Offboarding Checklist Template

Utilize this Offboarding Checklist Template for a comprehensive approach to employee departures, ensuring a smooth and organized offboarding process.

Offboarding Checklist Template



General Tasks

1. Is the termination work complete?


Photo Comment

2. Are key stakeholders, including payroll, IT, operations, legal, and senior management, informed to prepare for the exit process?


Photo Comment

3. Is the internal communication of the employee exit carried out?


Photo Comment

4. Is the external communication of the employee exit to clients carried out?


Photo Comment

5. Is a handover document created and shared with the relevant stakeholders?


Photo Comment

6. Are company assets collected?


Photo Comment

7. Is the software access removed?


Photo Comment

8. Are the final payments and benefits arranged?


Photo Comment

9. Are binding agreements reviewed?


Photo Comment

10. Is the exit interview conducted?


Photo Comment

11. Have you thanked the employee on their final day?


Photo Comment

12. Have you collected the existing employee's contact information and connected with them on LinkedIn?


Photo Comment

13. Have you checked in with the remaining team members?


Photo Comment

14. Is the recruiting process for a replacement initiated?


Photo Comment

15. Is the organizational chart updated?


Photo Comment
Company Assets

1. Is the laptop inspected?


Photo Comment

2. Is the phone checked?


Photo Comment

3. Is the monitor checked?


Photo Comment

4. Are the mouse and keyboard assessed?


Photo Comment

5. Is the ID/Access card verified?


Photo Comment

6. Is the uniform looked at?


Photo Comment

7. Is the company credit card verified?


Photo Comment

8. Is the company vehicle inspected?


Photo Comment

Is this sample what you are looking for?
Sign up to use & customise this template, or create your own custom checklist:

Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

Seeing is Believing

Get a live demo customized to your unique needs, or get started with a 14-day FREE trial.