HR offboarding checklist template

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.

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.

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.