Employee Offboarding Checklist Form Template
Streamline Your Employee Offboarding Process with Ease
Transitioning an employee out can be challenging without a clear plan. This employee offboarding checklist template helps HR professionals and managers ensure a smooth and organized departure process. By using this template, you can prevent knowledge loss, maintain compliance, and secure company assets, all while improving the overall experience for both the employee and remaining team members. Explore this live template to simplify your offboarding tasks.
When to use this form
Use this form when someone leaves your organization whether through resignation, retirement, layoff, or an internal transfer that changes access. HR and managers coordinate tasks, IT revokes accounts, payroll finalizes pay, and facilities tracks badges and keys. It is useful when timing matters, like collecting a laptop on the last day while scheduling email forwarding and access cutoff. Pair it with the Employee separation form to keep records consistent. If the leaver is a contractor or supplier, use the Vendor offboarding checklist form to close vendor access and recover assets as well.
Must Ask Employee Offboarding Checklist Questions
- What is the employee's last working day and final payroll date?
Clear dates let HR, IT, and payroll align access cutoff, benefits, and payouts without gaps or delays. Document them in the Employee exit form to create a single source of truth for the separation.
- Which systems, tools, and data sources should we disable, and when?
Listing every app, shared drive, and admin role reduces security risk and license waste. Specifying the timing prevents accidental lockouts before handover and ensures compliance.
- Which company assets will be returned, and who will collect them?
Capture devices, badges, and peripherals with serial numbers and condition to avoid loss and speed redeployment. Assign a collector so nothing slips through on the last day.
- What knowledge transfer is required, with owners and due dates?
Detail critical processes, files, and contacts, and name who will receive them. Deadlines and owners keep projects moving and reduce support escalations after departure.
- Would you like to schedule an exit interview or share feedback?
Candid feedback surfaces team issues and process gaps you can fix for the next hire. Use the Employee exit interview form to capture insights you can trend and act on.
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