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The first pages of the Employee Offboarding Checklist template

Employee Offboarding Checklist

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Minimal
Difficulty
Beginner
Updated
November 5, 2026

Every page (7)

Overview

When someone leaves, the loose ends are scattered across HR, IT, payroll and the line manager, and one missed account or payslip line becomes a data or pay problem. This eight-page checklist gives every team its own page, with owners, due dates and a sign-off, so the last day runs to a plan.

The sample follows a fictional leaver at Lindenhurst Services, with one month's notice, a four-week handover, access removed by 17:00 on the last day and final pay of £4,836.40 before tax. Replace the names, dates and amounts, delete rows that do not apply, and check the rules for your own country.

Useful for

  • An HR officer running the same offboarding checklist for every resignation across a growing team
  • A line manager planning a four-week handover and a warm goodbye after receiving notice
  • An IT lead proving that accounts, devices and door passes were closed on the last working day

What's included

  • Notice page with scope, definitions, rules for acceptance and a key rule on access
  • Handover checklist grouped by week, with owners, due dates and a final-week check
  • Equipment cards covering laptop, phone, badge, keys, card and home equipment
  • Access removal map listing identity, data, business, tool and physical systems in order
  • Final pay page with a worked calculation of salary, holiday and expenses
  • Exit interview checklist and process flow, with sign-off and a Make it yours guide

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Enter the leaver's name, role, manager, notice date and last working day throughout the pages.

  3. 3

    Delete the checklist rows and systems the person does not hold, then give every remaining row an owner and a due date.

  4. 4

    Update the final pay figures, the exit interview slot and the goodbye arrangements, and check the notice and pay rules for your country.

  5. 5

    Delete the Make it yours guide page, then share the checklist with HR, IT, payroll and the line manager.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Can I use it for redundancy or retirement?

Yes, but change the notice page and final pay rules first. Redundancy needs consultation, selection and statutory pay steps, so have the wording reviewed against local law before use.

Who should own each page?

HR runs the whole checklist, the line manager owns handover and thanks, IT owns equipment and access, and payroll owns final pay. Each row carries a named owner and date.

Are the company, people and figures real?

No. Lindenhurst Services, the people named, the email addresses and every figure are fictional. They show what a finished checklist looks like, so replace them with your own details.

  • #offboarding-checklist
  • #employee-exit
  • #hr-template
  • #it-offboarding
  • #final-pay
  • #handover-checklist
  • #exit-interview
  • #google-docs-template

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