Employee offboarding checklist
Onboarding checklist template
- Employee
- Role
- Start date
- Buddy or manager
Offboarding
From the resignation to the last day
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| When they resign | ||||
| Get the resignation in writing, and confirm the last day and notice period | Week 1 | |||
| Send a written acknowledgment with the last day and what happens next | Week 1 | |||
| Agree with them how and when the team and clients will be told | Week 1 | |||
| Plan who will cover their work, and whether to hire a replacement | Week 1 | |||
| Handover | ||||
| Have them complete the employee handover documentTheir work in progress, recurring tasks, contacts, systems and where things are kept. | Before the last week | |||
| Record any task only they know how to do, step by step | Before the last week | |||
| Hold handover meetings with the people taking on their work | Last week | |||
| Introduce the new contact to clients and suppliers | Last week | |||
| Equipment and access | ||||
| List the equipment, keys, cards and accounts they hold | Last week | |||
| Collect the laptop, phone, keys, access card and uniform | Last day | |||
| Transfer ownership of files, mailboxes and shared accounts | Last day | |||
| Remove their access to every system, and change any shared passwordsIncluding email, cloud apps, banking, building access and social media accounts. | Last day | |||
| Pay and records | ||||
| Calculate final pay, unused leave and any amounts owed | Last week | |||
| Process the final pay and the documents your rules require | Last day | |||
| Update the employee’s file and close them in payroll and HR systems | Last day | |||
| Exit | ||||
| Hold an exit interview, and record what you learn | Last week | |||
| Thank them, and agree whether you can be a reference | Last day | |||
- Completed by
- Checked by (manager)
- Date
- Notes
