AI Checklist Generator

From the makers of Manifestly Checklists

Email address

Home > Human Resources > offboarding

offboarding

Preparing for Offboarding

Notify relevant stakeholders (manager, IT, security, finance, etc.) about the employee's departure.

Schedule an exit interview with the departing employee.

Retrieve company property (laptop, ID cards, keys, etc.) from the employee.

Collect any outstanding payments or reimbursements owed to the employee.

Determine the employee's last working day and communicate it to the team.

Communication and Documentation

Prepare an offboarding announcement to inform the team about the employee's departure.

Update internal systems and directories to remove the employee's access and contact information.

Inform external parties (clients, vendors, partners) if necessary.

Document any outstanding projects, tasks, or responsibilities to be transferred to another employee.

Provide the departing employee with any relevant documentation (COBRA information, retirement plan details, etc.).

IT and System Access

Coordinate with IT to revoke the employee's access to company systems, email, and databases.

Backup and transfer any important files or data from the employee's computer or accounts.

Update or remove the employee's name from shared drives, software licenses, and other relevant platforms.

Collect any company-owned electronic devices and ensure they are wiped of sensitive information.

Benefits and Payroll

Communicate with the employee about their benefits continuation options (COBRA, health insurance, etc.).

Coordinate with payroll to ensure the employee's final paycheck is accurate and delivered on time.

Update the employee's status in the payroll system and terminate any recurring payments or deductions.

Provide information on retirement plan options or rollovers, if applicable.

Exit Interview and Feedback

Conduct an exit interview to gather feedback on the employee's experience and reasons for leaving.

Address any concerns or issues raised during the exit interview.

Thank the employee for their contributions and discuss any potential references or future opportunities.

Provide the employee with contact information for HR or relevant personnel for future inquiries.

Administrative Tasks

Update the employee's personnel file with the necessary termination documentation.

Remove the employee from HR databases, attendance records, and other internal tracking systems.

Close or transfer any subscriptions, memberships, or accounts associated with the employee.

Return any personal items or valuables to the departing employee.

Final Farewell and Transition

Organize a farewell event or gathering to celebrate the employee's contributions and bid them farewell.

Inform the team about the new arrangements or responsibilities in the absence of the departing employee.

Communicate the departure to any clients or stakeholders affected by the transition.

Assist in the transition of the departing employee's workload to their replacement or other team members.

Download CSV Download JSON Download Markdown

Use in Manifestly

Related Checklists

Employee Handbook Checklist

The Employee Handbook Checklist is an important tool for ensuring that HR and employees are compliant with policies and procedures.

view →

Data Security Checklist

The Data Security Checklist is essential in ensuring the security of confidential employee information.

view →

Employee Records Checklist

The Employee Records Checklist is an important tool for Human Resources to ensure compliance with legal requirements and to maintain accurate employee records.

view →

Hiring Checklist

A Hiring Checklist helps ensure that the recruitment process is thorough and efficient, ensuring the best possible candidate is identified for the role.

view →

Employee Onboarding Checklist

An Employee Onboarding Checklist is essential for ensuring that new hires are welcomed and provided with the necessary information and resources to be successful in their roles.

view →

Performance Evaluation Checklist

Performance Evaluation Checklists provide an objective and quantitative measure of an employee's performance, allowing for fair and accurate assessments of their work.

view →

Termination Checklist

The Termination Checklist helps ensure that all necessary steps are taken in an employee termination process to ensure compliance with legal requirements.

view →

Employee Benefit Checklist

The Employee Benefit Checklist is an important tool for ensuring that employees are aware of their available benefits and that the organization is meeting all of its obligations related to employee benefits.

view →

Recruitment Checklist

A Recruitment Checklist is an essential tool for ensuring that all necessary steps are taken in the recruitment process.

view →

Training and Development Checklist

A Training and Development Checklist is essential for ensuring that all employees receive the necessary training and development to reach their full potential.

view →

Workplace Safety Checklist

A Workplace Safety Checklist helps to ensure that everyone in the workplace is safe and protected from potential hazards.

view →

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

Light Dark