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Support processHR and peopleInternal ITISO 9001ISO 27001Cross-industryHiring
PROCESS TEMPLATE

Offboarding

From the notice received through handover to revoked access.

8 steps3 lanes1 decision points3 systemsMaturity definedBPMN 2.0
Excerpt of the process diagram. The remaining steps appear after unlocking. ' + ' HR OFFICE DEPARTMENT IT OPERATIONS Settle the leaving date and remaining leave Plan the handover of tasks Record the returned equipment 5 more steps

Tell the AI what runs differently at your company and get the adapted process back in seconds. The download gives you BPMN 2.0 XML, ready to import into any BPMS.

METRICS

How to tell whether the process works

Share of access fully revoked on the leaving date, target 100 percent.

After unlocking
THE PROCESS

8 steps, 3 lanes

1
Settle the leaving date and remaining leave

HR office

2
Plan the handover of tasks

Department

3
Record the returned equipment

Department

Continue with your business address

The full diagram, the process record and the files are reserved for business addresses.

  • The complete diagram
  • All 8 steps in full
  • Goal, scope and trigger
  • Inputs and outputs per step
  • Every metric with its target
  • Risks, opportunities and business rules
  • Standards and legal basis
  • The BPMN file, ready to import

We use the address solely to protect the download. Any address lets you open and adapt the template in Procevia.

CONTEXT

When this template fits

Who it is for

For every company beyond a handful of staff. Offboarding is neglected almost everywhere because nobody enjoys it, and that is exactly why access stays open.

Where it typically stalls

At revoking access. HR knows about the exit, IT often only days later or not at all. Accounts stay active, sometimes for years. The template makes notifying IT a mandatory step with a deadline.

What it connects to

Upstream is the employment relationship with all its access rights. Closely linked is user administration, which holds the same accounts. Where knowledge is at risk, handover follows.

Relation to standards

Documented revocation of access on exit is a core access control requirement. Anyone certified under ISO 27001 will be asked about it in the audit.

THE BIGGER PICTURE

Part of these process maps

A single process says little about where it sits in the company. These maps show it among its neighbours.

COMMON QUESTIONS

What people ask first

Can the template be imported into another tool?

Yes. The file is BPMN 2.0 XML and imports into any BPMS that supports the standard.

May I hand the template out in training sessions?

Yes. All templates are published under CC BY 4.0, so you may print, share and teach with them as long as you credit Procevia as the source.

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