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offboarding

Employee Information

Collect employee's contact information (personal email, phone number)

Update employee's contact information in HR system

Remove employee's access to company email and phone systems

Disable employee's access to company systems and applications

Inform IT department to remove employee's access to shared drives and databases

Collect employee's company-issued devices (laptop, phone, etc.)

Conduct an exit interview with the employee

Benefits and Compensation

Review employee's benefits and compensation package

Inform the employee of any remaining benefits or reimbursements

Provide information on COBRA (Consolidated Omnibus Budget Reconciliation Act) if applicable

Coordinate with payroll to ensure final paycheck and any remaining vacation/sick time are processed correctly

Provide information on 401(k) or retirement plan options

Documentation and Records

Collect employee's ID badge or access card

Collect any company-owned equipment or assets in employee's possession

Retrieve any company-provided credit cards or expense reimbursements

Store employee's personnel file in a secure location

Update employee's employment status in HR records and databases

Retain necessary documents for legal and compliance purposes

Communication and Transition

Notify relevant departments and stakeholders of employee's departure

Share knowledge transfer plans with relevant team members

Assign a new point of contact for employee's ongoing projects or responsibilities

Communicate employee's departure to the team

Offer support to remaining team members during the transition

Exit Logistics

Schedule return of employee's personal belongings from office or workspace

Arrange for return of any company-owned keys or access cards

Coordinate final clearance procedures (e.g., signing off on any outstanding tasks, projects, or reports)

Provide information on any employee assistance programs or outplacement services available

Conduct an exit survey to gather feedback on employee experience and areas for improvement

Note: This checklist can be customized based on specific company policies and procedures.

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