Workflow Templates: employee offboarding checklist

Disable employee's access to company email

Revoke access to internal systems and databases

Remove the employee from all distribution lists

Collect company ID and access cards

Ensure access to third-party services is terminated

Collect company laptop and other electronic devices

Retrieve company-issued mobile phone

Ensure return of company credit cards

Collect any physical files or documents

Retrieve office keys or access fobs

Process final paycheck, including any unused vacation days

Provide information on benefits continuation or COBRA

Ensure all expense reports are submitted and processed

Conduct exit interview and gather feedback

Update employee records with termination details

Schedule meetings for knowledge transfer with team

Document current projects and status updates

Provide access to relevant documentation and files

Assign a point of contact for ongoing tasks

Ensure transition of client relationships

Ensure non-disclosure agreements are in place and understood

Review any non-compete clauses with the employee

Document reasons for termination and provide to HR

Ensure all company property is accounted for

Confirm that all legal requirements are met

employee offboarding checklist