Start using this Workflow
Employee Offboarding Checklist
Access Termination
Revoke VPN access
Disable Active Directory account
Remove from email distribution lists
Disable access to third-party applications
Change passwords for shared accounts
Hardware and Equipment
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
Data Security
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
Exit Documentation
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
Communication
Notify team and relevant departments
Set up email auto-response
Update organizational charts
Communicate departure to clients if necessary
Reassign ongoing projects and tasks
