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Employee Lifecycle SOPs

Standard operating procedures that make hiring, managing, and offboarding predictable and defensible.

End-to-endRepeatableLow-drama

Executive summary

Problem

  • Key steps live in people’s heads, not in a system.
  • Handoffs break (HR ↔ payroll ↔ IT ↔ managers).
  • Offboarding is inconsistent, creating risk and missed recoveries.

Intervention

  • Map the lifecycle into clean SOPs with inputs, outputs, and owners.
  • Create checklists and templates for each stage.
  • Add controls: approvals, documentation standards, and timelines.

Outcome

Cycle time
Faster execution
no guessing, no rework
Risk posture
Stronger defense
consistent documentation
Handoffs
Cleaner
owners + SLAs
How you use this: you get an executive-ready package that is easy to adopt, easy to audit, and simple to maintain.

Deliverables

  • Hire → onboard → manage → offboard SOP set (client-branded)
  • Role-based checklists (HR, manager, IT, payroll)
  • Termination/offboarding playbook + equipment recovery
  • Performance documentation templates
  • Escalation + exceptions guide
All samples below are client-safe placeholders that show the structure, tone, and level of detail.

Sample documents

Offboarding playbook
Controls + timeline
Sample
StepOwnerWhen
Confirm final day, reason category, and approvalsHRDay -1
Notify IT to disable access (timed)ITFinal day
Final pay checklist + deductions reviewPayrollFinal day + 24h
Benefits/COBRA notice workflowHRWithin required timeframe
Equipment recovery trackingHR/ITFinal day + 7 days
Performance documentation template
Manager-ready
Sample
  • Expectation: what success looks like
  • Observed gap: facts + dates
  • Impact: team/business impact
  • Support: coaching/training provided
  • Next step: timeline + measurable target
Handoff matrix
No dropped balls
Sample
EventHRITPayrollManager
New hire acceptedStart packet + checklistProvision accountsSet up payrollPrepare training plan
Role changeUpdate job dataAdjust accessUpdate payReset goals
TerminationDocs + noticesDisable accessFinal payTransition work

Next step

If you want this built for your organization, book a discovery call and I will confirm scope, timeline, and what data I need from your team.

Book a Discovery Call Email: [email protected]