Employee Offboarding Checklist

Use this template to coordinate compliant employee exits across HR, IT, payroll, and managers.

Template Metadata

Exit Summary

Capture employee, role, department, manager, last day, exit type, and risk considerations.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Manager Actions

List transition planning, customer handoff, knowledge transfer, and final review tasks.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

IT and Access Removal

Document systems, devices, credentials, groups, and deactivation timing.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Payroll and Final Pay

Explain final wages, PTO payout, commissions, expenses, and statutory deadlines.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Benefits and Compliance

Cover COBRA or local equivalents, retirement plans, leave status, and required notices.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Equipment and Assets

List company property to return, shipping labels, and missing asset escalation.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Records and Exit Interview

Specify document retention, exit survey, interview notes, and alumni eligibility.

Notes

[Add context, assumptions, exceptions, evidence links, screenshots, calculations, or reviewer comments.]

Review and Signoff

Document review conclusions, approvals, unresolved items, and next review date.