Offboarding: what it is and why it protects the organisation
Offboarding is a controlled process of employee departure. Its goal is to securely close documents, transfer agendas, return property, and properly revoke or change accesses. When offboarding is done “by rote,” it creates information loss and security holes.
The main goal of offboarding: to leave nothing “hanging” after leaving, neither the agenda nor the accesses.
Offboarding checklist
- transfer of agenda and contacts
- return of property (NTB, phone, card)
- changing or removing roles in systems
- Closing documents and certificates
- demonstrability of actions (audit trail)
What goes wrong most often
Active approaches remain, know-how is not given away, assets are returned “late”. Everything is dealt with at the last minute and no one has an overview of what has already taken place.
How SmartFP solves it
In SmartFP you set up offboarding as a workflow with roles, deadlines and notifications. Every step is traceable and repeatable, with no improvisation and no “forgotten” approaches.