Phased Offboarding Tracking Template

Author(s): Damian Sycz, Ruffa Delfin, Ramsha Munshi, LynnAnn Brewer, Casey Langley

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Use the Phased Offboarding Tracking Template to assist in the employee offboarding process. It is designed to accompany McLean & Company's Phased Offboarding Job Aid. This template enables you to:

  • Record information about retiring employees who are offboarding.
  • Document the required conditions for each of the eligibility criteria.
  • Complete the offboarding checklist to ensure nothing is missed or overlooked when offboarding an employee.

    • Tags

    Alumni Program, Knowledge Transfer, Mentoring Program, Offboarding, Phased Retirement, Post-Retirement, Pre-Retirement, Replacement Plan, Retirees, Retirement, Retirement Policy, Retirement letter, Retiring employees, Role Transition, Skills Gaps, Succession Planning, Workforce Planning, Workforce Plans
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