Free Offboarding Checklist HR Template
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
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Notify HR and the employee's manager of the departure.
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Schedule an offboarding meeting with the departing employee.
Collect Company Property
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Retrieve all company-owned equipment (laptops, mobile devices, etc.).
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Collect ID badges, keys, access cards, and any other physical assets.
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Document the condition of returned items.
Access and IT
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Disable access to company systems, email accounts, and premises.
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Notify IT and relevant departments to revoke access.
Benefits and Payroll
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Review and explain outstanding benefits (e.g., unused vacation days).
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Confirm the final paycheck, including any owed bonuses or commissions.
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Provide information on benefit continuation options (if applicable).
Exit Surveys
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Encourage the departing employee to complete an anonymous exit survey.
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