Exit Process for Marketing & Digital Agencies
Manages the complete team member departure process from resignation or termination through final day and post-employment tasks.
Includes provisions for Australian Consumer Law (ACL), Privacy Act compliance for customer data, and ACMA spam regulations.
Workflow Stages
Departure Notification
Process the resignation or termination notice and initiate the exit workflow.
Inputs
- Resignation letter or termination decision
- Employment agreement notice period
- Exit process checklist
Outputs
- Departure recorded in system
- Exit process initiated
- Hiring manager and relevant teams notified
Knowledge Transfer
Plan and execute knowledge transfer from the departing team member to their successor or team.
Inputs
- Knowledge transfer template
- Campaign and responsibility inventory
- Successor or backup assignment
Outputs
- Knowledge transfer documentation
- Handover meetings completed
- Access to key information verified
Exit Interview
Conduct a confidential exit interview to gather feedback about the team member experience.
Inputs
- Exit interview guide
- Team member tenure and role history
- Confidentiality assurance
Outputs
- Exit interview notes
- Feedback themes documented
- Improvement recommendations
Final Day Processing
Complete all final-day tasks including equipment return, access revocation, and benefit information.
Inputs
- Exit checklist
- Equipment inventory
- Benefits continuation information
Outputs
- Equipment collected
- All system access revoked
- Benefits continuation package provided
Final Pay and Documentation
Process the final paycheck including any outstanding compensation, accrued leave, and required documentation.
Inputs
- Final timesheet
- Accrued leave balance
- Final pay calculation worksheet
Outputs
- Final paycheck processed
- Tax documents prepared
- Employment verification letter issued
Decision Points
- • Are there any outstanding expense claims?
- • Is a non-compete or non-solicitation reminder needed?
Frequently Asked Questions
What happens to team member benefits after departure?
The HR team provides information on benefits continuation options, including any applicable continuation coverage, and assists with the transition.
When is the final paycheck issued?
Final paychecks are issued within the timeframe required by local employment law, typically on the next regular pay date or within 72 hours of departure.
Is the exit interview mandatory?
Exit interviews are strongly encouraged but voluntary. The feedback is kept confidential and used to improve the team member experience for current and future team members.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.