Labor market is highly dynamic and you have probably many offboarding cases in your company as an HR professional or business owner. Then, this Offboarding Checklist templates will help you keep organized about the leaving procedures.
An offboarding checklist is a crucial tool for companies when an employee leaves the organization. It ensures that all necessary tasks are completed to provide a smooth and organized offboarding process.
The checklist includes categories such as pre-offboarding, documentation, knowledge transfer, IT and access, return of property, benefits and payroll, and post-exit tasks.
What’s Included in Offboarding Checklist?
You’ll find categorized checklist items that should be completed in every offboarding process:
- Pre-Offboarding: Scheduling the exit interview, notifying the IT department, notifying payroll, notifying the team and stakeholders, and planning knowledge transfer.
- Documentation: Collecting the resignation letter, providing the termination letter, completing the exit interview form, updating employee records, and processing the final paycheck.
- Knowledge Transfer: Documenting current projects, transferring responsibilities, training replacement or team, updating project documentation, and sharing contact information for ongoing work.
- IT and Access: Disabling email and accounts, collecting company devices, revoking system access, changing passwords, and collecting security badges and keys.
- Return of Property: Collecting company credit cards, collecting company documents, collecting office supplies, and collecting uniforms or work attire.
- Benefits and Payroll: Explaining benefits termination, processing COBRA information, settling any outstanding expenses, and updating pension or retirement plans.
- Post-Exit: Conducting the exit interview, reviewing exit interview feedback, communicating exit details to the team, and reflecting on the offboarding process.
Designed For:
This checklist is designed for HR professionals, managers, and team leaders who are responsible for offboarding employees. It ensures a smooth and organized offboarding process, helping the organization handle employee exits professionally and efficiently.
How to use Offboarding Checklist Template?
You can easily pursue the checklist items to complete your offboarding process:
- Free download your checklist in Excel or PDF
- You can edit the items if you need
- Define priorities for each task
- Assign each item to the relevant person
- Select the Status as Done or not
Offboarding Checklist Template Key Features:
- Offboarding tasks for all stages
- Assignable tasks to specific individuals
- Fillable and editable
- Priority levels
- Detailed task descriptions for thorough offboarding
- Downloadable in Excel and PDF formats
