List: Employee Off-boarding Checklist
- All logins and passwords
- Announce team members departure to the rest of the team or company
- Begin the knowledge transfer process
- Begin transfer of responsibilities or onboarding of new employee
- Change passwords to all internal and external platforms and software
- Clean employees desk and have desk area ready for future employee
- Close/file employee folder
- Daily routine
- Employee benefits document(s)
- End employment (change status of employee)
- Gather employee client knowledge (VIP clients, current situations,etc)
- Letter of resignation or termination
- Non-disclosure and non-compete agreements
- Plan a good-bye gift, lunch, card, etc for employee
- Prepare off-boarding paperwork
- Professional thank your employee or freelancer for their time and work (meeting, phone, email, etc) However you usually communicate with each team member
- Project knowledge
- Recover all company assets
- Remove employee from all communication forms
- Remove employee from all upcoming meetings and projects
- Revoke access to all internal and external platforms and software
- Schedule an exit interview
- Update employee directory
- Update employment status with insurance provider, 401K, benefits, payouts, etc
- Update payroll (send out last payroll check and end employment in payroll system)
- Write a letter of recommendation (if requested)
