Employee offboarding without the week-old active accounts.
Most security incidents in offboarding are timing failures: accounts stay active for days after departure, equipment isn't returned, knowledge walks out undocumented. This template coordinates IT, HR, and managers so nothing gets skipped before the last day.
For hr & it teams. No credit card. First run in under a minute.
Offboarding: David Park
Senior Engineer · Last day: Dec 15 · Reason: Voluntary
- HR notification100%HRTrigger
- IT access revocationITEvidence
- Knowledge transferManager
- Payroll & benefits settlementHR
- Exit interviewHREvidence
- Manager sign-offManagerApproval gateDep. pendente
Opinion
What we cut. And what we kept.
Most offboarding checklists are HR compliance documents. We kept only what prevents security and operational gaps.
Cut
- Generic exit surveys nobody reads.
- HR-only checklists without IT involvement.
- Knowledge transfer that happens post-departure.
- Manager sign-offs collected two weeks late.
Kept
- IT access revocation on or before last day.
- Knowledge transfer during notice period.
- Exit interview with archived responses.
- Manager gate confirming all steps complete.
What this template includes
Process steps
- 1HR notification: trigger offboarding flow on last day confirmation
- 2IT access revocation: disable accounts, recover equipment, reset credentials
- 3Knowledge transfer: document ongoing responsibilities and hand off to replacement
- 4Final payroll and benefits settlement signed off by HR
- 5Conduct exit interview and archive responses
- 6Manager sign-off confirming all steps complete, gate
Why teams use this template
Offboarding failures are security and compliance events. An account left active for a week after a departure is a liability. Knowledge that walks out the door without a handoff is an operational gap that surfaces at the worst time.
This template ensures IT, HR, and the manager each complete their steps before the employee's last day, with a single approval gate that provides a signed record the departure was handled correctly.
Ready to run this process?
Open this template in Cadenio, customize the fields and approvals for your context, and run it for the first time in under 60 seconds.
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