People Lifecycle
Staff Offboarding
Controlled exit workflow to protect confidentiality, revoke access and preserve knowledge.
In Exit
2
Access Revocations Due
3
Handovers Open
4
Completed (30d)
5
Notice Received
→Handover Plan
→Client Reassignment
→Knowledge Capture
→Access Revocation
→Final Interview
→Payroll Close
→Records Archived
Active Exits
| Name | Role | Last Day | Handover | Status |
|---|---|---|---|---|
| Adam Iyer | Associate · Corporate | 2026-07-19 | 70% | In Progress |
| Ruth Fenwick | Finance Officer | 2026-08-02 | 35% | Planning |
Exit Checklist
- Client relationships reassignedDone
- Active matters handed overPartial
- DMS access reviewPending
- Return of laptop and access cardPending
- Email forwarding rule setPending
- Confidentiality reminder signedSigned
- Final payroll processedScheduled
- Record archived (7-year retention)Queued