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Employee Offboarding: Preparing Now to Avoid Future Issues

Updated: Nov 14, 2022

The employee offboarding process can oftentimes be a stressful task, both because of the tedious manual steps involved and because there is often an abundance of emotions from all parties involved. Some of the key steps in the offboarding process include ensuring account access is revoked on all platforms and conducting exit interviews. These steps tend to be performed by different individuals, in different departments, leaving gaps that are prone to mistakes given the pressures weighing on those involved.


By automating the offboarding process, you can ensure that all steps are completed accurately while reducing the risk of errors that result from miscommunication between the various departments included. Given the circumstances, the offboarding process many times feels as though it needs to be done quickly, which leads to employees rushing to complete each step increasing the likelihood of something being overlooked. By creating a checklist of required offboarding tasks in advance, you can ensure that your processes are accurate and avoid any possible repercussions when the time comes to offboard an employee.


There is a lot at stake during an offboarding process, as the employee being released may have newly formed malicious intentions towards the company. The 2019 Global Data Exposure Report revealed that 63% of employees have indicated that they brought data from their previous employer to their current employer. This is why it is so essential to ensure that post-termination, former employees lose their access to your company's various systems and databases so they can’t give away valuable information to your competitors.

Aside from revoking company passwords, many other steps need to be taken once the employee is terminated, with many of these being easy to forget. Some of these include identifying physical assets that the employee may have, ensuring that processes are compliant to avoid lawsuits, and notifying all of the relevant parties who aren’t already directly involved in the offboarding process. By automating this procedure, you can ensure all of these steps are met in an efficient and effective manner. Your personalized solution can proactively log details about employees, like the possession of physical assets or logins that they have, so they are easily accessible when you need them.

Our team of experts at RJ Reliance can help you prepare an automated offboarding checklist that sets you up for success in the future, alleviating potential headaches and ensuring consistency in the procedure. We have extensive experience in every industry vertical and can deliver a customized solution for your company. For more information on how we can help you, visit our website or reach out to an expert today!

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