Definition of Employee Offboarding Checklist
An employee offboarding checklist is a structured guide used by organizations to ensure a smooth and comprehensive process when an employee leaves the company. This checklist includes all necessary steps and tasks to ensure the employee's departure is handled smoothly and correctly, considering company culture, legal requirements, and safety standards and procedures.
This checklist typically includes tasks such as:
- Exit interview: Conducting a final discussion to gather feedback and insights.
- Knowledge transfer: Ensuring that the departing employee's responsibilities and knowledge are passed on to others.
- Return of company property: Returning items like laptops, ID badges, and keys.
- Access revocation: Disabling access to company systems, software, SaaS, email, and other resources. Returning keys and access badges
- Compliance and documentation: Completing necessary paperwork and ensuring legal compliance.
- Final payroll and benefits: Processing the last paycheck and handling benefits termination or continuation.