Workflow Templates: Offboarding Checklist

Inform the HR department about the employee's departure

Notify the IT department to schedule access removal

Prepare written confirmation of the employee's last working day

Retrieve all company-owned equipment (laptops, phones, etc.)

Collect any access cards or keys to company premises

Ensure the return of any company-owned documents or materials

Finalize any outstanding expense claims with the finance department

Ensure all timesheets and project work are up-to-date

Review and close any pending payroll issues or benefits

Revoke access to email accounts and company databases

Remove user from all internal communication channels

Update or remove access to financial systems and software

Arrange meetings between the departing employee and their replacement for knowledge transfer

Ensure all work-related files and documents are handed over and properly filed

Confirm that any ongoing client work is delegated and clients are informed, if necessary

Schedule an exit interview to discuss the employee's experience and reasons for leaving

Collect feedback on the role and any suggestions for improvement

Document the exit interview and share relevant insights with management

Offboarding Checklist