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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