Exit checklist 2025

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The document is an Employment Exit Checklist that outlines the necessary steps and items to be completed when an employee resigns. It includes tasks such as filing the resignation letter, processing final payments, collecting keys, handling benefits forms, conducting exit interviews, and ensuring the employee's removal from company systems and communications.

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Click ‘Get Form’ to open the exit checklist in the editor.
Begin by reviewing the resignation letter section. Ensure that it is filed correctly in the personnel file for record-keeping.
Next, fill out the final time ticket. This is crucial for accurate payroll processing.
Make sure to collect and document the return of door keys and desk keys. This helps maintain security.
Complete any necessary forms related to 401k distribution, COBRA, and long-term care continuation. These are essential for benefits management.
If applicable, ensure that the final paycheck details are noted and processed.
Conduct an exit interview if required, documenting feedback for future improvements.
Supervise the employee's pack-up and exit process to ensure a smooth transition.
Delete the employee from all network access, voicemail systems, and distribution lists to protect company information.
Discuss with account executives how to manage incoming phone calls post-departure.
Finally, remove the employee's information from the company website as part of their exit process.

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Who is responsible for offboarding?

The responsibility for employee offboarding typically falls to the human resources (HR) department of an organization. HR is responsible for managing the employee lifecycle, including processes such as hiring, training, performance management, and separation.

What is an offboarding document?

An offboarding email is a formal declaration from the employer evidencing the end of someones time with an organization. Whether offboarding is the result of a resignation, retirement, or termination, the HR department must provide a formal letter to manage the last days of employment.

Is offboarding same as termination?

What is offboarding? Offboarding an employee consist of all the decisions and processes that take place when an employee leaves their employment. It is the process that leads to the formal separation between an employee and a company through resignation, termination, or retirement.

How do I make a termination checklist?

Employee termination checklist Review employment contract. Document performance issues if needed. Determine notice period and severance pay. Gather necessary documentation. Consult HR or legal departments. Prepare termination meeting. Meet the employee privately. Explain the reason for the termination.

What is a leavers checklist?

Processing employees that leave your company demands thorough attention through the use of an exit checklist. Also known as a leavers checklist, it is a list of all the actions you need to take whenever someone resigns or is made redundant from your organisation.

What is another name for offboarding?

The last employee transition is offboarding, otherwise known as exit management. Taking place right before the formal separation of an employer and their employee (whether voluntarily or otherwise) offboarding is often overlooked, with more than 70% of organizations lacking a formal exit management policy.

What is offboarding paperwork?

An employee clearance checklist is a document used to track and record clearance-related information for an individual employee. This information may include background checks, drug and alcohol testing, security clearance, and other important employee data.

Exit checklist 2025

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