Employee Exit Checklist

Initial Exit Process

□ Receive resignation/termination notice
□ Document resignation date and reason
□ Acknowledge receipt of resignation
□ Determine last working day
□ Calculate final pay and benefits
□ Review employment agreement terms
□ Check non-compete/non-disclosure agreements
□ Schedule exit interview
□ Notify HR and payroll
□ Inform IT of departure date
□ Update organizational records
□ Begin transition planning

Knowledge Transfer

□ Create list of current projects
□ Document work in progress
□ Identify critical tasks and deadlines
□ Transfer project ownership
□ Share important passwords (secure method)
□ Document key processes
□ Update procedure manuals
□ Transfer client/vendor relationships
□ Provide status reports
□ Train replacement or team members
□ Create handover documentation
□ Archive important emails

IT & Security Deprovisioning

□ Disable email account (set out-of-office first)
□ Remove system access
□ Revoke VPN access
□ Disable building access cards
□ Change shared passwords
□ Remove from distribution lists
□ Transfer file ownership
□ Backup important data
□ Remove from collaboration tools
□ Revoke software licenses
□ Clear browser saved passwords
□ Wipe company devices

Return of Company Property

□ Collect laptop/computer
□ Return mobile phone
□ Retrieve tablet/other devices
□ Collect access cards/keys
□ Return parking pass
□ Retrieve company credit cards
□ Collect uniforms (if applicable)
□ Return equipment (headset, mouse, etc.)
□ Retrieve company documents
□ Return training materials
□ Collect any borrowed items
□ Get signed property return form

Financial & Benefits Settlement

□ Calculate final paycheck
□ Process unused vacation/PTO payout
□ Determine benefits end date
□ Explain COBRA options
□ Process final expense reports
□ Recover any outstanding advances
□ Calculate severance (if applicable)
□ Provide 401(k) rollover information
□ Update life insurance beneficiaries
□ Cancel corporate cards
□ Settle any outstanding debts
□ Provide final pay stub

Documentation & Compliance

□ Complete separation paperwork
□ File final timesheet
□ Update personnel file
□ Document separation reason
□ Prepare service letter (if required)
□ Issue ROE (Record of Employment)
□ Complete unemployment documentation
□ Archive performance reviews
□ Secure confidential information
□ Update compliance records
□ File termination report
□ Maintain records per retention policy

Exit Interview & Feedback

□ Schedule exit interview
□ Prepare interview questions
□ Discuss reasons for leaving
□ Gather feedback on management
□ Review company culture feedback
□ Identify improvement areas
□ Document suggestions
□ Thank employee for service
□ Maintain professional relationship
□ Get forwarding contact information
□ Discuss reference policy
□ Complete exit interview form

Final Day Procedures

□ Conduct final meeting with manager
□ Say goodbye to team
□ Clean out desk/workspace
□ Remove personal items
□ Return office to original state
□ Complete final tasks
□ Submit final reports
□ Sign exit documents
□ Receive final paycheck (if ready)
□ Get copies of signed documents
□ Escort from building (if required)
□ Wish well in future endeavors