Workflow Templates: Employee Offboarding Checklist

Revoke VPN access

Disable Active Directory account

Remove from email distribution lists

Disable access to third-party applications

Change passwords for shared accounts

Collect company-issued laptop

Retrieve mobile devices

Check-in any security tokens or smart cards

Recover any other company-issued peripherals

Inspect returned equipment for damage

Backup and archive user data

Remove user from internal databases

Revoke access to cloud storage

Ensure return of physical keys or badges

Delete or transfer files from user directories

Conduct exit interview

Have employee sign off on offboarding checklist

Provide final paycheck and benefits information

Complete COBRA and other benefits paperwork

Update HR records to reflect termination

Notify team and relevant departments

Set up email auto-response

Update organizational charts

Communicate departure to clients if necessary

Reassign ongoing projects and tasks

Employee Offboarding Checklist