Free Operations Employee Exit Checklist Template
Operations Employee Exit Checklist
This Operations Employee Exit Checklist guides you through the comprehensive steps to ensure a seamless transition when an employee leaves [Your Company Name]. Follow meticulously to secure assets and maintain operational continuity.
1. Initial Procedures
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Receive resignation/termination letter
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Communicate employee's departure to related departments
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Calculate remaining workdays and designate last working day
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Arrange a final meeting with the employee
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Inform the employee about the exit process
2. Handover of Duties
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Create a detailed work transition plan
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Assign new person to take over duties
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Monitor the handover session between the outgoing and incoming employee
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Ensure all incomplete tasks are assigned and understood
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Collect all hard and soft copies of work-related documents
3. Legal and Policy Compliance
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Clarify company's non-disclosure and non-compete agreements
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Discuss final paycheck, benefits, and dues
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Ensure return or completion of all legal and contractual responsibilities
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Discuss continuation of health or other benefits if applicable
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Complete any necessary paperwork
4. Asset Collection
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Recollect company ID, access cards, and keys
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Retrieve all company-owned devices or equipment
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Cancel any company-paid subscriptions or services under the employee's name
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Remove employee's access to company network and software
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Update company's asset inventory
5. Post-Exit Procedures
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Conduct an exit interview
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Address any final concerns or questions of the employee
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Secure a forwarding address for future correspondences
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Complete final documentation of the employee's exit
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Officially remove the employee’s name from company records and systems
Prepared By: [Your Name]
