Dremelmicro

Employee Offboarding Checklist

offboarding

• Communicate change quickly

• Employees superior informs HR and own department ASAP

• HR informs payroll and IT departments

• Wish the employee well in communications

• Give reasoning for departure where appropriate

• Prepare the paperwork

• Letter of resignation or termination

• Nondisclosure and noncompete agreements

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

• Tax documents (W-2, 1099-MISC etc.)

• Confirm details for last paycheck

• Initiate the knowledge transfer

• Have employee log important job details for replacement

• Consider having another worker shadow their final weeks

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

• Outline final work requirements and due dates

• Do the exit interview

• Ask for honest feedback, take all critiques seriously

• Share results with leadership, analyze for credibility

• Follow through and act on common complaints

• Have some fun

• Pass a best wishes card around the office

• Schedule a goodbye lunch or happy hour

• Give them a personalized going away gift

• Recover company assets

• Collect issued devices (computers, phones etc.)

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

• Close out any company credit cards or expense accounts

• Process any fees or reimbursements

• Leave the door open for a return

• Ensure employee contact information is up-to-date

• Extend invitation into alumni network

• Keep worker details in recruiting system

• Tie up loose ends

• Delete employee account from relevant systems

• Remove employee from any upcoming meetings

• Change System passwords

• Update the company org chart

• Redirect incoming calls/emails to superior

• Clean out their desk area