Employee Offboarding Checklist form template
Our Employee Offboarding Checklist Form Template ensures a thorough and organised process, covering essential steps to smoothly transition departing employees out of the organisation.
- 2 pages / 573 words.
- Last updated 29/02/2024.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Employee Offboarding Checklist form
1. Notification of Termination:
Prepare a termination letter or acceptance of resignation letter.
2. Final Pay and Benefits:
Calculate the employee's final pay, including any outstanding salary, accrued holiday pay, and other entitlements.
Provide the employee with details of their final pay and benefits, including any severance pay or redundancy package, in writing.
3. Return of Company Property:
Compile a list of company property issued to the employee, including laptops, mobile phones, access badges, and keys.
Arrange for the return of all company property and ensure that the employee signs off on the return of each item.
4. Access and Security:
Notify IT and facilities management to revoke the employee's access to company systems, networks, and premises.
Collect any access badges, keys, or security passes issued to the employee and update access control systems accordingly.
5. Exit Interview:
Schedule an exit interview
You're currently viewing a limited preview. For instant full access, purchase this item or a parent bundle.
This Employee Offboarding Checklist form template aims to offer you a versatile and customisable tool, serving as a solid foundation for your needs. Utilise it to ensure consistency, enhance accuracy, and save valuable time.
Adapt it to suit your unique requirements, ensuring efficiency and effectiveness in your HR processes.
It should be actioned use as soon as the departure of an employee is confirmed (either by resignation or by dismissal).
Flowchart
Flowchart
Check which resources should be implemeted before and/or after the Employee Offboarding Checklist form template, to understand the workflow.
Resignation acceptance letter
If an employee resigns, issue this model resignation acceptance letter to provide specific end of contract information, such as the date of their last day of work.
Exit interview meeting invitation letter
Our Exit Interview Meeting Invitation Letter template streamlines the process, ensuring a smooth and professional communication with departing employees.
Frequently Asked Questions
Frequently Asked Questions
-
Can I use this template in my small business?
Yes. The Employee Offboarding Checklist form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
-
Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
-
Can I customise it for my organisation?
Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
-
Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
-
What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
