Offboarding
Offboarding is the set of tasks you complete when an employment relationship ends, from final payroll review to benefits, access, equipment, and separation records.
Offboarding runs as a checklist rather than a single event, because its steps follow different timelines. The timelines range from the final paycheckFinal paycheck. A final paycheck is the last wage payment an employer owes a departing employee, covering wages and earned variable pay through the last day.Click to open the term to a benefit end date weeks later. A single separation date can trigger final payroll review, timecard completion, commission or bonus review, and benefit termination or continuation. It also triggers access revocation, equipment return, and manager notification. Unused PTOPaid time off (PTO). Paid time off (PTO) is a single bank of paid hours an employee draws from for vacation, illness, or personal reasons.Click to open the term is paid out or forfeited under the applicable state and company policy. Each task keys off its own date in the separation record, not one termination date.
What does a former employee keep access to?
Ending someone’s access is not the same as ending their right to their own payroll records. Authentication and employment access are two separate questions: whether the person can sign in, and which functions and data remain available. A well-run checklist disables the functions a former employee loses without silently blocking the records they still need. An involuntary termination, a layoff or firing you initiate, follows the same split; note that status in the separation record. Remove a terminated manager’s access to other employees promptly, including in secondary systems.
- Pay statements
- Tax forms
- Other historical documents tied to the employment period
- Requesting future time off
- Viewing an active schedule
- Other standard self-service and workforce functions
General information, not legal or tax advice. Apply current federal and state rules with qualified guidance.