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employee offboarding checklist
Access Revocation
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
Return of Company Property
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
Final Payroll and Benefits
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
Knowledge Transfer
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
Compliance and Legal Obligations
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
