Build your employee offboarding checklist.
Keep equipment returns, access-removal requests and knowledge handovers visible.
How to build your employee offboarding checklist
Describe the job
Keep equipment returns, access-removal requests and knowledge handovers visible.
Review the first version
Keep equipment returns, access-removal requests and knowledge handovers visible.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A employee offboarding checklist example
A departing employee returns a laptop but has not transferred a project folder.
Employee offboarding checklist example
- Record
- Employee offboarding checklist · 01
- Owner
- HR coordinator
Current stage · HR coordinator
Open the employee reference
A departing employee returns a laptop but has not transferred a project folder.
Read the full walkthrough
Open the employee reference
A departing employee returns a laptop but has not transferred a project folder.
- Record:
- Employee offboarding checklist · 01
- Owner:
- HR coordinator
Review the completion
Keep the handover task open rather than equating asset return with complete offboarding.
- Stage:
- Awaiting line manager review
- Owner:
- Line manager
Leave the project-folder handover open
Leave the project-folder handover open after the laptop has been returned.
- Next action:
- Leave the project-folder handover open after the laptop has been returned.
- Owner:
- Employee
What to include in your employee offboarding checklist
Assign the leaving tasks
Keep the last working day, equipment returns, project handovers and access-removal requests with the departing employee’s administrative reference.
Keep each handover independent
A returned laptop does not confirm that a project folder has been transferred. Show the task owner and missing completion for each requirement.
Close only the confirmed work
Record the evidence or confirmation needed for an individual task rather than treating the leaving date as completion of the checklist.
Use a checklist for the role
Choose the equipment, shared work and business-system requests that apply to this departure instead of copying every task to every employee.
Track access-removal confirmation
Keep the request and the system owner’s confirmation distinct. The checklist itself does not revoke an account.
Questions about employee offboarding checklist
Other work may remain, such as a project-folder transfer or system-access confirmation. Keep those requirements visible until their owners respond.