Employee Offboarding Checklist template

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