Templates
Offboarding checklist template

Offboarding checklist template

Manage employee departures securely with this checklist that tracks property return, system access deactivation, and knowledge transfer to prevent security risks.

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
Offboarding checklist template

Manage employee departures securely with this checklist that tracks property return, system access deactivation, and knowledge transfer to prevent security risks.

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

This offboarding checklist template facilitates smooth employee departures by tracking critical exit tasks in one organized document. It supports you in securing company assets, maintaining data security, and preserving institutional knowledge during transitions. The clear yes/no/N/A format makes it easy to verify that all steps are completed properly, from collecting company property to conducting insightful exit interviews.

Research from Aberdeen shows that less than one third of organizations have a formal offboarding process, despite its proven benefits for security and organizational learning. When a key team member departs unexpectedly, this checklist prevents critical handover steps from being missed, reducing operational disruptions and security vulnerabilities.

Related categories

Preview of the template
Page 1
Employee Information
Employee Name
Employee ID
Department
Last Day of Work
Offboarding Checklist
Return all company property (laptop, badge, etc.)
Deactivate all account access (email, systems, etc.)
Conduct exit interview
Update contact information for future reference
Communicate departure to relevant team members
Ensure all work is transferred to appropriate parties

Frequently asked questions

What should you do if an employee leaves without notice?

Immediately implement your offboarding checklist with security items as the top priority. Deactivate all system access and change shared passwords. Contact the employee about returning company property with clear instructions. Document the situation thoroughly and conduct an expedited knowledge transfer session with relevant team members to identify critical gaps that need immediate attention.

What common mistakes should you avoid when using an offboarding checklist?

void treating the checklist as a mere formality rather than a crucial security tool. Don’t rush through exit interviews or skip them entirely, as they provide valuable insights. Never neglect to update team members about the departure or fail to document where the employee’s responsibilities have been transferred. These oversights can lead to confusion and operational disruptions.

When should you start the offboarding process using this checklist?

Begin the offboarding process immediately after receiving resignation notice or making a termination decision. For voluntary departures, this typically means 2-4 weeks before the last day. Even with immediate terminations, having the checklist ready ensures you can quickly implement all necessary security and transition procedures without missing critical steps.

How can you adapt this offboarding checklist for different types of roles?

Customize the checklist by adding role-specific items for different departments or seniority levels. For technical roles, expand the system access section to include specific development environments. For client-facing positions, add detailed client relationship transfer steps. For leadership roles, include additional knowledge transfer sessions and team communication requirements.

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.