Offboarding Checklist Template

Employee Information

□ Employee Name: _______________
□ Employee ID: _______________
□ Position: _______________
□ Department: _______________
□ Manager: _______________
□ Last Day: _______________
□ Departure Type: □ Voluntary □ Involuntary
□ Reason: _______________
□ Notice Given: _______________
□ Exit Interview: □ Scheduled □ Completed

Pre-Departure Tasks (Complete by: _______)

□ Resignation received □ Date: _______
□ HR notified □ Date: _______
□ IT notified □ Date: _______
□ Transition plan created □ Date: _______
□ Replacement planning started □ Date: _______
□ Knowledge transfer scheduled □ Date: _______
□ Exit interview scheduled □ Date: _______
□ Final pay calculated □ Amount: _______

Week Before Departure

□ Knowledge transfer sessions □ Completed: _______
□ Project handover □ Completed: _______
□ Documentation updated □ Completed: _______
□ Client transitions □ Completed: _______
□ Team notifications □ Sent: _______
□ Access audit conducted □ Date: _______
□ Property return scheduled □ Date: _______
□ Benefits review meeting □ Date: _______

IT & Systems Deprovisioning

□ Email account □ Deactivated: _______
□ Network access □ Removed: _______
□ VPN access □ Revoked: _______
□ Software licenses □ Transferred: _______
□ Cloud accounts □ Disabled: _______
□ Database access □ Removed: _______
□ Shared drives □ Access removed: _______
□ Collaboration tools □ Removed: _______
□ Phone system □ Updated: _______
□ Website/directory □ Updated: _______

Physical Access & Security

□ Building access card □ Returned: _______
□ Office keys □ Returned: _______
□ Parking pass □ Returned: _______
□ Desk/office □ Cleared: _______
□ Alarm codes □ Changed: _______
□ Safe combinations □ Changed: _______
□ Locker □ Cleared: _______
□ ID badge □ Returned: _______

Company Property Return

□ Laptop/Computer □ Returned: _______ Serial #: _______
□ Mobile phone □ Returned: _______ Number: _______
□ Tablet/iPad □ Returned: _______ Serial #: _______
□ Monitor(s) □ Returned: _______ Count: _______
□ Headset □ Returned: _______
□ Company credit card □ Returned: _______ Last 4: _______
□ Uniforms □ Returned: _______ Count: _______
□ Tools/Equipment □ Returned: _______ List: _______
□ Company vehicle □ Returned: _______ VIN: _______
□ Other: _______________ □ Returned: _______

Financial & Payroll

□ Final paycheck □ Amount: _______ □ Date: _______
□ PTO payout □ Hours: _______ □ Amount: _______
□ Expense reports □ Submitted: _______ □ Paid: _______
□ Advances recovered □ Amount: _______
□ Commissions calculated □ Amount: _______
□ Severance □ Amount: _______ □ Terms: _______
□ COBRA paperwork □ Provided: _______
□ 401(k) information □ Provided: _______

Documentation

□ Separation agreement □ Signed: _______
□ NDA reminder □ Acknowledged: _______
□ Non-compete reminder □ Acknowledged: _______
□ Reference policy □ Explained: _______
□ Employment verification □ Completed: _______
□ Service letter □ Provided: _______
□ Exit interview notes □ Filed: _______
□ Final timesheet □ Submitted: _______

Benefits Termination

□ Health insurance □ End date: _______
□ Dental/Vision □ End date: _______
□ Life insurance □ End date: _______
□ Disability □ End date: _______
□ FSA/HSA □ Instructions given: _______
□ Other benefits □ Terminated: _______
□ COBRA notice □ Sent: _______
□ Benefits summary □ Provided: _______

Communication

□ Team notified □ Date: _______
□ Clients notified □ Date: _______
□ Vendors notified □ Date: _______
□ Internal announcement □ Sent: _______
□ External announcement □ If applicable: _______
□ LinkedIn updated □ Date: _______
□ Email auto-reply set □ Message: _______
□ Phone forwarding set □ To: _______

Knowledge Transfer Verification

□ Projects documented: _______________
□ Processes documented: _______________
□ Passwords transferred: _______________
□ Contacts shared: _______________
□ Files organized: _______________
□ Training completed: _______________
□ Questions answered: _______________

Exit Interview Summary

□ Overall experience: □ Positive □ Neutral □ Negative
□ Reason for leaving: _______________
□ Recommendations: _______________
□ Would rehire: □ Yes □ No □ Maybe
□ Notes: _______________

Final Sign-offs

□ Employee signature: _______________ Date: _______
□ Manager signature: _______________ Date: _______
□ HR signature: _______________ Date: _______
□ IT signature: _______________ Date: _______

Post-Departure Follow-up

□ 30-day check □ Date: _______ □ Issues: _______
□ References provided □ Count: _______
□ Alumni network added □ Date: _______
□ Rehire eligibility: □ Yes □ No
□ File archived □ Date: _______
□ Lessons learned documented □ Date: _______