Employee Offboarding Checklist

• Employee Name (Last, First, Middle)

• Position Title

• Department

• Last Day Worked

  Date

• Prepared by

• Location
  Address

Required Paperwork

• Resignation Letter

  ✔

  ✖

  N/A

• Non-Disclosure agreements

  ✔

  ✖

  N/A

• Exit Survey

  ✔

  ✖

  N/A

Knowledge Turn-over

• Technologies used (computers, files, special systems)

  ✔

  ✖

  N/A

• Special knowledge sources (binders, folders, formal protocols)

  ✔

  ✖

  N/A

• Necessary contacts and relationships

  ✔

  ✖

  N/A

• Tasks ongoing or uncompleted

  ✔

  ✖

  N/A

• Status report on all ongoing projects (due dates, deliverables)

  ✔

  ✖

  N/A

Recover Assets (If any assets were issued during the job)

• Laptop, cell phone, ID Card, Badge, Credit Cards, Parking Tags, Keys

  ✔

  ✖

  N/A

Additional Items (For HR Staff)

• Update passwords

  ✔

  ✖

  N/A

• Remove employee’s online account

  ✔

  ✖

  N/A

• Remove employee from the payroll

  ✔

  ✖

  N/A

• Update company directory

  ✔

  ✖

  N/A

• Update org chart

  ✔

  ✖

  N/A

• Change company website if employee’s name is mentioned on it

  ✔

  ✖

  N/A

• Redirect phone calls

  ✔

  ✖

  N/A

Completion

• Name & Signature of Employee

  Sign

• Name & Signature of Supervisor/Manager

  Sign