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Employee Offboarding Checklist Template

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Rated 5/5 stars on Capterra

Employee Offboarding Checklist Template

Audit

Required Paperwork

Resignation Letter

Non-Disclosure agreements

Exit Survey

Knowledge Turn-over

Technologies used (computers, files, special systems)

Special knowledge sources (binders, folders, formal protocols)

Necessary contacts and relationships

Tasks ongoing or uncompleted

Status report on all ongoing projects (due dates, deliverables)

Recover Assets (If any assets were issued during the job)

Laptop, cell phone, ID Card, Badge, Credit Cards, Parking Tags, Keys

Additional Items (For HR Staff)

Update passwords

Remove employee’s online account

Remove employee from the payroll

Update company directory

Update org chart

Change company website if employee’s name is mentioned on it

Redirect phone calls

Completion

Name & Signature of Employee

Name & Signature of Supervisor/Manager

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