Employee Exit Checklist

The Employee Exit Checklist is designed to ensure that an employee's transition out of the company is as smooth and organized as possible. This checklist should be completed by the employee and their supervisor before the employee's last day. The checklist includes tasks such as returning company property, transferring files, collecting contact information, filling out forms, and completing exit interviews. It also includes tasks for the supervisor, such as notifying other departments, filing paperwork, and providing references. This checklist will help ensure that all necessary steps are taken to ensure a successful transition for the exiting employee.

  • Employee Exit Checklist
  • Completed
  • Missing
  • Need attention
  • Not Applicable (N/A)
    • Have the employee complete all required paperwork, including final timesheet and any waivers or releases.
    Completed
    Missing
    Need attention
    Not Applicable (N/A)
    • Collect all company property, including keys, identification cards, computers, and phones.
    Completed
    Missing
    Need attention
    Not Applicable (N/A)
    • Collect all personal items, such as briefcases, coats, and other items.
    Completed
    Missing
    Need attention
    Not Applicable (N/A)
    • Conduct an exit interview to discuss the employee’s experience and future plans.
    Completed
    Missing
    Need attention
    Not Applicable (N/A)
    • Provide the employee with a copy of their final pay stub.
    Completed
    Missing
    Need attention
    Not Applicable (N/A)
    • Ensure that the employee's access to all company systems, databases, and resources is terminated.
    Completed
    Missing
    Need attention
    Not Applicable (N/A)
    • Provide the employee with a copy of their personnel file.
    Completed
    Missing
    Need attention
    Not Applicable (N/A)
    • Return the employee’s security deposit, if applicable.
    Completed
    Missing
    Need attention
    Not Applicable (N/A)
    • Notify any vendors and clients that the employee was working with of their departure.
    Completed
    Missing
    Need attention
    Not Applicable (N/A)
    • Obtain a signed receipt for any remaining vacation or sick time.
    Completed
    Missing
    Need attention
    Not Applicable (N/A)

Checklist Category

You may be also interested in

  • Employee Termination Checklist
  • Employee Offboarding Checklist
  • Employee Separation Checklist
  • Employee Transfer Checklist
  • Employee Clearance Checklist
  • Employee Resignation Checklist

Frequently Asked Questions

  • What is an Employee Exit Checklist?

    An Employee Exit Checklist is a list of tasks that are completed when an employee leaves a job. The tasks vary depending on the organization, but typically include items such as returning company property, completing paperwork, and providing contact information for future reference.

  • Who is responsible for completing the Employee Exit Checklist?

    The employee and the company are both responsible for completing the checklist. The employee is responsible for returning company property and providing contact information, while the company is responsible for ensuring that the checklist is complete and that all necessary paperwork is signed.

  • What should be included in the Employee Exit Checklist?

    The items that are included in the Employee Exit Checklist vary depending on the organization, but typically include items such as returning company property, completing paperwork, providing contact information, and providing references.