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Employee Offboarding checklist form template

Employee Offboarding checklist form template

£7.90

Our Employee Offboarding Checklist Form Template ensures a thorough and organised process, covering essential steps to smoothly transition departing employees out of the organisation.

Document

Access 12 months (includes updates)
Coverage UK-specific accuracy
Length 573 words · 2 pages
Last updated 16/01/2026
Formats Word · Excel · text · email
Delivery Instant download

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Employee Offboarding checklist

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

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Use

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.

Workflow

Check which resources should be implemeted before and/or after the Employee Offboarding checklist form template, to understand the workflow.

Previous
Letters
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.

This
Employee Offboarding checklist form
Next
Plans
Employee Departure Communications Plan

Our Employee Departure Communications Plan Template outlines steps to ensure seamless and respectful communication internally and externally during employee departures, maintaining company reputation and morale.

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To continue reading, purchase this item or a parent toolkit, library or our full library.

Frequently Asked Questions

Can I use this 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 it compliant with 2026 UK employment law?

Absolutely. As with the Employee Offboarding checklist form template, 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 of the Employee Offboarding checklist form template 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 to it?

Yes. Once purchased, you'll be able to download the Employee Offboarding checklist form template 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 the Employee Offboarding checklist form template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.

Why should I use this Employee Offboarding checklist form template, and not AI to generate it?

The risk of using a free AI-generated template 'without review' includes your legal exposure, missing context, and no awareness of the wider process, whereas purchasing the Employee Offboarding checklist form template from us mitigates that risk.

The Employee Offboarding checklist form template is also included in these bundles:

Offboarding toolkit Offboarding toolkit 10 templates
£34.90

Termination library Termination library 137 templates
£69.90

Full library Full library 771 templates
£99.90

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