Onboarding a New Team Member
Created by Two Roads
Streamline staff onboarding with this proven process by Two Roads, including systems, training, introductions, and reviews.
1,847 downloads
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Staff Offboarding Template
Download your free staff offboarding checklist template to personalize and use in your bookkeeping or accounting firm.
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About this template
Lots of organizations give attention to the staff onboarding process to welcome new hires and quickly get them up to speed. But what happens when an employee inevitably leaves?
Offboarding is the process your accounting firm needs to take to formally separate an employee from your company after resignation, termination, or retirement. There are many critical steps that need to be covered, and this template outlines them all, from knowledge transfer, removal of software and account access, hardware reclamation and exit interviews.
The process start date is the point of the initial 1:1 termination meeting, and the due date is determined by the situation. This process should be handled by your Operations Manager, HR Manager or the employees direct manager.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.
Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.
Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.
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