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.