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Offboarding Checklist

This offboarding checklist outlines important tasks to complete when an employee leaves a company. It includes arranging final pay and benefits paperwork, conducting a knowledge transfer if a replacement has been hired, performing an exit interview to understand the employee's experience, recovering any company assets, and final housekeeping steps like updating passwords and removing the employee from systems. Completing all the items on this checklist helps ensure a smooth transition when an employee leaves the organization.

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762 views2 pages

Offboarding Checklist

This offboarding checklist outlines important tasks to complete when an employee leaves a company. It includes arranging final pay and benefits paperwork, conducting a knowledge transfer if a replacement has been hired, performing an exit interview to understand the employee's experience, recovering any company assets, and final housekeeping steps like updating passwords and removing the employee from systems. Completing all the items on this checklist helps ensure a smooth transition when an employee leaves the organization.

Uploaded by

kumailmorawala
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Offboarding Checklist

Paperwork

❏ Arrangements and date for last paycheck


❏ Post-employment payment (severance, unemployment)
❏ 401 (k) information
❏ Health insurance information
❏ Non-disclosure and non-compete agreements
❏ Tax documents (W2, 1099-Misc)
❏ Other Benefits (PTO or vacation balances, options)
❏ Official Letter of Resignation (if applicable)
❏ Outstanding Reimbursements

Knowledge Transfer

If you have a replacement hired, make sure they’re aware of the following
information. If not, have the departing employee document all of these:

❏ Technology necessary to do the job (computers, files, special systems)


❏ Special knowledge sources (binders, folders, formal protocols)
❏ Necessary contacts and relationships
❏ Location of Records (accounting documents, etc.)
❏ Useful resources (websites, newsletters, networking venues)
❏ Tasks in process or uncompleted
❏ Status report on all ongoing projects (due dates, deliverables)
❏ Consider having a current employee shadow the departing employee

Exit Interview

This is an opportunity to learn more about your company. Questions you


might ask include:
❏ What did you like most and least ❏ Did you receive enough feedback
about your job? on your job? Did it help?
❏ Were goals and expectations clear ❏ Did you have all the resources
to you? necessary to do your job? If not,
❏ Do you think the job description what else might have helped?
matches these expectations? ❏ Did you feel you had room to grow
Would you change it? here?
❏ Talk about your manager(s). What ❏ Would you work here again?
did they do well? What could they ❏ Would you recommend this
use work on? What are some company or this position to a
recommendations you might give friend? Why or why not?
them (anonymously, of course)
that could help them improve?

❏ Update company directory


❏ Update org chart
Recover Assets ❏ Change company website if
employee’s name is mentioned on
❏ Laptop it
❏ Cell phone ❏ Redirect phone calls
❏ ID Card
❏ Badge
❏ Credit Cards
❏ Parking Tags
❏ Keys

Final Housekeeping:

❏ Update passwords
❏ Remove employee’s online
account
❏ Remove employee from payroll

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