Human Resources and Employee Relations

Offboarding and Exit Management

Close every employment relationship lawfully, accurately and with dignity, from notice to the last record.

Close every employment relationship lawfully, accurately and with dignity, from notice to the last record.

About this course

Every employee leaves one day. Offboarding is the set of steps an employer takes from the moment it knows employment will end to the day the last record is destroyed. Done well, it protects the employee’s rights, the company’s money, property and information, and its reputation as an employer. This course gives you a clear, lawful process you can use for every exit.

COURSE STRUCTURE • Module 01: Introduction • Module 02: How Employment Ends • Module 03: Notice, Final Pay and Deductions • Module 04: Exit Documents, UIF, Tax and Funds • Module 05: Protecting the Business and the Record • Module 06: Putting It into Practice

HOW IT WORKS Work through each module online. Most modules end with a short knowledge check (60% to continue). The course ends with a final assessment: pass mark 80%, 60 minutes, 3 attempts. Learners who pass receive a MetaCo certificate.

COURSE MATERIALS Learner Manual, Activity Workbook, Quick Reference Guide, practical toolkit, Action Plan and Evaluation Form, attached to Module 01.

Course content

Module 1: Module 01: Introduction

  • 1.1 Introduction

Module 2: Module 02: How Employment Ends

  • 2.1 How Employment Ends
  • 2.2 Case study

Module 3: Module 03: Notice, Final Pay and Deductions

  • 3.1 Notice, Final Pay and Deductions
  • 3.2 Case study

Module 4: Module 04: Exit Documents, UIF, Tax and Funds

  • 4.1 Exit Documents, UIF, Tax and Funds
  • 4.2 Case study

Module 5: Module 05: Protecting the Business and the Record

  • 5.1 Protecting the Business and the Record
  • 5.2 Case study

Module 6: Module 06: Putting It into Practice

  • 6.1 Putting It into Practice