Free Administration Employee Offboarding Checklist Template
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
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Collect and review all necessary documentation from the departing employee.
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Conduct an exit interview to gather valuable feedback and insights.
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Ensure the return of company property, including keys, access cards, and electronic devices.
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Provide the employee with a copy of signed confidentiality and non-compete agreements.
IT and Security Measures
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Initiate the offboarding process for IT systems and accounts.
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Retrieve company-issued electronic devices and deactivate access.
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Disable email accounts and update internal directories.
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Ensure the return or secure disposal of any physical or digital access cards.
Benefits and Payroll
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Communicate the termination of benefits to the appropriate departments.
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Confirm the employee's understanding of benefit continuation options.
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Process the final payroll, including any outstanding payments or deductions.
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Provide information on pension plans, if applicable, and guide the employee through the process.
Knowledge Transfer and Handover
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Facilitate a knowledge transfer session with the departing employee.
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Identify and document critical information for a smooth handover.
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Assign responsibilities to team members or designate a point of contact.
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Update project management tools and shared documentation with the latest information.
Farewell and Communication
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Plan a farewell event or communication to acknowledge the employee's contributions.
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Inform the team and relevant stakeholders about the employee's departure.
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Update the company directory and internal communication channels.
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Provide contact information for HR or a designated person for post-departure queries.
Prepared By:
[Your Name]
[Your Role/Position]
[Your Company Name]
