Off-Boarding Checklist Template

What’s inside this Off-Boarding Checklist Template:

1Company communication

Ensure that the following parties are notified of exit.

• Notify the employee’s manager
• Notify the Human Resources department to initiate the process
• Notify Finance and IT to off-board payroll and equipment

2Paperwork

Provide the employee with the documents below before exiting.

• Employee termination form
• Other applicable documents

3Transition

Prepare for the transition by completing the steps below:

• Fill the new role (whether new or existing employee)
• Setting up a transfer of knowledge
• Make necessary department changes as a result of this departure
• Have the departing employee prepare materials for the next employee
• Book training sessions

4Exit interview

Schedule an exit interview to have the employee share insights.

• Prepare and schedule an exit interview
• Gather all answers and data from the interview and share insights with relevant teams

5Company property

Ensure the following items are returned before the employees last day/

• Laptop
• Accessories
• Cell Phone
• Cards
• Keys