01
Create a board for each departing employee
Duplicate this template for each offboarding. Add the employee name to the board title. Assign cards to the responsible person - HR, IT, or the direct manager - so everyone knows their tasks.
// Employee Offboarding
Clean exits, every time.
Track knowledge transfer, access revocation, and exit interviews in one board. Never miss a step when someone leaves - whether it is revoking GitHub access or scheduling the exit interview.
Notice Period
3Notify payroll of last working day and final pay calculation
HR
Reassign active projects and client accounts to team leads
Manager
Begin backfill requisition with recruiting
HR
Knowledge Transfer
2Record walkthrough of deployment pipeline and runbooks
Manager
Document API integrations and vendor contacts
IT
Access Revocation
3Disable SSO, VPN, and cloud console accounts
IT
Remove from GitHub org, Slack workspace, and 1Password vault
IT
Revoke building access badge and parking credentials
HR
Exit Interview
2Schedule 30-minute exit interview with HR partner
HR
Prepare exit survey covering culture, growth, and management
HR
Complete
2Final paycheck and benefits continuation letter sent
HR
All company equipment returned and asset-tagged
IT
02
Work through Knowledge Transfer first
The most time-sensitive column. Ensure the departing employee documents critical processes, passwords, and institutional knowledge before their last day. Attach recordings and docs directly to cards.
03
Revoke access systematically
Use the checklist on each Access Revocation card to track every system. Check off SSO, VPN, GitHub, Slack, and cloud accounts one by one. Nothing gets missed when it is a checkbox, not a mental note.
04
Close out in Complete
Once all tasks are done, the board serves as proof that offboarding was handled properly. Archive the board for compliance records - Flux preserves full activity history on every card.
01 Why use a board instead of an HR checklist?
+
A checklist lives in one person's inbox. A board gives visibility to every stakeholder - HR, IT, and the manager each see their assigned tasks and can track progress in real time. When the CTO asks if access was revoked, you have the answer in seconds.
02 How do I handle offboarding for multiple employees at once?
+
Create a separate board for each employee. Use Flux's multi-board view to see all active offboardings side by side. Filter by label to check if IT has completed access revocation across all departures.
03 Can I reuse this template for every offboarding?
+
Yes. Set up the template board once with your standard checklist items, then duplicate it for each new departure. Customize cards as needed - some roles require additional steps like client handoff or license transfer.
// Start offboarding
Your process, bulletproof.
No credit card. Track offboarding tasks across HR, IT, and management with real-time sync.