domains / families / business / offboarding-exit

offboarding-exit

authentic

Offboarding register: exit type, employee and manager, notice and final day, reason, handover owner, and done flags for knowledge transfer, assets, access and settlement. Use for exit tracking.

When to use

• offboarding checklist
• exit interview tracker
• employee exit process
• departure checklist

When not to use

• Empty template only. It does not compute payroll, tax, leave balances or KPIs.
• Notion relations need both databases imported before the link column resolves.
• Select options are a starting set. Rename them to match how the business talks.
• No automation, reminders or sync. Those need the integration layer.
• Does not revoke access itself, terminate employment or provide legal advice on the exit.
• Legal, tax and HR review is still required before this drives real decisions.

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