Offboarding is the process of transitioning employees out of your organization due to resignation, termination or retirement. Offboarding requires employers to complete a variety of critical tasks in a short timeframe, including finalizing payroll, retrieving company property and transferring the departing employee’s job responsibilities. An effective offboarding process can help ensure your organization complies with relevant laws and that necessary tasks are completed in a timely manner.
The following checklist is a guide for addressing employee benefit issues during the offboarding process. This component of the offboarding process will differ based on each employer’s benefit offerings and compliance obligations under state laws. Due to the complexities of offboarding, employers are encouraged to consult with legal counsel regarding specific issues or concerns, including possible claims for unemployment benefits.
You can use this checklist as a guide when establishing, reviewing, or improving your organization’s offboarding process for employee benefits. For more workplace resources, contact Parrott Benefit Group.
This offboarding checklist is merely a guideline. It is neither meant to be exhaustive nor meant to be construed as legal advice. It does not address all potential compliance issues with federal, state or local standards. Consult your licensed representative at Parrott Benefit Group or legal counsel to address possible compliance requirements. © 2024 Zywave, Inc. All rights reserved.
