Workflow Templates: Employee Offboarding Checklist

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Employee Offboarding Checklist

Human Resources Procedures

Notify HR of the employee's last working day

Conduct an exit interview to gather feedback

Prepare the employee's final paycheck and any owed benefits

Access Control and Security

Deactivate employee's electronic access to store systems

Collect company-owned devices and access cards

Recover keys to the facility and any secure areas

Workspace and Asset Management

Inspect and clean the employee's workspace

Inventory and reclaim any company-owned equipment or uniforms

Update inventory records to reflect returned items

Documentation and Knowledge Transfer

Update internal directories and remove employee from mailing lists

Ensure all work-related documents are handed over and filed

Arrange for a handover or training session with a replacement employee

Financial and Legal Considerations

Review and finalize any expense claims submitted by the employee

Confirm that all contractual obligations have been met

Provide the employee with information on COBRA or continuing benefits if applicable

Communication

Inform the team and relevant departments about the departure

Send out an official communication if necessary

Plan for any announcements or changes in team structure

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