Free Offboarding Checklist HR

Follow these steps to ensure a smooth transition when an employee leaves: complete final administrative tasks, conduct an exit interview, transfer responsibilities, retrieve company assets, and address any final administrative details.
Employee Information
Employee Name
Department
Position
Departure Date
Notification and Preparation
Notify HR and the employee's manager of the departure.
Schedule an offboarding meeting with the departing employee.
Collect Company Property
Retrieve all company-owned equipment (laptops, mobile devices, etc.).
Collect ID badges, keys, access cards, and any other physical assets.
Document the condition of returned items.
Access and IT
Disable access to company systems, email accounts, and premises.
Notify IT and relevant departments to revoke access.
Benefits and Payroll
Review and explain outstanding benefits (e.g., unused vacation days).
Confirm the final paycheck, including any owed bonuses or commissions.
Provide information on benefit continuation options (if applicable).
Exit Surveys
Encourage the departing employee to complete an anonymous exit survey.
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Introducing our Offboarding Checklist HR Template, exclusively on Template.net. This meticulously crafted document simplifies employee departures with its editable and customizable features. Seamlessly manage exit processes, ensuring compliance and smooth transitions. Utilize our AI Editor Tool for effortless customization. Optimize your offboarding procedures with ease.
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