What it is
Offboarding is the workflow that closes someone’s lifecycle properly. A guided process moves through capturing the reason, ending the engagement, working an exit checklist — assets returned, access revoked, timesheets closed, certificates archived — and handing the final pay across with the computed breakdown in view. It’s the mirror image of onboarding.
It matters because a sloppy exit leaves loose ends: access still live, equipment unreturned, a final pay that’s wrong. Working a leaver through the steps means everything is closed in order and on the record, the final-pay figures are right, and the separation flows through to the views that depend on it.
When to use it
- A worker is resigning or finishing an engagement
- A termination or redundancy needs to be actioned
- A season or contract has ended for a group
- You need access revoked and assets returned cleanly
- A final pay and exit need handling in order
How it works
Step by step.
- 1
Initiate the separation
From the offboarding board, start a separation for the worker. Choose the kind — resignation, termination, redundancy, end-of-season or retirement — and capture the reason and last day.
- 2
Work the stepper
The case moves through stages — initiated, checklist, final pay, exit interview, completed. Each stage tells you what’s next.
- 3
Clear the exit checklist
Tick off the exit items — asset return, access revoke, timesheet close, certificate archive — so nothing is left open.
- 4
Review the final pay
See the computed final-pay breakdown — any unused-leave cash-out, redundancy where it applies, the taxable and tax-free split, gross, withholding and net — and confirm it.
- 5
Complete the case
Capture the exit interview where you do one, then close the case. The separation is complete and flows to the views that depend on it.
Worked example
Follow it through.
The scenario
Jack Mason resigns from his Forklift Operator role at Docklands, last day Fri 20 Jun.
- 1 Start a separation for Jack, kind Resignation, last day Fri 20 Jun, with a short reason.
- 2 Work the stepper into the checklist stage.
- 3 Tick asset return (forklift key and access card), access revoke, timesheet close and certificate archive.
- 4 Review the final pay — unused annual leave cashed out, the taxable split and net shown.
- 5 Record the exit interview notes and complete the case.
The result
Jack’s separation is closed cleanly, access and assets are handled, his final pay is confirmed, and the exit is on the record.
Tips & notes
Good to know.
- Work the checklist before final pay — access and assets left open are the loose ends that come back later.
- The final-pay breakdown is computed for you, including any leave cash-out and the taxable split; confirm it rather than re-keying.
- Pick the right separation kind; redundancy and end-of-season behave differently from a plain resignation.
- The exit interview is a stage in the flow — capture it while it’s fresh rather than chasing it after the person has gone.
When you’re done
The leaver’s lifecycle is closed in order — checklist done, final pay confirmed and the separation on the record.