Free Operations Employee Exit Checklist

This Operations Employee Exit Checklist guides you through the comprehensive steps to ensure a seamless transition when an employee leaves [Your Company Name]. Follow meticulously to secure assets and maintain operational continuity.

1. Initial Procedures

• Receive resignation/termination letter

• Communicate employee's departure to related departments

• Calculate remaining workdays and designate last working day

• Arrange a final meeting with the employee

• Inform the employee about the exit process

2. Handover of Duties

• Create a detailed work transition plan

• Assign new person to take over duties

• Monitor the handover session between the outgoing and incoming employee

• Ensure all incomplete tasks are assigned and understood

• Collect all hard and soft copies of work-related documents

3. Legal and Policy Compliance

• Clarify company's non-disclosure and non-compete agreements

• Discuss final paycheck, benefits, and dues

• Ensure return or completion of all legal and contractual responsibilities

• Discuss continuation of health or other benefits if applicable

• Complete any necessary paperwork

4. Asset Collection

• Recollect company ID, access cards, and keys

• Retrieve all company-owned devices or equipment

• Cancel any company-paid subscriptions or services under the employee's name

• Remove employee's access to company network and software

• Update company's asset inventory

5. Post-Exit Procedures

• Conduct an exit interview

• Address any final concerns or questions of the employee

• Secure a forwarding address for future correspondences

• Complete final documentation of the employee's exit

• Officially remove the employee’s name from company records and systems

Prepared By: [Your Name]

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