Employee Offboarding
by NeatTick · Used 0 times
Handovers, access removal, equipment return, and final paperwork when someone leaves.
This is a community list. Start a checklist to check items off or edit them.
When notice is given
- Confirm the last day in writing
- Tell the team and plan the handover
- Schedule knowledge-transfer sessions
- Reassign open projects and clients
Last week
- Document the processes the role owns
- Transfer ownership of files, docs, and shared drives
- Schedule an exit interview
- Confirm when the final paycheck is due (state rules vary)
- Share benefits and COBRA information
Last day
- Collect the laptop, badge, keys, and company cards
- Disable email, single sign-on, and system access
- Rotate passwords for any shared accounts
- Set up email forwarding or an auto-reply
- Remove from payroll and benefits
- Say thank you and goodbye
After
- Update the org chart and directory
- Archive the employee file