Employee Offboarding Checklist
Use this employee offboarding checklist when someone resigns, retires or is let go. It keeps handover, access removal and final pay on track, so nothing is missed on their last day.
Confirm departure date in writing
Resignation letter or termination notice on file, with the last working day agreed.
~5 min
Tell HR, IT and payroll
Share the last day so each team can plan their part.
~10 min
Knowledge transfer plan
List in-flight work, documents to update and handover sessions. Name who takes over each item.
~60 min
Announce internally
Team first, then company. The manager owns the message.
~15 min
Reassign clients and shared accounts
Move customer contacts, shared inboxes, files and recurring meetings to the new owner.
~30 min
Collect equipment
Laptop, phone, keys, badges and any company cards. Arrange courier pickup for remote staff.
~20 min
Revoke all access
SSO, email (set forwarding if needed), software licences, building access and shared passwords.
~30 min
Process final pay and benefits
Last payroll, accrued holiday, expenses and benefits continuation paperwork.
~45 min
Exit interview
Schedule with HR in the last week. Capture feedback and share themes with leadership.
~45 min
Close the record
Update the HR system, org chart and team pages. Store signed documents.
~15 min
Coordinate offboarding across your team
Review this checklist with HR, IT and the employee's manager. Adapt it to your access-removal, equipment-return and handover policies; a checklist does not replace legal or security review.
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