Offboarding Checklist

Manage offboarding in your company using a checklist and avoid legal risks due to errors in your documentation process.

Go paperless, conduct inspections easily and solve issues quicker with your teammates.

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Employee Offboarding Checklist

This checklist provides the steps the supervisor/manager and the employee need to complete in order to allow the employee to officially exit from the department.

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What is an offboarding checklist?

Offboarding checklists for employees are used by Human Resources (HR) to support employees who are leaving the company either through termination, resignation or retirement. The lack of an offboarding process for employees can expose companies to legal, security and reputational risks.

Why offboarding makes sense: 3 aspects

The use of checklists for offboarding helps HR departments and teams to take the following steps

  • Maintain a positive reputation - It is important to strive to treat all departing employees with respect, because negative evaluations of working conditions are particularly damaging to a company's reputation. Therefore, a well-organized exit interview with a checklist should give the affected employee the feeling that he/she is appreciated as a person. Employee feedback during the interview is also very helpful to make some optimizations in the company.

  • Avoid legal risks - Without a comprehensive documentation of the offboarding, possible legal disputes can arise. A structured offboarding process with the help of checklists helps your HR teams to follow the correct legal steps when employees leave the company.

  • IT-risks overview - Company equipment should be delivered on time during offboarding to avoid any company losses and data breaches or the like. With a checklist the handover of the devices can be easily logged and overviewed.

The advantages of the Lumiform App for Employee Offboarding

With Lumiform's mobile app, you can easily conduct any kind of quality and safety inspection via tablet or smartphone - online or offline. With the desktop software, you can create checklists and evaluate the data collected in the field. This significantly reduces the risk of quality loss, accidents at work, documentation errors and damage to reputation.

Digitize checklists and internal procedures with Lumiform:

  • The flexible checklist builder from Lumiform helps you to convert any individual paper list into a digital checklist without much effort.

  • In addition, we offer more than 9,000 ready-made templates to help companies get started digitally in no time.

  • Using the super intuitive mobile App, you and your teammates conduct check in the field with ease and in no time.

  • All results, images and comments are automatically bundled in a digital report.

  • Comprehensive analyses help you to identify inefficient areas in your company more quickly and thus to continuously improve your auditing and inspection processes.