Employee Offboarding Checklist

The Employee Offboarding Checklist is a comprehensive document used to ensure that all the necessary details are taken care of when an employee leaves a company. This includes tasks such as gathering company property, notifying the payroll department, and updating IT records. It also includes items like completing exit surveys, returning company property, and providing references. This checklist helps keep track of all the steps involved in the offboarding process so that nothing is overlooked and the process is as smooth as possible for all involved.

  • Employee Offboarding Checklist
  • Notified
  • Collected
  • Transferred
  • Not Applicable (N/A)
    • Notify employee of departure date:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Collect company property:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Gather final timesheet/pay information:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Remove employee from internal systems:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Return company credit cards and/or keys:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Cancel employee's access to company systems/data:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Transfer relevant files/data to another employee/department:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Perform exit interview:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Send final pay and any outstanding vacation/benefits:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Organize employee records:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Send out farewell email to colleagues:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Update organization chart:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Provide letter of recommendation:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Provide relevant feedback to management:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Collect feedback from employee:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)
    • Complete employee offboarding process:
    Notified
    Collected
    Transferred
    Not Applicable (N/A)

Checklist Category

You may be also interested in

  • Employee Exit Interview Checklist
  • Final Paycheck and Benefits Checklist
  • Employee Data and Records Checklist
  • Employee Equipment and Property Checklist
  • Termination Notice Checklist
  • IT System Access Removal Checklist

Frequently Asked Questions

  • What is employee offboarding?

    Employee offboarding is the process of transitioning a departing employee from an organization and ensuring that all the necessary paperwork and processes have been completed.

  • What is included in an employee offboarding checklist?

    An employee offboarding checklist typically includes tasks such as collecting company property, completing termination paperwork, and conducting an exit interview.

  • What should be included in an employee offboarding process?

    An employee offboarding process should include tasks such as collecting company property, completing termination paperwork, and conducting an exit interview, as well as any additional tasks that may be specific to the organization.