Business & Management

Offboarding

Assessment type

Training only (attendance)

Minimum duration

30 Minutes

Course delivery

E-learning

Description


The Offboarding eLearning course provides learners with an understanding of the processes and considerations involved when an employee leaves an organisation.

The course explores how effective offboarding can support a professional and consistent departure, including communication, handover arrangements, return of organisational property and removal of access to systems and information. Learners will consider the importance of planning the offboarding process, protecting organisational information and ensuring relevant administrative responsibilities are completed.


Who Should Attend?

  • Managers and supervisors.
  • Team leaders responsible for departing employees.
  • HR and people management personnel.
  • Employees involved in employee administration.
  • Employees responsible for IT access, equipment or organisational assets.
  • Managers preparing to manage an employee departure.
  • Anyone involved in workplace offboarding processes.


What You Will Learn

  • What is meant by employee offboarding.
  • The purpose and importance of an effective offboarding process.
  • Recognising different circumstances in which employees may leave an organisation.
  • Planning appropriately for an employee's departure.
  • Establishing clear responsibilities during the offboarding process.
  • Communicating departure arrangements appropriately.
  • Maintaining professionalism throughout the offboarding process.
  • Supporting an effective handover of duties and responsibilities.
  • Identifying outstanding work, projects and commitments.
  • Transferring relevant knowledge to colleagues or successors.
  • Maintaining appropriate records and documentation.
  • Identifying organisational property that must be returned.
  • Managing the return of equipment, keys, identification and other assets.
  • Ensuring access to systems, accounts and workplace facilities is appropriately reviewed and removed.
  • Protecting confidential and sensitive organisational information.
  • Maintaining appropriate information security during and following departure.
  • Understanding continuing confidentiality responsibilities where applicable.
  • Communicating relevant changes to colleagues and stakeholders appropriately.
  • Managing contact and customer information during handover.
  • Understanding the purpose of exit interviews or feedback processes.
  • Gathering useful feedback from departing employees.
  • Handling offboarding information appropriately and confidentially.
  • Completing relevant administrative processes.
  • Coordinating with HR, IT and other relevant departments.
  • Reviewing the offboarding process and identifying opportunities for improvement.
  • Supporting a professional and positive conclusion to the employment relationship.


Course Delivery

This course is delivered as self-directed eLearning through the ELMO learning platform.

Learners can work through the course at their own pace and can move backwards and forwards through the learning content as required. The course does not need to be completed in one sitting, allowing learners to leave and return to their training where necessary.

Interactive activities may be included throughout the course to reinforce key learning points.


Assessment

Knowledge and understanding are checked through online assessment activities. Depending on the course content, these may include multiple-choice questions, matching exercises, drag-and-drop activities and image-based questions.

A minimum score of 70% is required to successfully complete the course.


Certification

Upon successful completion of the course and assessment requirements, learners will receive a UK Rural Skills (UKRS) Accredited Certificate of Training.


Course Duration

The course is self-directed and learners can progress through the content at their own pace. Completion time may therefore vary depending on the individual learner.


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