Are you struggling with organizing your employee offboarding process effectively?

Do you find it challenging to ensure that no crucial step is missed during an employee’s departure?

We understand the importance of a seamless offboarding process for both the departing employee and your organization.

To simplify this process, we’ve created a comprehensive Employee Offboarding Checklist template, available for free on Google Docs.

This checklist template covers every stage of the offboarding process, from pre-departure tasks to post-departure procedures, ensuring that no detail is overlooked.

Template Highlights:

1. Prepared By

2. Prepared Date

3. Employee Details

1. Employee Name
2. Departure Date
3. Position/Title
4. Department
5. Supervisor

4. Pre-departure Tasks

1. Task Description
   • Exit Interview: Schedule and conduct exit interview with departing employee to gather feedback and insights
   • Employee Notice: Confirm receipt of resignation/termination letter from departing employee
   • HR Notification: Inform HR of employee departure, including resignation date and last working day
   • Asset Inventory: Conduct inventory of company assets (e.g., laptop, mobile devices, access cards) issued to departing employee
   • Access Review: Review and document all systems and accounts accessed by departing employee
   • Document Access: Identify and ensure access to necessary documents and files for knowledge transfer
   • Schedule Handover: Arrange meetings for knowledge transfer and handover discussions with successor
2. Responsible Party
3. Completion Date
4. Status

5. Departure Day Tasks

1. Task Description
   • Collect Company Property: Collect all company-issued items from departing employee (e.g., laptop, access cards, ID badge)
   • Password Reset: Reset passwords for all company accounts and systems accessed by departing employee
   • Email Management: Set up email forwarding or auto-reply for departing employee’s email account
   • Account Deactivation: Deactivate or transfer access to all company accounts and systems
   • Workspace Clearance: Ensure departing employee clears out personal belongings from workspace
   • Exit Survey: Provide departing employee with an exit survey to gather feedback
2. Responsible Party
3. Completion Date
4. Status

6. Post-departure Tasks

1. Task Description
   • Benefits Closure: Initiate benefits closure process (e.g., health insurance, retirement plans)
   • Final Paycheck: Coordinate with payroll for the final paycheck and benefits payouts
   • Farewell Announcement: Draft and send farewell announcement to team and relevant stakeholders
   • Knowledge Documentation: Ensure all necessary documentation is updated and transferred to relevant team members
   • Security Measures: Update security measures (e.g., revoke access, return keys) for physical and digital security
   • Exit Counseling: Offer counseling or support services to departing employee, if required
2. Responsible Party
3. Completion Date
4. Status

7. Notes

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