Documents on employee offboarding

Last updated: 2024-10-02

This article is intended for HR specialists.

  • Letter of Resignation or Termination: Depending on whether the employee is leaving voluntarily or being terminated1.
  • Non-Disclosure or Non-Competition Agreement: Especially important if the employee had access to sensitive company information1.
  • Benefits Statement: This includes details about severance pay, retirement plan contributions, and unemployment benefits12.
  • Exit Interview Form: To gather feedback from the departing employee about their experience and reasons for leaving2.
  • Return of Company Property Form: To ensure all company property, such as laptops, ID badges, and keys, are returned2.
  • Final Paycheck and Compensation Details: Including any outstanding salary, bonuses, or unused vacation pay2.
  • Knowledge Transfer Document: Outlining the employee’s daily tasks, responsibilities, and any ongoing projects3.
  • Final Paycheck Information
  • Exit Interview Form - Collects feedback on the employee's experience, identifies areas for improvement, and addresses any concerns.
  • Return of Company Property For, Lists all company-issued equipment, tools, or materials that need to be returned. Requires the employee's signature acknowledging receipt of the form and return of property.
  • Access Revocation Form. Specifies which systems, networks, or data the employee will no longer have access to. Requires the employee's signature confirming that access has been revoked.
  • Employment Verification Form. Provides a formal document confirming the employee's employment dates and positions. Can be requested by future employers.
  • Severance Pay Agreement (if applicable)Outlines the terms and conditions for any severance pay or benefits to be provided. Includes details such as the amount, payment schedule, and any conditions attached.
  • Non-Compete Agreement (if applicable)Restricts the employee's ability to work for competitors or start a competing business. Ensures the protection of the company's confidential information and trade secrets.
  • Confidentiality Agreement. Reinforces the employee's obligation to maintain the confidentiality of sensitive company information.May include provisions regarding non-disclosure of trade secrets and proprietary information.
  • Exit Interview Summary is A summary of the key points discussed during the exit interview.

Note: The specific documents required may vary depending on the company's policies, industry regulations, and the employee's role and level of seniority. It's essential to consult with legal counsel to ensure compliance with all applicable laws.