Workflow Templates: Employee Offboarding Checklist

Template Library Home

Start using this Workflow

Employee Offboarding Checklist

Human Resources Procedures

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

Administrative Actions

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

Financial and Legal Matters

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

Knowledge Transfer and Documentation

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

Facilities and Workspace Management

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

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.