Employee Offboarding Checklist | SkillPass
The complete template for structured offboarding. 36 items in 5 categories. The master plan for HR managers and leaders to steer departures safely and systematically.
Checklist
HR & Administrative
- Receive and confirm resignation in writing
- Calculate remaining vacation and coordinate with payroll
- Coordinate final salary payment with payroll
- Prepare social security notification for departure
- Request employment certificate from responsible party
- Compile exit documents and hand over to employee
- Coordinate handover date with HR and team
- Archive payroll documents
IT & Security
- Instruct IT to archive email mailbox and set up auto-reply
- Instruct IT to deactivate VPN access
- Identify SaaS accounts and assign IT to handle transfer
- Ensure handover of all shared passwords (update password manager)
- Instruct IT to deactivate intranet access
- Have cloud storage access transferred to successor
- Instruct IT to revoke admin rights
- Instruct IT to remove 2FA devices from system
Equipment & Assets
- Collect laptop and IT accessories from employee
- Receive office keys and access cards
- Have software licenses transferred to successor
- Collect company phone from employee
- Receive access card
- Collect parking pass or company vehicle from employee
- Collect physical documents and files from employee
Team & Project Transition
- Designate and inform successor
- Schedule handover meeting with successor and departing employee
- Have employee document customer contacts and hand over to successor
- Have employee hand over project deadlines and status
- Have employee document open tasks
- Have employee document escalation paths
- Clarify dependencies with other projects together with employee
- Schedule knowledge transfer sessions between employee and successor
Exit & Feedback
- Schedule and conduct exit interview
- Conduct feedback session with team
- Review confidentiality agreement with employee
- Have employment certificate issued
- Plan farewell ritual or team meeting
Why standard offboarding checklists often fail
HR tasks and IT security matter. But the biggest risk is the loss of institutional knowledge: implicit knowledge that is never documented. What classic lists forget: why systems are built the way they are, unofficial workarounds, stakeholder dynamics.
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