Employee Offboarding Checklist

Follow these steps to ensure a seamless transition when an employee leaves your company.

employee offboarding
  • Communicate change quickly

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  • Employees superior informs HR and own department ASAP

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  • HR informs payroll and IT departments

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  • Wish the employee well in communications

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  • Give reasoning for departure where appropriate

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  • Prepare the paperwork

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  • Letter of resignation or termination

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  • Nondisclosure and noncompete agreements

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  • Benefits documents (PTO balances. 401k, insurance etc.)

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  • Tax documents (W-2, 1099-MISC etc.)

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  • Confirm details for last paycheck

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  • Initiate the knowledge transfer

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  • Have employee log important job details for replacement

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  • Consider having another worker shadow their final weeks

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  • Note any documents. files or projects that need to transfer

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  • Outline final work requirements and due dates

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  • Do the exit interview

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  • Ask for honest feedback, take all critiques seriously

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  • Share results with leadership, analyze for credibility

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  • Follow through and act on common complaints

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  • Have some fun

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  • Pass a best wishes card around the office

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  • Schedule a goodbye lunch or happy hour

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  • Give them a personalized going away gift

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  • Recover company assets

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  • Collect issued devices (computers, phones etc.)

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  • Take back any uniforms, keys, badges or security cards

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  • Close out any company credit cards or expense accounts

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  • Process any fees or reimbursements

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  • Leave the door open for a return

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  • Ensure employee contact information is up-to-date

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  • Extend invitation into alumni network

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  • Keep worker details in recruiting system

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  • Tie up loose ends

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  • Delete employee account from relevant systems

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  • Remove employee from any upcoming meetings

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  • Change System passwords

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  • Update the company org chart

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  • Redirect incoming calls/emails to superior

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  • Clean out their desk area

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