EMPLOYEE EXIT / OFFBOARDING CHECKLIST

Employee: [EMPLOYEE NAME] | Job title: [JOB TITLE] | Department: [DEPARTMENT] Manager: [MANAGER NAME] | Last day: [LAST DAY] | Separation type: [RESIGNATION / TERMINATION / LAYOFF / RETIREMENT]

Accounts & access (complete on last day)

• Disable email, HRIS, payroll, chat, project tools, VPN, and SSO
• Revoke building/badge access and parking
• Remove from distribution lists, shared drives, and admin roles
• Forward email / set out-of-office per [RETENTION POLICY]
• Change shared passwords the employee knew

Equipment & property

• Laptop / desktop returned: [ ] Yes Condition: __________
• Phone / tablet returned: [ ] Yes / [ ] N/A
• Badge, keys, parking pass returned: [ ] Yes
• Company credit card collected and cancelled: [ ] Yes / [ ] N/A
• Other: [LIST] — Collected by: __________ Date: __________

Final pay & benefits

• Final paycheck prepared per [STATE] final-pay timing rules — Pay date: __________
• Accrued unused vacation/PTO paid per policy and state law: __________ hours
• Benefits end date communicated: __________
• COBRA / continuation notice sent: [ ] Yes Date: __________
• 401(k) / retirement distribution options provided: [ ] Yes

Knowledge transfer & records

• Handoff document completed; duties reassigned to: [NAMES]
• Client/vendor contacts notified as needed
• Personnel file updated; separation notes filed
• Exit interview offered: [ ] Completed [ ] Declined Date: __________

Sign-off

HR signature: ___________________________ Date: ______________