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Offboarding leavers well

Run a planned, respectful exit: a checklist with owners, a real knowledge handover, timely access removal, equipment return, and an exit conversation whose findings are used properly.

Level
Beginner
Length
About 40 minutes
Contents
3 lessons · 1 video · final exam
Status
Published · updated 1 Oct 2026

Skills you'll practise

  • Build a leaver checklist with owners and due dates, and spot tasks at risk
  • Plan access removal for every system, including shared logins
  • Organize a knowledge handover that covers open work, contacts and where things are
  • Run or arrange an exit conversation and handle what it reveals appropriately and confidentially

Course outline

  1. 1.Offboarding leavers wellVideo · 2 min
  2. 2.A planned exitLesson · 14 min
  3. 3.Access, equipment and knowledge handoverLesson · 15 min
  4. 4.Exit conversations and recordsLesson · 14 min
  5. 5.Offboarding leavers well: knowledge checkKnowledge check · 16 questions
  6. 6.Offboarding leavers well: practical exerciseKnowledge check · 1 question
  7. 7.Last day, and the access is still onScenario
  8. 8.Final exam8 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

  • General HR practice (fair process, consistency, confidentiality, documentation); check local employment law and your own policies
  • General joiner-mover-leaver (access management) practice

See it with your own jobs and topics

Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.