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: ______________

Manager signature: ___________________________  Date: ______________

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General template only — not legal advice. Have employment counsel review before use, especially for state-specific requirements. Downloaded from AskHrAI (https://askhrai.com/forms/exit-checklist).