Off-Boarding Checklist Template

Looking to offboard an employee? Use this Off-Boarding Checklist Template to smoothly transition a current employee out of the organization.

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Tone of the meeting

Company communication

Ensure that the following parties are notified of exit.

Notify the employee's manager

Notify the Human Resources department to initiate the process

Notify Finance and IT to off-board payroll and equipment

Paperwork

Provide the employee with the documents below before exiting.

Employee termination form

Other applicable documents

Transition

Prepare for the transition by completing the steps below:

Fill the new role (whether new or existing employee)

Setting up a transfer of knowledge

Make necessary department changes as a result of this departure

Have the departing employee prepare materials for the next employee

Book training sessions

Exit interview

Schedule an exit interview to have the employee share insights.

Prepare and schedule an exit interview

Gather all answers and data from the interview and share insights with relevant teams

Company property

Ensure the following items are returned before the employees last day.

Laptop

Accessories

Cell Phone

Cards

Keys

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