List: Employee Off-boarding Checklist

Get the recent list of employee off-boarding checklist.

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)
Employee Off-boarding Checklist
Scott Adkins
Scott Adkins
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