Free 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

• Collect and review all necessary documentation from the departing employee.

• Conduct an exit interview to gather valuable feedback and insights.

• Ensure the return of company property, including keys, access cards, and electronic devices.

• Provide the employee with a copy of signed confidentiality and non-compete agreements.

IT and Security Measures

• Initiate the offboarding process for IT systems and accounts.

• Retrieve company-issued electronic devices and deactivate access.

• Disable email accounts and update internal directories.

• Ensure the return or secure disposal of any physical or digital access cards.

Benefits and Payroll

• Communicate the termination of benefits to the appropriate departments.

• Confirm the employee's understanding of benefit continuation options.

• Process the final payroll, including any outstanding payments or deductions.

• Provide information on pension plans, if applicable, and guide the employee through the process.

Knowledge Transfer and Handover

• Facilitate a knowledge transfer session with the departing employee.

• Identify and document critical information for a smooth handover.

• Assign responsibilities to team members or designate a point of contact.

• Update project management tools and shared documentation with the latest information.

Farewell and Communication

• Plan a farewell event or communication to acknowledge the employee's contributions.

• Inform the team and relevant stakeholders about the employee's departure.

• Update the company directory and internal communication channels.

• Provide contact information for HR or a designated person for post-departure queries.

Prepared By:

[Your Name]

[Your Role/Position]

[Your Company Name]

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