Templates
HR offboarding checklist template

HR offboarding checklist template

Conduct secure employee transitions with a checklist that prevents unauthorized access and encourages smooth knowledge transfer.

Use this template
or download pdf
HR offboarding checklist template

Conduct secure employee transitions with a checklist that prevents unauthorized access and encourages smooth knowledge transfer.

Use this template
or download pdf

This HR offboarding checklist template is an invaluable tool for managing employee departures with precision and professionalism. Beyond just collecting company property, it helps you navigate the complex process of terminating system access, conducting exit interviews, and ensuring proper knowledge transfer.

When an employee leaves without proper offboarding, your organization faces significant risks. A study by Beyond Identity revealed that 83% of former employees could still access accounts from their previous company. By implementing this checklist, you’ll close security loopholes, maintain operational continuity, and create a dignified exit experience that preserves your company’s reputation and relationship with departing staff.

Related categories

Preview of the template
Page 1
General Info
Employee Name
Employee ID
Last Day of Employment
Reason for Leaving
HR Checklist
Returned Company ID Badge
Returned Company Keys/Fobs
Returned Company Equipment
Completed Exit Interview
Processed Final Paycheck
Terminated Access to Company Systems
Notified IT of Termination
Notified Facilities of Termination

Frequently asked questions

How can you customize this HR offboarding checklist for different types of employee departures?

You can adapt this checklist by adding or removing sections based on the nature of the departure. For voluntary resignations, emphasize knowledge transfer and exit interviews. For involuntary terminations, prioritize immediate access revocation and security measures. For remote workers, focus on digital asset recovery and virtual exit meetings. The template’s structure allows for easy modification while maintaining the essential framework.

What are the legal implications of not properly completing an HR offboarding?

Failing to properly complete offboarding procedures can expose your company to various legal risks including data breaches, unauthorized access to sensitive information, and potential violations of confidentiality agreements. If former employees retain access to systems containing personal data, you may face compliance issues with privacy regulations. This checklist helps document the completion of necessary steps, providing evidence that you’ve taken reasonable measures to protect company assets.

How can this offboarding checklist improve the experience for departing employees?

The checklist empowers you to create a more professional and organized departure experience by verifying that all necessary conversations happen, final payments are processed correctly, and benefit transitions are explained clearly. It includes steps for proper recognition of the employee’s contributions and structured exit interviews. This organized approach demonstrates respect for departing employees, potentially preserving positive relationships and protecting your employer brand.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.