Workflow Templates: Employee Offboarding Checklist

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Employee Offboarding Checklist

Administrative Procedures

Notify HR of the employee's departure date.

Complete the employee's final performance review and exit interview.

Fill out offboarding paperwork and update employee records.

Access Revocation

Deactivate the employee's access to company email and intranet.

Revoke access to all company software, databases, and subscription services.

Collect and disable security badges and keys.

Asset Retrieval

Retrieve all company-owned equipment, such as laptops, mobile phones, and vehicles.

Collect any company credit cards or other financial instruments.

Ensure the return of uniforms, ID cards, and any other company property.

Knowledge Transfer

Document and hand over ongoing project responsibilities.

Archive the employee's work and organize files for successor.

Conduct a thorough briefing with the team to discuss redistribution of duties.

Financial Settlement

Finalize any outstanding expense claims with the finance department.

Calculate and process final payroll, including accrued vacation and severance pay if applicable.

Inform the employee about continuing benefits or retirement plan options.

Communication

Announce the employee's departure to the rest of the organization.

Update the company directory and remove the employee from mailing lists.

Notify external partners and clients as necessary.

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