Employee Offboarding Checklist
An employee offboarding checklist covering knowledge transfer, access revocation, final pay, and the exit interview so every departure is secure and respectful.
Download the files
Sign in with Google and both the PDF and the CSV unlock immediately. We email you the links too.
Get your free download
Sign in with Google to unlock the PDF and CSV instantly. No form to fill in.
Free. By continuing you agree to our terms and privacy policy. We record your email and this download; marketing emails only if you tick the box.
What you get
- A step-by-step offboarding flow for voluntary and involuntary exits
- Security-first access and asset recovery checklist
- Knowledge-transfer and handover prompts
- Final pay, benefits, and exit-interview steps
Template preview
The structure, not the finished file. The PDF and CSV carry the complete version.
Departure details
- Employee name
- Role / team
- Last working day
- Reason— voluntary / involuntary / end of contract
Knowledge transfer & handover
- Document key responsibilities and recurring tasks
- List active projects with status and next steps
- Reassign ownership of accounts, tickets, and docs
- Record key contacts and tribal knowledge
Access & asset recovery
Time these for the final working day to stay secure without disrupting handover.
- Revoke SSO, email, and tool access
- Disable VPN and remote access
- Transfer or archive email and files
- Recover laptop, devices, badges, and keys
The preview stops here; the template continues in the download.
How to use this template
- Start at notice. Open the checklist as soon as a departure is confirmed and set the last working day.
- Coordinate IT and HR. Sequence access revocation for the final day to balance security with the person still doing their job.
- Capture knowledge. Use the handover section to document responsibilities, contacts, and in-flight work.
- Close out. Confirm final pay, return of assets, and complete the exit interview.
Frequently asked questions
When should offboarding start?
As soon as a departure is confirmed. Early coordination between HR, IT, and the manager is what makes knowledge transfer and a clean final day possible.
How do I offboard securely without disrupting work?
Sequence access revocation for the final working day. The person still needs their tools to hand over, but all access should be removed by end of their last day.
Are exit interviews worth it?
Yes — they surface patterns you can't see from inside. Aggregate the feedback across leavers to spot management, role, or culture issues early.