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Employee exit checklist & offboarding

Offboarding progressJordan Taylor · 16 of 16 completed (100%)
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Manage employee separations systematically with complete verification of IT access revocation, asset returns, and final payroll obligations.

Employee & separation details
1. Security & IT access deactivation
2. Company property recovery
3. Payroll & benefits administration
4. Knowledge handover & administration
Employee Exit & Offboarding Checklist
Small Business Owner Network (sbon.org) · Personnel Separation Record
Date: November 14, 2026

Employee & Separation Details

Company: Apex Hardware Supply
Employee Name: Jordan Taylor
Department / Role: Warehouse Specialist
Manager / HR: Alex Morgan, Operations Director
Separation Date: November 14, 2026
Separation Type: Voluntary Resignation
Forwarding Contact: 742 Evergreen Terrace, Milwaukee, WI 53202 | (414) 555-0182 | jtaylor@example.com

1. Security & IT Access Deactivation

[✓]Corporate email, Google Workspace, or Microsoft 365 accounts deactivated
[✓]Software access revoked (POS, inventory, CRM, accounting, and admin tools)
[✓]Physical building access keycards, fobs, gate passes, and alarm codes disabled
[✓]Passwords changed, 2FA credentials removed, and VPN network access terminated

2. Company Property Recovery

[✓]Hardware returned (Laptop, charger, monitor, tablet, and company phone)
[✓]Physical keys collected (Facility doors, file cabinets, warehouse, company vehicle)
[✓]Corporate credit cards and purchasing accounts recovered and closed
[✓]Company tools, uniforms, badge IDs, safety equipment, and supplies returned

3. Payroll & Benefits Administration

[✓]Final hours, timesheet punches, and approved overtime reconciled
[✓]Accrued unused vacation / PTO balance calculated per company policy
[✓]Final paycheck prepared in accordance with state wage payment statutory deadlines
[✓]COBRA / health continuation notice and retirement 401(k) rollover information provided

4. Knowledge Handover & Administration

[✓]Active projects, client relationships, and work in progress reassigned
[✓]Important process documentation, passwords, and reference files archived
[✓]Exit interview conducted and constructive feedback documented
[✓]Personnel file updated and departure details archived for reference requests

Acknowledgment: Signatures record review of the task statuses shown above. Unchecked tasks remain open.

Supervisor / HR Representative Signature
Alex Morgan, Operations Director
Date
Departing Employee Signature
Jordan Taylor
Date

Draft saved in this browser only. Nothing is uploaded.

Employee exit and offboarding best practices

Track a departure

Use this checklist to record access changes, returned equipment and handover tasks. For example, checking 4 of 16 tasks shows 25% complete. The percentage describes your entries only.

Common mistakes

Check a task only after it is done. This checklist does not determine pay deadlines, benefits eligibility or legal compliance.

How to use Employee exit checklist & offboarding

  1. Enter the employee, company, manager, and departure details.
  2. Check off completed tasks across IT security, property returns, payroll, and knowledge transfer.
  3. Click Print / Save PDF to review and sign the final separation record.

Information entered stays in your local browser only. This form provides an administrative offboarding checklist and does not constitute formal legal counsel.

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