Offboarding and Exit Checklist
An employee leaves — access, equipment, and responsibilities are handed over by checklist
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Why you need it
The employee has left, but still had access to the CRM and corporate email for another three months. The laptop came back without its charger, and clients heard about the manager’s departure from competitors.
The resignation letter starts an exit checklist: IT revokes access, the office manager takes back equipment, and the manager assigns who takes over the work. The exit interview records the reasons for leaving, so you can see why people go.
What’s inside
- Resignation letter
- Exit checklist by department
- Handover of work and clients
- Exit interview
- Reasons for leaving and turnover