Employee Offboarding Checklist Template
Ensure smooth transitions with knowledge transfer, access revocation, equipment collection, and final HR tasks.
This free hr checklist template includes 6 tasks organized into 2 sections. Use it to streamline your employee offboarding process.
Pre-Departure
Knowledge transfer
Ensure the departing employee documents key processes, ongoing projects, and critical contacts before their last day.
- Knowledge Transfer Recipient (required)
- Key Projects and Responsibilities (required)
- Handover Deadline (required)
Revoke system access
Disable or remove the employee's access to all company systems, tools, and platforms on their last day.
- Access Revoked (required) — Options: Email, Slack, GitHub, Cloud Storage, VPN, Admin Panels, CRM
- Access Revocation Date (required)
Collect company equipment
Collect all company-owned equipment including laptop, monitors, keys, badges, and any other issued items.
- Items Returned (required) — Options: Laptop, Monitor, Keyboard/Mouse, Badge/Key Card, Office Keys, Company Phone, Parking Pass
- Notes on Equipment Condition
Final Day
Conduct exit interview
Hold a confidential exit interview to gather feedback on the employee's experience, reasons for leaving, and suggestions for improvement.
- Primary Reason for Leaving (required) — Options: New Opportunity, Compensation, Work-Life Balance, Management, Career Growth, Relocation, Personal Reasons, Other
- Exit Interview Notes (required)
- Would Rehire? (required) — Options: Yes, No, Maybe
Process final paycheck and benefits
Coordinate with payroll to process the final paycheck including unused PTO, and provide COBRA or benefits continuation information.
- Last Working Day (required)
- Unused PTO Days (required)
- Benefits continuation info provided (COBRA or equivalent)
Update team records
Update the org chart, team directory, distribution lists, and any shared documents to reflect the employee's departure.
- Records Updated (required) — Options: Org Chart, Team Directory, Email Distribution Lists, Shared Documents, On-Call Schedules
- Replacement or Interim Contact