Employee Offboarding Checklist
Employee Exit Management Checklist
|
Employee Name: |
[employee name] |
|
Employee Position: |
[employee position] |
|
Offboarding Date: |
February 14, 2065 |
|
Prepared by: |
[your name] |
|
Prepared on: |
February 13, 2065 |
Tick off each item in the checklist only after completion. Make sure all tasks are addressed in the given order to the best of your ability. Document all necessary information and keep track of the process.
Notification and Documentation:
Have you notified all relevant departments (HR, IT, Security)?
-
YES
-
NO
Is the employee's departure documented in the HR system?
-
YES
-
NO
Have they signed all necessary paperwork (e.g., non-disclosure agreements, exit interviews)?
-
YES
-
NO
Access and Security:
Have you revoked access to physical facilities, keys, and access cards?
-
YES
-
NO
Have you deactivated their accounts for email, network systems, and software platforms?
-
YES
-
NO
Have you collected all company-owned equipment (laptop, phone, etc.)?
-
YES
-
NO
Knowledge Transfer:
Have they completed necessary handovers and documented ongoing projects?
-
YES
-
NO
Have you arranged for training or transition sessions with their replacement?
-
YES
-
NO
Benefits and Payroll:
Have you informed payroll of their departure and finalized any outstanding payments?
-
YES
-
NO
Have you provided information on benefits continuation or COBRA options?
-
YES
-
NO
Exit Interviews and Feedback:
Have you conducted an exit interview to gather feedback and insights?
-
YES
-
NO
Have you communicated any relevant feedback to relevant departments for process improvement?
-
YES
-
NO
Legal and Compliance:
Have you ensured compliance with labor laws and company policies?
-
YES
-
NO
Have you addressed any legal obligations or non-compete agreements?
-
YES
-
NO
Final Communications:
Have you communicated the employee's departure internally and externally (if applicable)?
-
YES
-
NO
Have you prepared a farewell message or announcement for the team?
-
YES
-
NO
Culture and Morale:
Have you considered the impact on team morale and morale-boosting initiatives?
-
YES
-
NO
Have you celebrated the employee's contributions and expressed gratitude?
-
YES
-
NO
Follow-Up:
Have you scheduled a follow-up with the departing employee to tie up any loose ends?
-
YES
-
NO
Have you provided resources for career transition or support?
-
YES
-
NO
Documentation and Archiving:
Have you archived or transferred any necessary files or documents?
-
YES
-
NO
Have you updated organizational charts and contact lists?
-
YES
-
NO
