Offboarding checklist pdf 2026

1. Click ‘Get Form’ to open the offboarding checklist in the editor.
2. Begin by entering the employee's name and TECH ID# in the designated fields at the top of the form. This information is crucial for HR records.
3. Fill in the classification, working title, department/college, supervisor’s name, bargaining unit, and separation date. Ensure accuracy as this data impacts processing.
4. Review each pre-separation activity listed. Mark completion dates and add notes as necessary to track progress on tasks such as notifying HR and preparing for work transitions.
5. On the employee’s last day section, ensure all items are collected from the employee. Document completion dates and any relevant notes.
6. Finally, sign and date the checklist at the bottom before submitting it to HR along with any required forms.

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