Offboarding Checklist HR Template
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Offboarding Checklist

Follow these steps to ensure a smooth transition when an employee leaves: complete final administrative tasks, conduct an exit interview, transfer responsibilities, retrieve company assets, and address any final administrative details.

Employee Information

Employee Name

Department

Position

Departure Date

Notification and Preparation

    • Notify HR and the employee's manager of the departure.

    • Schedule an offboarding meeting with the departing employee.

    Collect Company Property

      • Retrieve all company-owned equipment (laptops, mobile devices, etc.).

      • Collect ID badges, keys, access cards, and any other physical assets.

      • Document the condition of returned items.

      Access and IT

        • Disable access to company systems, email accounts, and premises.

        • Notify IT and relevant departments to revoke access.

        Benefits and Payroll

          • Review and explain outstanding benefits (e.g., unused vacation days).

          • Confirm the final paycheck, including any owed bonuses or commissions.

          • Provide information on benefit continuation options (if applicable).

          Exit Surveys

            • Encourage the departing employee to complete an anonymous exit survey.

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