Workflow Templates: Employee Exit Checklist

Revoke access to company systems (email, CRM, ERP, etc.)

Collect company ID badge and access cards

Change passwords for shared accounts the employee had access to

Ensure return of all company-owned devices (laptops, mobile phones, etc.)

Deactivate VPN access

Conduct exit interview to gather feedback and insights

Ensure completion of all outstanding tasks and projects

Transfer knowledge to team members or new hires

Document and archive important information and processes

Update team and department documentation to reflect changes

Settle outstanding expenses and reimbursements

Update payroll to reflect termination date

Retrieve company credit cards and other financial instruments

Remove employee from benefits programs and update HR records

Prepare the final paycheck and any severance package

Collect all company keys and security tokens

Retrieve company-provided tools and equipment

Ensure return of any company-provided software licenses

Check for return of any company documents or files

Inspect returned items for damage or missing components

Employee Exit Checklist