Contractor offboarding checklist template

Create a comprehensive inventory of all systems the contractor accessed during their engagement. Work closely with IT to implement immediate revocation of credentials on their last day. Follow up with system owners to verify access has been removed and conduct a post-offboarding audit to catch any overlooked access points.

Begin the offboarding process at least two weeks before the contractor’s end date. This timing allows sufficient opportunity for knowledge transfer, completion of outstanding work, and coordination with IT for access revocation. For contractors with extensive system access or handling sensitive data, consider starting even earlier to ensure thorough documentation and smooth transition of responsibilities to internal team members.

Focus on gathering actionable feedback about their experience and the project outcomes. Ask about challenges they encountered, suggestions for improving processes, and their assessment of team collaboration. Keep the tone professional but conversational, and emphasize that their insights will help improve future contractor engagements. Document their responses thoroughly for future reference and continuous improvement.

Collect all project documentation, including work product files, process documentation, and status reports. Request detailed handover notes explaining unfinished tasks, known issues, and recommendations for future work. Ensure you have updated contact information for potential follow-up questions. For technical contractors, gather code documentation, access credentials to relevant repositories, and configuration documentation.