Administration Employee Offboarding Checklist

During the employee offboarding process, systematically complete this checklist to ensure a smooth transition for departing employees. Check each item as you progress through the offboarding steps, providing comprehensive information to support both the employee and administrative processes.

Documentation and Exit Interview

  • Collect and review all necessary documentation from the departing employee.

  • Conduct an exit interview to gather valuable feedback and insights.

  • Ensure the return of company property, including keys, access cards, and electronic devices.

  • Provide the employee with a copy of signed confidentiality and non-compete agreements.

IT and Security Measures

  • Initiate the offboarding process for IT systems and accounts.

  • Retrieve company-issued electronic devices and deactivate access.

  • Disable email accounts and update internal directories.

  • Ensure the return or secure disposal of any physical or digital access cards.

Benefits and Payroll

  • Communicate the termination of benefits to the appropriate departments.

  • Confirm the employee's understanding of benefit continuation options.

  • Process the final payroll, including any outstanding payments or deductions.

  • Provide information on pension plans, if applicable, and guide the employee through the process.

Knowledge Transfer and Handover

  • Facilitate a knowledge transfer session with the departing employee.

  • Identify and document critical information for a smooth handover.

  • Assign responsibilities to team members or designate a point of contact.

  • Update project management tools and shared documentation with the latest information.

Farewell and Communication

  • Plan a farewell event or communication to acknowledge the employee's contributions.

  • Inform the team and relevant stakeholders about the employee's departure.

  • Update the company directory and internal communication channels.

  • Provide contact information for HR or a designated person for post-departure queries.

Prepared By:

[Your Name]

[Your Role/Position]

[Your Company Name]

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