Post-Termination Checklist Form
Use this form to record offboarding details and track post-termination tasks through completion.
Termination Details
Terminated Person Name
*
First Name
Middle Name
Last Name
Role / Title
*
Department / Team
*
Manager / Supervisor Name
*
First Name
Middle Name
Last Name
Termination Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Termination Type / Status
*
Voluntary Resignation
Involuntary Termination
Contract End
Retirement
Other
Offboarding Checklist Items
Company property returned
*
Not started
In progress
Completed
Not applicable
System access revoked
*
Not started
In progress
Completed
Not applicable
Building access revoked
*
Not started
In progress
Completed
Not applicable
Email forwarding or mailbox status
*
Not started
In progress
Completed
Not applicable
Knowledge transfer or handoff completed
*
Not started
In progress
Completed
Not applicable
Final pay reviewed
*
Not started
In progress
Completed
Not applicable
Benefits end notice completed
*
Not started
In progress
Completed
Not applicable
Accounts archived or closed
*
Not started
In progress
Completed
Not applicable
Outstanding obligations reviewed
*
Not started
In progress
Completed
Not applicable
Handoff, Notes, and Completion
Final Notes or Exceptions
Items Requiring Follow-Up
Responsible Person / Owner
First Name
Middle Name
Last Name
Target Completion Date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Overall Checklist Status
*
In Progress
Pending Follow-Up
Completed
Blocked
Reviewer / Approver Name
First Name
Middle Name
Last Name
Approval Date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit Checklist
Should be Empty: