Employee Off-Boarding Checklist

Employee Off-Boarding Checklist

Employee Off-Boarding Checklist

• Professional thank your employee or freelancer for their time and work (meeting, phone, email, etc) However you usually communicate with each team member

• Begin the knowledge transfer process

• Gather employee client knowledge (VIP clients, current situations,etc)

• Project knowledge

• Daily routine

• All logins and passwords

• Prepare off-boarding paperwork

• Letter of resignation or termination

• Non-disclosure and non-compete agreements

• Employee benefits document(s)

• Recover all company assets

• Revoke access to all internal and external platforms and software

• Change passwords to all internal and external platforms and software

• Announce team members departure to the rest of the team or company

• Schedule an exit interview

• Plan a good-bye gift, lunch, card, etc for employee

• Update employee directory

• Begin transfer of responsibilities or onboarding of new employee

• Update payroll (send out last payroll check and end employment in payroll system)

• Write a letter of recommendation (if requested)

• End employment (change status of employee)

• Remove employee from all communication forms

• Remove employee from all upcoming meetings and projects

• Update employment status with insurance provider, 401K, benefits, payouts, etc

• Close/file employee folder

• Clean employees desk and have desk area ready for future employee