Employee Offboarding
Employee offboarding checklist template — access revocation, knowledge transfer, and exit interview completed before the last day, with a signed record for compliance.
For: HR & IT teams
What this template includes
Process steps
- 1HR notification: trigger offboarding flow on last day confirmation
- 2IT access revocation: disable accounts, recover equipment, reset credentials
- 3Knowledge transfer: document ongoing responsibilities and hand off to replacement
- 4Final payroll and benefits settlement signed off by HR
- 5Conduct exit interview and archive responses
- 6Manager sign-off confirming all steps complete — gate
Why teams use this template
Offboarding failures are security and compliance events. An account left active for a week after a departure is a liability. Knowledge that walks out the door without a handoff is an operational gap that surfaces at the worst time.
This template ensures IT, HR, and the manager each complete their steps before the employee's last day — with a single approval gate that provides a signed record the departure was handled correctly.
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