Templates
Offboarding SOP template

Offboarding SOP template

This checklist guides IT, HR, and managers through coordinated employee departure procedures for security and knowledge transfer.

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 SOP template

This checklist guides IT, HR, and managers through coordinated employee departure procedures for security and knowledge transfer.

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

A structured offboarding SOP (Standard Operating Procedure) is essential for managing employee transitions efficiently. This customizable offboarding SOP template centralizes critical tasks across IT, HR, and management so nothing gets missed transitions. When an employee resigns, this template guides you through the process, protecting your organization from security vulnerabilities and operational disruptions.

Research shows employers can reduce up to 77% of turnover by collecting reliable feedback through methods such as exit interviews. Our template incorporates these evidence-based practices, giving you the tools to transform challenging departures into opportunities.

Related categories

Preview of the template
Page 1
General Information
Employee Name
Employee ID
Department
Termination Date
Reason for Termination
IT Offboarding
Disable network access
Collect company devices
Collect access cards/badges
Revoke cloud/online access
Change account passwords
HR Offboarding
Complete exit interview
Collect company property
Discuss final paycheck details
Discuss benefits continuation
Update HR records
Manager Offboarding
Notify team of departure
Reassign pending tasks/projects
Update contact/distribution lists
Collect company property
Conduct knowledge transfer

Frequently asked questions

How can you use this template to prevent security risks during offboarding?

Use this template to systematically revoke access privileges by following the IT section first. Document each completed step—network disabling, device collection, and password changes—to create an audit trail. The structured approach prevents common security gaps that occur when offboarding tasks are handled informally or inconsistently.

How can you effectively conduct knowledge transfer during offboarding?

Schedule dedicated sessions between the departing employee and their replacement or team members. Focus on documenting critical processes, ongoing projects, and relationship handoffs. Create recordings or written documentation for complex procedures, and use the template to verify completion of this crucial step to prevent operational disruptions.

What’s the best way to handle the exit interview?

Schedule the exit interview in a private setting with a neutral HR representative. Prepare specific questions about their experience while allowing space for open feedback. Document insights objectively in the template, focusing on actionable improvements to maximize the value of this important offboarding component.

What records should you maintain after completing this offboarding template?

Keep the completed template with all signatures and verification in the former employee’s file. Maintain records of returned equipment, system access termination confirmations, and exit interview notes. These records protect your organization in case of future disputes and provide valuable data for improving your offboarding process

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.