Offboarding Checklist

This Offboarding Checklist ensures a smooth and respectful transition for employees leaving the company. It covers all necessary steps from administrative tasks to exit interviews, aiming to maintain a positive relationship and secure company assets.

Notify HR and relevant departments of the employee's departureSchedule an exit interviewReview employment contract for offboarding obligationsPrepare final paycheck and any owed benefits

Revoke access to company systems and databasesCollect company property (ID badges, laptops, phones, etc.)Update internal directories and email listsInform clients and stakeholders of the employee's departureTransfer work responsibilities and documents to another team member

Discuss the reason for departureGather feedback on work experience and company cultureDiscuss post-employment plans and supportRemind employee of any non-disclosure or non-compete agreements

Complete any remaining paperworkProvide information on COBRA or continuing health benefitsIssue a statement of service or reference letter, if applicableConduct a security audit to ensure all access has been revokedWish the employee well in their future endeavors

Check in with the team to address any concerns post-departureReview and implement any constructive feedback from the exit interviewUpdate offboarding process based on recent experience

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