Hiring Process

How do you run an offboarding process?

Record the departure and its type, agree notice and the last working day, then run four parallel tracks: knowledge handover to a named receiver, asset recovery, access revocation, and final settlement with documents. Time revocation to the actual departure, not to a payroll date or a calendar guess. Close with an exit conversation.

What starts the process, and what has to be recorded first?

A departure begins the moment it is known, not on the last working day, and the first act is to record it properly: the type, whether resignation, dismissal, redundancy, end of contract or retirement; the date it was notified; the notice that applies; and the intended last working day. Everything else keys off that record, which is why it belongs in the [core HR system](/hris) rather than in an email thread between a manager and HR. Agree the last working day explicitly, including any notice waived or bought out, and confirm it to the employee in writing. Disputes later usually turn on which date was agreed.

Why is access revocation the spine of the process?

Because it is the only part where a delay creates exposure rather than inconvenience. Every day a former employee keeps a live account is a day of access to customer data, financial systems, source code or colleagues' personal information, and nothing flags it as a problem until something happens. Time revocation to the actual departure, not to a payroll date, not to month end, and not to whenever the queue clears. Build the list from the [employee record](/employee-database-software) and from what was provisioned at joining, then extend it to whatever was added since: tools bought on a team card, shared logins, personal devices holding company mail, building passes, remote access certificates, and administrative rights held over other people's accounts.

How do you make knowledge handover real?

Name the receiver. A handover written into a document with no recipient gets filed and forgotten, whereas a named colleague who will have to answer for the work asks the questions that surface what is genuinely undocumented. Start early enough in the notice period that the two overlap on live work rather than only talking about it, and transfer ownership explicitly: open tickets, running projects, supplier relationships, recurring meetings, scheduled reports, shared documents, and any account registered in the leaver's name. Where the leaver is the only person who knows something, that is a finding about the team rather than about the leaver, and it deserves a note for after they have gone.

What does asset recovery actually involve?

A list generated from what was issued rather than from memory, and a date against it. Laptop, phone, peripherals, access cards, keys, uniform, tools, company card, and anything issued for working from home. For remote employees, arrange and pay for collection instead of expecting somebody to organise a courier during their last week. Wipe and reassign devices through a documented step, since a returned laptop sitting in a drawer with the previous owner's mail still on it is the same exposure as an unrevoked account. If you intend to withhold anything from the final payment for unreturned property, the rules vary by state and change, so confirm the current position with a qualified advisor before assuming it is permitted.

How does final settlement fit into the sequence?

It runs last, because it depends on everything else closing: attendance and leave finalised, recoveries known, assets accounted for, notice position agreed. The calculation brings together outstanding salary, any leave encashment the policy provides for, deductions and recoveries, and the statutory items that apply to a leaver, which in India typically involve provident fund, gratuity where the employee qualifies, tax on the settlement, and the associated returns. Rates, thresholds and timelines for all of those are set by statute, vary by state and change, so confirm the current position with a qualified advisor or the relevant authority before releasing anything. Running it through [payroll](/payroll-management) rather than as a manual transfer keeps the deductions and the record consistent with every other payment.

Which documents does a leaver need, and when?

A relieving letter confirming the end of employment and the last working day, an experience or service certificate stating role and dates, the settlement statement showing how the final figure was reached, and the tax and provident fund documentation the person needs for their own filings and for their next employer. Issue them promptly and to a personal email address, since the work account is closed by then. Delaying documents as leverage over an unreturned laptop is a common instinct and a poor one: it holds up somebody's next job, it does not recover the laptop any faster, and it converts a routine exit into a dispute.

What is the exit conversation for, and who should run it?

For information you can act on, which means running it with somebody the leaver has no reason to manage, usually HR rather than the departing person's own manager. Ask about specifics: what would have kept them, when they first started looking, what they told their manager at the time and what happened next. Expect a softened account and read it alongside other evidence rather than as testimony. Then decide what the relationship becomes: keeping in touch with people who left well costs nothing, and rehires and referrals both come out of it. Somebody whose last week was handled badly will describe it accurately to every candidate who asks.

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FAQ

Frequently asked questions

Should HR or the manager run the exit conversation? +
HR, in most situations. The manager is often part of the reason somebody is leaving, and few people will say so to their face while a reference is still outstanding. The manager should hold their own farewell conversation, which is a different thing entirely. Where the relationship with HR is poor, a neutral third person is better than either of them.
When should access be revoked if someone resigns with a long notice period? +
Keep normal access while they are working normally, and reduce it by risk rather than by date: administrative rights, bulk export, financial approvals and systems they no longer need can come down early. Full revocation happens at the end of the last working day. For a dismissal, or any departure carrying a risk of harm, immediate revocation before the conversation is the safer sequence.
What if assets are not returned? +
Write to the person with a list and a deadline, keep the correspondence, and escalate through the route your policy sets out. Before deducting anything from a final payment, check that it is lawful for that employee, since the position varies by state and changes; take advice rather than assuming. Prevention is easier: issue assets against a signed record so the list is never in dispute.
Does an involuntary exit need a different process? +
The steps are the same but the sequence and timing change. Access is usually revoked immediately, the conversation is held with a witness, documentation is prepared beforehand rather than afterwards, and handover often happens without the leaver present. Settlement follows the same discipline, and the record should show clearly why the exit was involuntary.
Is it worth keeping in touch with people who leave? +
Yes, and it costs very little. Former employees refer candidates, return later with more experience, and describe the organisation to people considering it. A simple list of leavers who departed on good terms, with permission to contact them, is enough infrastructure. The discipline that makes it possible is running the last two weeks well rather than letting them drift.
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