checklist template · Free download
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.
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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
A preview of the structure. Download the PDF or CSV for the complete, ready-to-use 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
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How to use this template
- 1
Start at notice
Open the checklist as soon as a departure is confirmed and set the last working day.
- 2
Coordinate IT and HR
Sequence access revocation for the final day to balance security with the person still doing their job.
- 3
Capture knowledge
Use the handover section to document responsibilities, contacts, and in-flight work.
- 4
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.