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Click ‘Get Form’ to open the northeastern university off boarding checklist in the editor.
Begin by entering the employee's name and last day worked at the top of the form. This information is crucial for record-keeping.
Fill in the title, date completed, and department fields to provide context for the off-boarding process.
Review each item on the checklist carefully. Mark each box as you confirm that all university property has been returned, including keys, access cards, and equipment.
Ensure that any outstanding expenses are reconciled and submitted via the Concur T&E system before marking that section complete.
Once all items are checked off, both the employee and department head should sign and date the document to finalize the process.
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The offboarding process is the reverse and helps complete the employee lifecycle in a structured way. Employees must return any company equipment, be logged out of the company network and have their access revoked, hand over responsibilities to other team members, and say goodbye to their colleagues.
What are the steps of offboarding?
The Employee Offboarding Process From Start to Finish Communicate Termination. Prepare Paperwork. Inform Employee. Transition Plan. Knowledge Transfer. Exit Interview. Collect Assets and Terminate Access. Generate Good Faith.
What are common offboarding mistakes?
Common offboarding mistakes to avoid Failing to act quickly when someone resigns can delay planning and unsettle the team. If handovers are rushed or unclear, tasks may be missed and clients left in the dark. Forgetting to revoke access on time can leave systems vulnerable, even if its unintentional.
What does a good offboarding process look like?
The offboarding checklist Efficient and transparent communication Notify relevant departments, such as HR, finance, and IT, about the exit, informing them of the reason why, if needs be. Comprehensive paperwork Ensure exiting employees sign all pertinent documents that relate to their termination of employment.
How do you offboard an employee?
Some essential tasks that occur during offboarding include: Capturing critical institutional knowledge for current projects. Conducting an exit interview. Completing relevant HR paperwork. Communicating the employees departure to their teammates.
northeastern staff off boarding fillable
OFF-BOARDING CHECKLIST
M: Obtain letter of resignation from employee forward to Key Contact. □ M: Confirm remaining PTO with employee. □ KC: Complete the Offboard an Employee.
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