarding is a time consuming and inefficient process.

But an automated system makes it possible for companies to perform boatloads of tasks almost immediately.

Not only does this make the process more efficient and time-saving, but it also reduces risks by performing critical security-related tasks recurrently.

Simplifies and Controls Your Offboarding Processes

Automation simplifies offboarding, especially the documentation and training aspect of the offboarding process. The system makes it possible for a new person to pick things up immediately from the employee that is leaving, thus enabling the company to carry out its activities without a hitch.

Reduces the Paperwork

Automated offboarding significantly reduces the amount of paperwork in the offboarding process including signing a letter of resignation, completing benefits forms, processing tax documents, confirming details of the last paycheck, you name it.

Eliminating the paperwork will free up more time for your team to focus on rendering a better service to your customers and also delivering a great employee experience to new hires.

Used by companies in 34 countries.

Metatask is used for all kinds of workflows and internal processes: onboarding of new employees, starting marketing campaigns , processing purchase orders, processing quote request, requesting vacations, advertising real estate properties, onbording new clients, approving expenses and many more.