# Employee offboarding workflow template

> Handle a departure without loose ends: handover, accesses, equipment and termination paperwork.

Category: People. 4 steps, 16 form fields.

## Steps

### 1. Departure notice

Owner: Whoever starts the request.

Tell HR who is leaving and when.

Fields:

- Employee (text, required)
- Role (text)
- Last working day (date, required)
- Reason (choice, required)
- Notice period (choice, required)
- Notes (long text)

### 2. Handover

Owner: A person or team you choose.

The manager makes sure nothing is left without an owner.

Due in 5 days (business time).

Fields:

- Handover (checklist, required)
- Who takes over (text, required)
- Notes (long text)

### 3. Accesses and equipment

Owner: A person or team you choose.

IT revokes the accesses and collects the equipment on the last day.

Due in 1 day (business time).

Fields:

- Accesses (checklist, required)
- Equipment returned? (choice, required)
- What is still pending? (long text, required)

### 4. Termination paperwork

Owner: A person or team you choose.

HR closes the contract and files the documents.

Due in 10 days (business time).

Fields:

- Closing (checklist, required)
- Termination date (date, required)
- Termination documents (files)
- Exit interview (long text)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/employee-offboarding