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Offboarding checklist templates

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Compare offboarding checklist versions

Contractor Offboarding ChecklistResignation Acceptance LetterEmployee Offboarding Checklist
FormatDocumentDocumentDocument
Works inGoogle Docs and WordGoogle Docs and WordGoogle Docs and Word
Length6 pages6 pages7 pages
StyleMinimalEditorialMinimal

Writing an offboarding checklist that gets read

An offboarding checklist lists everything that needs to happen when an employee leaves. HR, IT and managers use it so access is closed, work is handed over and nothing is missed.

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Cover last working day and notice details, handover of work and files, return of equipment, removal of accounts and access, final pay and benefits information, and exit interview.

Give each line an owner and a due date, so IT, HR and the manager each know what they must finish.

Compare Contractor Offboarding Checklist, Resignation Acceptance Letter, and Employee Offboarding Checklist, all 6 to 7 pages long, then pick the closest match and replace the sample text with your own.

Questions

What is an offboarding checklist?

An offboarding checklist lists everything that needs to happen when an employee leaves. HR, IT and managers use it so access is closed, work is handed over and nothing is missed.

What should an offboarding checklist include?

Include last working day and notice details, handover of work and files, return of equipment, removal of accounts and access, final pay and benefits information, and exit interview. Give each line an owner and a due date, so IT, HR and the manager each know what they must finish.

What should be on an offboarding checklist?

List the handover, equipment return, account and access removal, final pay, benefits information and an exit interview. Add who is responsible for each item.

When should offboarding start?

Start as soon as notice is given or the date is agreed. That leaves time to hand over work and plan for the gap.

Who is responsible for offboarding?

HR usually owns the process, with IT closing access and the manager handling the handover. Name one person who tracks that everything is done.

What is the difference between offboarding and an exit interview?

Offboarding covers all the practical steps when someone leaves. The exit interview is one of those steps and focuses on feedback.

What is the best offboarding checklist template to begin from?

Start with Contractor Offboarding Checklist: Makes sure a contractor's work, access and final invoice are closed in order, with a clear sign-off at each step. If that is not the right fit, compare it with Resignation Acceptance Letter.

How long is an offboarding checklist?

The templates here are 6 to 7 pages long. Cut any section you do not need; each template explains what its sections are for.

Which apps can I use for an offboarding checklist?

Yes. These offboarding checklist templates work in Google Docs and Microsoft Word. All 3 templates are free, with no account or email needed.

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