AI workflows for employee offboarding and handover.

Seeing a leaver out properly: the checklist, the handover and the knowledge that would otherwise leave with them.

Who does this work

  • HR coordinator
  • People operations specialist
  • IT administrator

3 workflow templates ready to adapt, and 3 workflows identified.

Updated

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Examples of the workflows identified
  1. Capture a departing employee's knowledge
  2. Find why employees leave from exit interviews and leaver records
  3. Run the employee offboarding checklist

The workflows identified

Capture a departing employee's knowledgeInterviews someone leaving or changing role about what only they know and turns it into a handover document their successor can use.Workflow templateFind why employees leave from exit interviews and leaver recordsGroups exit interview answers and leaver data by reason, team, tenure and manager, with counts and quotations, and lists the patterns the people lead may want to act on.Workflow templateRun the employee offboarding checklistGives HR and the manager one dated checklist of work handovers, access removal and equipment returns before a person's last day.Workflow template

Workflow templates

Departing-employee knowledge captureWhen someone is leaving or changing role, their manager gets an interview guide aimed at what only that person knows, then a handover document the successor can work from, every point traced to the conversations and marked with how sure it is. Nothing is shared until the manager approves.Workflow templateEmployee offboarding and handover checklistWhen someone leaves, your HR lead and their manager share one checklist: every piece of their work handed to a named colleague before the last day, every system on your access register removed by its owner at a set time, and every item of equipment back. Nothing is removed or sent without a person.Workflow templateExit interview themes summaryEach quarter or half-year, your HR lead sees what leavers said on the way out: themes with counts, unattributed quotes with identifying detail removed, set beside the reasons recorded at the time, and questions for leadership. Small groups are combined or withheld by a stated rule. It decides nothing about any person.Workflow template

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Where to go next

All of people operationsThe broader area this belongs to, with its workflows.All of people and HREvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Also within people operations

Other areas of people and HR