Employee Offboarding Checklist

This is an example of an offboarding checklist and may vary depending on the company's policies and procedures.

1

Current checklist credentials

Note: Report to the company management immediately about any "missed" points in this checklist.
Form Fields
- Company name, offboarding position name, etc.
- Write down any additional information here:
2

Return company property
Form Fields
- Employees should return any company-owned equipment, such as laptops, phones, and keys.
  Done
  
  Missed
3

Complete exit interview
Form Fields
- The employee should complete an exit interview with their manager and HR representative.
  Done
  
  Missed
4

Transfer knowledge
Form Fields
- The employee should document critical information and procedures that must be passed on to a replacement employee.
  Done
  
  Missed
5

Revoke access
Form Fields
- IT should revoke the employee's access to company systems and resources, such as email and software.
  Done
  
  Missed
6

Process final payroll
Form Fields
- HR should process the employee's last paycheck and any outstanding benefits or compensation.
  Done
  
  Missed
7

Clearances
Form Fields
- HR should ensure that all clearances are returned, such as security badges, keys, etc.
  Done
  
  Missed
8

Confidentiality agreements
Form Fields
- HR should ensure that the employee has returned all confidential documents and signed a confidentiality agreement, if required.
  Done
  
  Missed
9

Provide feedback
Form Fields
- Provide feedback to the employee about the experience and how to improve in the future.
  Done
  
  Missed
10

Reference check
Form Fields
- Perform a reference check with the employee's previous employers.
  Done
  
  Missed
11

File separation papers
Form Fields
- HR should file the necessary separation papers and update the employee's file.
  Done
  
  Missed
12

Close employee account
Form Fields
- IT should close the employee's computer access and email account.
  Done
  
  Missed
13

Handover of duties
Form Fields
- The employee should hand over all their duties and responsibilities to the designated person.
  Done
  
  Missed
14

Review of access to external resources
Form Fields
- Review the employee's access to external resources, such as client portal and cloud services, and revoke access if necessary.
  Done
  
  Missed
15

Exit formalities
Form Fields
- Conduct exit formalities, sign documents, and settle any pending claims.
  Done
  
  Missed
16

Communication
Form Fields
- If necessary, communicate the employee's departure to the relevant stakeholders and clients.
  Done
  
  Missed
17

Records

Ensure making records about any points marked as "missed."
Record when and which countermeasure has been taken. Inform the company management immediately.
Form Fields
- Records:
18

End of a template.

Current checklist credentials

Form Fields

Return company property

Form Fields

Complete exit interview

Form Fields

Transfer knowledge

Form Fields

Revoke access

Form Fields

Process final payroll

Form Fields

Clearances

Form Fields

Confidentiality agreements

Form Fields

Provide feedback

Form Fields

Reference check

Form Fields

File separation papers

Form Fields

Close employee account

Form Fields

Handover of duties

Form Fields

Review of access to external resources

Form Fields

Exit formalities

Form Fields

Communication

Form Fields

Records

Form Fields

End of a template.