Workflow Templates: Employee Offboarding Checklist

Notify HR department of the employee's departure date

Schedule an exit interview with the employee

Review and document the reason for employee's departure

Remove employee's access to company email and intranet

Collect company-owned devices and access cards

Update the employee directory and organizational charts to reflect the change

Confirm final paycheck details and any owed bonuses or commissions

Review and address any non-disclosure or non-compete agreements

Ensure proper documentation and handling of benefits and retirement accounts

Coordinate with the employee to document job responsibilities and processes

Arrange for the transfer of ongoing work to another team member

Secure and archive project files and correspondence for future reference

Conduct an inventory check of items to be returned by the employee

Arrange for the cleaning and reassignment of the employee's workspace

Update building security and access control systems

Employee Offboarding Checklist