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Onboarding & Offboarding
Employee Offboarding Checklist
A comprehensive exit checklist covering knowledge transfer, equipment return, access revocation, final pay processing, exit interview, and HRMS record update.
Download Free TemplateFormat: Text (Excel / PDF ready)
What's Included
- Immediate steps upon resignation or termination
- Knowledge transfer plan and handover tasks
- Equipment and company asset return checklist
- System access revocation across 12+ platforms
- Final pay, accrued PTO, and benefits processing
- COBRA notification and retirement plan options
- Exit interview scheduling and documentation
- HRMS record update and rehire eligibility flag
Best Used For
- Voluntary resignation processing
- Involuntary termination procedures
- IT offboarding and security compliance
- Legal and compliance documentation
- Rehire eligibility tracking