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Employee Offboarding Checklist Template

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Ensure a smooth, compliant, and professional employee exit with our complete Employee Offboarding Checklist. Created for HR professionals, people managers, and team leaders, this ready-to-use template helps you manage the entire offboarding process—from resignation to final paperwork—with structure, consistency, and care.

Why Use This Offboarding Checklist?

✅ Eliminate missed steps during employee exits

✅ Ensure security, compliance, and knowledge transfer

✅ Create a positive last impression for outgoing employees

✅ Reduce risk and maintain operational continuity

What’s Included in the Checklist:

  • Notification & Documentation

  • Knowledge Transfer & Handover

  • Asset & Access Recovery

  • and more

Perfect For:

  • HR departments looking to improve compliance and reduce risk

  • People managers managing team transitions

  • Organizations committed to maintaining positive offboarding experiences

  • Remote and hybrid teams needing a centralized offboarding tool

How It Works:

After purchase, you’ll receive a downloadable PDF that includes a clickable Google Sheets link.

You’ll be prompted to make your own copy, which you can then customize to suit your company’s exit process and policies. Use it digitally or print it for manual workflows—your choice!

 

Make employee exits respectful, secure, and organized with a checklist that covers every critical step.

How to use this offboarding checklist

  1. Open the Google Sheets link in your download and make your own copy.
  2. Adjust the steps to your exit process and policies.
  3. Start a copy as soon as a resignation comes in and work through it with IT and the manager.
  4. Finish with the exit interview form.

Questions

Is the offboarding checklist available in Excel?

Yes. Download your Google Sheet as an Excel file with File → Download.

How you get it

Your file is ready to download as soon as checkout is complete. See the description above for what it includes and how to use it.

Questions? Contact us.