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

  1. 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)

  2. 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)

  3. 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

  1. 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

  2. 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)

  3. 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