Employee Offboarding Checklist

Knowledge transfer, access revocation, comms, and final pay — without the awkward gaps.

Checklist steps

  1. Confirm departure date in writing

    Resignation letter or termination notice on file.

  2. Knowledge transfer plan

    List of in-flight work, documents to update, handover sessions.

  3. Announce internally

    Team first, then company. Manager owns the message.

  4. Revoke all access

    SSO, email forwarding (if needed), devices returned, badges deactivated.

  5. Process final pay and benefits

    Last payroll, accrued PTO, benefits continuation paperwork.

  6. Exit interview

    Schedule with HR within last week. Capture feedback.

Frequently asked questions

When should access be revoked?

At the moment the employee logs off on their final day, not before.