Exit Formality Checklist

The Employee Exit Checklist outlines the necessary steps for managing an employee's departure, including informing relevant parties, preparing paperwork, and conducting an exit interview. It emphasizes the importance of recovering company items, facilitating a pleasant send-off, and maintaining contact with the departing employee. Additionally, it includes procedures for cleaning up company systems and ensuring a smooth transition for the employee's replacement.

Uploaded by

k.v.menon93

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

0% found this document useful (0 votes)

40 views2 pages

Exit Formality Checklist

Uploaded by

k.v.menon93

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

You are on page 1/ 2

Employee Exit Checklist

□ 1. Inform relevant parties

o The manager informs the HR and the department that the employee is leaving.
o HR informs IT and Payroll departments.

□ 2. Prepare paperwork
o Have employee fill up a termination form.
o Have the employee sign a nondisclosure agreement.
o Give employee their last paycheck, tax documents, and other relevant documents.

□ 3. Duty transfer
o Ask the leaving employee to log important details for their replacement.
o Ask another employee to shadow the leaving employee during their final weeks.
o Take note of documents, files, and other deliverables.

□ 4. Conduct exit interview

o Prepare the exit interview form.
o Ask for honest feedback, criticisms, etc.
o Analyze the credibility of employee’s statements and share results with leadership,
anonymously.

□ 5. Recover company items

o Retrieve company phones, computers, etc.
o Retrieve keys, security cards, badges, and uniforms.
o Close company expense accounts (i.e. company credit card).
o Process any reimbursements.

□ 6. Have a pleasant send-off

o Pass along a best wishes card around the office.
o Schedule a goodbye dinner.
o Send the leaving employee a personalised gift.

□ 7. Leave the door open

o Make sure employee contact information is updated.
o Keep employee information in the company’s system.
o Invite employee into the alumni network, if there’s any.

□ 8. Clean up
o Delete employee account from company systems.
o Change passwords of systems or accounts that employee has access to
o Update the company organisation chart.
o Redirect incoming calls/emails for the employee to their supervisor.
o Make sure the desk is empty and clean.

