Offboarding next steps
-
New Hire Onboarding Journey
- Welcome to @companyname
- What to expect your first week
- Complete required training
- Bookmark these company resources
- We want your feedback! Take the pulse poll.
- Live our mission, vision & values
- Understand our company strategy
- Action required: Review and sign our company policies
- We want your feedback! Take the pulse poll.
- Navigating our company communication tools
- Learn our company lingo
- Bring your full self to work
- Take the 30-day onboarding survey
- Creating your goals
- Take the 90-day onboarding survey
- Hiring Manager Onboarding Journey
-
Promotions Journey
- A heartfelt congratulations on your promotion
- Five things to do your first week
- Your first 1:1 meeting
- Your first team meeting
- Living our values
- People leader resources
- Leadership skills to get you started
- Recognizing your employees
- Understanding the performance process
- Developing your employees
- DEI and leading
- Recruiting and onboarding process
- Employee wellness
- Leading in your communication platform
- Employee Parental Leave
- Manager Parental Leave
- Other Leave
- Employee Bereavement Leave
- Manager of Employee on Bereavement Journey
- Manager Anniversary Reminder Journey
- Employee Anniversary Journey
- Manager Birthday Journey
- Employee Birthday Journey
- Employee Annual Performance Kickoff Employee Journey
- Manager Annual Performance Kickoff Journey
- Employee Performance Journey Quarterly Reminders
- Manager Performance Journey Quarterly Reminders
- Employee Mentorship Journey
- Manager Open Enrollment Journey
- Employee Open Enrollment Journey
- Employee Offboarding Journey
- Manager Offboarding Journey
- Interns Offboarding Journey
-
Observances Journey
- New Year, New You
- Honoring Martin Luther King Jr. Day
- Happy Lunar New Year
- Honoring Black History Month
- Women’s History Month
- International Women’s Day
- Celebrating Ramadan
- Transgender Day of Visibility
- National Volunteer Month
- Celebrating Earth Day
- Mental Health Month
- Pride Month
- Juneteenth
- Disability Pride Month
- National Hispanic Heritage Month
- World Alzheimer’s Awareness Day
- Breast Cancer Awareness Month
- Indigenous Peoples’ Day
- World Mental Health Day
- Native American Heritage Month
- Day of the Dead
- Veterans Day
- Diwali
- International Volunteer Day
- Share your holiday moments
-
Wellness Journey
- New Year, New You: Get Moving Fitness Challenge
- Celebrate World Sleep Day: Prioritize your rest
- April is Stress Awareness Month
- Grab those greens: It’s Nutrition Month
- Prioritize your heart health this month
- Financial Health Month: Prioritizing your wellbeing
- Stop the stigma: May is Mental Health Month
- World No Tobacco Day: Breathe Easier, Live Healthier!
- Today is World Yoga Day
- Wellness Month
- September is Suicide Prevention Month
- World Alzheimer’s Awareness Day
- October is Breast Cancer Awareness Month.
- World Mental Health Day
- Managing holiday stress
Message Template
Dear {@employeename},
It is with mixed emotions that we acknowledge your resignation from {@companyname}. While we are sad to see you go, we understand and respect your decision to pursue new opportunities. Your contributions to our team have been invaluable, and we want to express our deepest gratitude for your dedication and hard work. Wishing you the very best in your future endeavors, and we hope our paths cross again. As you prepare your transition, please consider the following:
- Complete outstanding tasks: Finish any pending projects or tasks to the best of your ability before leaving. Document your progress, update any relevant files, and communicate the status of ongoing assignments to your colleagues. This helps maintain continuity and shows your commitment to a seamless handover.
- Prepare handover documentation: Create comprehensive handover documentation outlining your responsibilities, key projects, and any relevant information that your successor or colleagues may need. Include contact details for important stakeholders, details about ongoing projects, and any specific processes or procedures that will be crucial for the next person in your role.
- Move any files to shared folders: Be sure to move files to shared folders so team members can access.
- Connect key contacts: Introduce your replacement and/or teammates to key contacts.
Things to consider:
- Include any specific offboarding steps, including forms, processes, etc.
- Include links and best practices for moving/storing files.
- Add best practices for file saving and sharing within your organization.
Recommended resources
Explore our library of resources to help you craft an irresistible employee experience
Plan a positive exit for departing employees through personalized offboarding journeys
Get started with journey tips and resources
Success! You’ll be hearing from us soon.
By providing your email address, you are agreeing to Firstup’s use of your personal information in accordance with our Privacy Notice, which includes receiving marketing emails about our products.