Templates
MSP offboarding checklist template

MSP offboarding checklist template

Protect your organization when staff leave with this offboarding checklist. Track asset returns, deactivate access, and document the exit process.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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or Download template as PDF
MSP offboarding checklist template

Protect your organization when staff leave with this offboarding checklist. Track asset returns, deactivate access, and document the exit process.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

The offboarding checklist template supports you in managing staff departures with precision and security. When employees leave your organization, this template ensures you complete critical exit procedures, from collecting company assets to deactivating system access.

Aberdeen reports that fewer than one in three organizations implement formal offboarding processes, leaving many businesses vulnerable during transitions. Use this checklist whenever an employee leaves to help uphold security standards, track the return of company assets, and maintain thorough documentation during offboarding.

Related categories

Preview of the template
Page 1
Offboarding Tasks
Inform the employee of their last day of work
Collect all company property (laptop, phone, badges, etc.)
Disable all accounts and access (email, systems, etc.)
Conduct an exit interview
Provide the employee with final paycheck and benefits information
Update all internal and external records

Frequently asked questions

What makes this offboarding checklist different from a basic HR exit form?

This checklist goes beyond administrative tasks by incorporating security protocols, asset recovery tracking, and system access deactivation in one comprehensive tool. It creates accountability for all stakeholders involved in the offboarding process while providing documentation that helps protect your organization from potential security vulnerabilities.

How can you use this checklist to improve your offboarding process over time?

Review completed checklists quarterly to identify patterns or recurring issues during offboarding. Note which steps consistently cause delays or confusion and refine your process accordingly. Create department-specific addendums for specialized roles that require unique offboarding steps beyond the standard protocol.

How do you handle knowledge transfer as part of the offboarding process?

You can use Lumiform to schedule dedicated knowledge transfer sessions between the departing employee and their successor or team. Document critical processes, contact information for key stakeholders, and location of important files. Record these sessions when appropriate to preserve complex information that might be missed in written documentation.

What are the security risks of an incomplete offboarding process?

Incomplete offboarding can lead to unauthorized system access, data breaches, intellectual property theft, and compliance violations. Former employees with active credentials might accidentally or intentionally access sensitive information. Unreturned devices could contain confidential data that becomes vulnerable to exposure or theft outside your security perimeter.

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.