M1 - Offboarding Checklist
No ratings yet
M1 - Offboarding Checklist
2 pages
Employee Exit Checklist 1. Communication
100% (2)
Employee Exit Checklist 1. Communication
8 pages
Employee Offboarding Checklist Template
No ratings yet
Employee Offboarding Checklist Template
3 pages
Amy-WPS Office
No ratings yet
Amy-WPS Office
12 pages
Exit Checklist
No ratings yet
Exit Checklist
1 page
Employee Exit Formality Form
No ratings yet
Employee Exit Formality Form
5 pages
Departure Checklist
No ratings yet
Departure Checklist
1 page
Employee Termination Checklist
No ratings yet
Employee Termination Checklist
3 pages
Construction Employee Offboarding and Exit Interviews Procedure Template
No ratings yet
Construction Employee Offboarding and Exit Interviews Procedure Template
7 pages
Exit Proceedure For Staff in Optical Retail Store
No ratings yet
Exit Proceedure For Staff in Optical Retail Store
1 page
Employee Exit Checklist Word Updated
No ratings yet
Employee Exit Checklist Word Updated
3 pages
Employees Exit Check List
No ratings yet
Employees Exit Check List
1 page
HR Offboarding Checklist Guide
No ratings yet
HR Offboarding Checklist Guide
2 pages
Employee Exit Checklist
No ratings yet
Employee Exit Checklist
1 page
Employee Offboarding Checklist Tool
No ratings yet
Employee Offboarding Checklist Tool
5 pages
HR Sop - Employee Departures
75% (4)
HR Sop - Employee Departures
4 pages
The Employee Exit Process
100% (1)
The Employee Exit Process
10 pages
Exit Clearance Form
No ratings yet
Exit Clearance Form
2 pages
Checklist and Exit Interview Record
No ratings yet
Checklist and Exit Interview Record
3 pages
Offboarding Checklist Form
No ratings yet
Offboarding Checklist Form
3 pages
Exit Process Chart & Checklist
No ratings yet
Exit Process Chart & Checklist
2 pages
Leaving A Job Checklist
No ratings yet
Leaving A Job Checklist
2 pages
Employee Departure Checklist
100% (1)
Employee Departure Checklist
2 pages
Employee Exit Policy
100% (5)
Employee Exit Policy
9 pages
Exit Clearance 2024
No ratings yet
Exit Clearance 2024
1 page
Employee Termination Policy
No ratings yet
Employee Termination Policy
6 pages
The Definitive Guide To Employee Off Boarding
No ratings yet
The Definitive Guide To Employee Off Boarding
18 pages
Procedure For Employee Exits
50% (2)
Procedure For Employee Exits
2 pages
Supervisor's Guide to Employee Exit
No ratings yet
Supervisor's Guide to Employee Exit
2 pages
2025 Exit Checklist For Employee
No ratings yet
2025 Exit Checklist For Employee
1 page
Employee Exit Checklist
No ratings yet
Employee Exit Checklist
1 page
Employee Exit Process Guide
No ratings yet
Employee Exit Process Guide
4 pages
Employee Exit Checklist
No ratings yet
Employee Exit Checklist
4 pages
Process Flow Chart 2
No ratings yet
Process Flow Chart 2
1 page
Employee Exit Formalities India
No ratings yet
Employee Exit Formalities India
3 pages
9 Exit Policy - Mi
100% (2)
9 Exit Policy - Mi
6 pages
Employee Exit Checklist
No ratings yet
Employee Exit Checklist
2 pages
Separation Policy
No ratings yet
Separation Policy
8 pages
Check List
No ratings yet
Check List
1 page
Document Attributes: Document No OCW/SOP/0017.1 Approval Taken From CEO Policy Owner Human Resources Effective From Date
No ratings yet
Document Attributes: Document No OCW/SOP/0017.1 Approval Taken From CEO Policy Owner Human Resources Effective From Date
3 pages
Exit Formalities PDF
100% (1)
Exit Formalities PDF
3 pages
Exit Policy
No ratings yet
Exit Policy
5 pages
1.exit Clearance Form
No ratings yet
1.exit Clearance Form
1 page
Employee Exit Policy Guide
No ratings yet
Employee Exit Policy Guide
3 pages
Employee Clearance Form
No ratings yet
Employee Clearance Form
2 pages
Employee Exit Process Guide
No ratings yet
Employee Exit Process Guide
2 pages
Human Resource & Payroll
No ratings yet
Human Resource & Payroll
14 pages
Employee Exit Checklist
No ratings yet
Employee Exit Checklist
10 pages
Employee Clearance Form
No ratings yet
Employee Clearance Form
1 page
Recruitment and Hiring Process Objective
No ratings yet
Recruitment and Hiring Process Objective
13 pages
Exit Formalities (Anupriya)
No ratings yet
Exit Formalities (Anupriya)
17 pages
Employeeserparation 95202495423817
No ratings yet
Employeeserparation 95202495423817
3 pages
Offboarding Checklist
100% (2)
Offboarding Checklist
2 pages
IT Exit Policy - Pointers
No ratings yet
IT Exit Policy - Pointers
2 pages
HR Toolkit Table of Contents and CD Summary
0% (1)
HR Toolkit Table of Contents and CD Summary
9 pages
Employee Clearance Form Template
100% (1)
Employee Clearance Form Template
1 page
64dc358aafbf93965f432124 - altHR - HR Templates and Sample Letters - PT 2
No ratings yet
64dc358aafbf93965f432124 - altHR - HR Templates and Sample Letters - PT 2
19 pages

Exit Formality Checklist

Uploaded by

Exit Formality Checklist

Uploaded by

Employee Exit Checklist

□ 1. Inform relevant parties

□ 4. Conduct exit interview

□ 5. Recover company items

□ 6. Have a pleasant send-off

□ 7. Leave the door open

You might also like