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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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What’s inside this Off-Boarding Checklist Template:

1Company 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

2Paperwork

Provide the employee with the documents below before exiting.

  • Employee termination form
  • Other applicable documents

3Transition

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

4Exit 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

5Company property

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

  • Laptop
  • Accessories
  • Cell Phone
  • Cards
  • Keys
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