Template
Employee Off-Boarding Checklist
Each time you end a contract with an employee or freelancer, complete these processes to ensure a smooth and efficient off-boarding experience for your team member.
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
This creates a private checklist in your account.