Offboarding checklist: when an employee leaves
From the notice to the last day: the handover of work, access and equipment, documents and the final pay, the exit interview. Each task has an owner.
Offboarding is in the free plan of PapaHR: up to 25 employees.
- Check the list below or change it for your company.
- In PapaHR, start offboarding for the person and set the last day.
- The tasks go to HR, the manager and IT; the exit interview is saved in the card.
The checklist: tasks by stages
Offboarding
After the notice
- Receive the resignation, agree on the last working dayHR
- Make a handover plan and decide who takes over the tasksManager
- Tell the team and clients about the departureManager
Last week
- Hand over work, documents and passwords to work systemsEmployee
- Exit interviewHR
Last day
- Collect equipment and pass, close accessIT
- Prepare the termination paperwork and the final payHR
- Say goodbye with the teamManager
After leaving
- Review the reasons for leaving and what to changeHR
Why a checklist for leaving
When a person leaves in a hurry, the company loses the knowledge, and access to email and services stays open. A checklist with owners closes it all in a few days — and the exit interview shows why people leave, while there is still time to change it for the rest.
Questions
What should be in an offboarding checklist?
The handover of tasks and contacts, closing access, returning equipment, documents and the final pay, and the exit interview.
Why an exit interview?
It is the most honest feedback: a leaving person has nothing to lose. Collected over time, the answers show the real reasons for turnover.
How much does it cost in PapaHR?
Offboarding is in the free plan for up to 25 employees.
Close leaving without losses
Sign up, start offboarding — PapaHR reminds everyone of their tasks before the last day.