Employee Offboarding Checklist Form

Employee Offboarding Checklist Form
A standardized checklist for wage and salaried employees who leave their jobs, whether through resignation, retirement, termination, or transfer, is provided below. The checklist outlines the actions that the supervisor/manager and the employee must do in order for the employee to leave the department formally. Important Human Resources information and departmental logistics are included in this checklist. The employee's transition from active employment to her/his final leaving date will be facilitated if the actions mentioned in the checklist are followed.
Offboarding Checklist
Employee Name*
First NameLast Name
Title*
Department*
Date of Departure*
MonthDayYear
Date

Before the departure date:*

	Completed
Send a letter of resignation to your manager or supervisor.	1
Obtain a letter from the employee's manager/supervisor accepting their resignation.	2
Get a copy of the Knowledge Transfer Template from your supervisor.	3
If you have any questions, contact the Human Resources Service Center to schedule an appointment.	4

At least two weeks before to departure date:*

	Completed
Pay off any outstanding cash advances, petty cash accounts, pending reimbursements, parking, or other accounts.	5
Ensure that budgeting records, HR reviews (evaluations, correspondence, etc. ), letters or emails containing resource commitments, and unit strategic plans are labeled and structured in hard copy files for the supervisory successor if you are in a supervisory position.	6
Consult relevant departments about the retention and/or disposal of email, home directory files, websites, and other electronic materials.	7
Fill out the Knowledge Transfer Template completely.	8

Within the Last Few Days Before Departure:*

	Completed
Personal objects should be removed from offices and lockers.	9
All keys, ID badges, company credit cards or travel cards, and parking permit/parking garage smart tag should be returned to Transportation & Parking department.	10
Return any company items to the appropriate office, including your personal computer, cell phone, pager, long distance calling card, and copy card, and consult with IT to delete all remaining electronic files containing company data or company licensed software from your personal computers, handheld devices, and electronic media.	11
If applicable, complete a Conflict of Interest Statement.	12
Set up an appointment with Compliance and Immigration Services if you are a foreign national to discuss the necessity of preserving your status.	13

After the departure:*
Completed
Any change of address should be reported. 14
Having exit interview and knowledge transfer. (List of important contacts, reporting ongoing projects etc.) 15
Control and complete of paperwork. 16
Employee Signature*
Clear
Supervisor Signature*
Clear
Date of Signed*
MonthDayYear
Date
Should be Empty:

	Completed
Any change of address should be reported.	14
Having exit interview and knowledge transfer. (List of important contacts, reporting ongoing projects etc.)	15
Control and complete of paperwork.	16