Employee Offboarding Checklist

Purpose

Provide the reusable execution checklist for Employee Offboarding. The SOP owns the process and approval rules; this checklist verifies operational closeout.

Departure Setup

• Departure basis/status is confirmed by People Operations.
• Final/effective working date is confirmed.
• Team/Department Lead is informed as appropriate.
• Required approval is confirmed for involuntary termination.
• Applicable notice/contract instructions have been identified.
• Offboarding coordinator is assigned.
• Access-removal timing is determined based on departure circumstances and risk.

Work & Knowledge Handover

• Open tasks/projects are identified.
• Deadlines and commitments are documented.
• Client/vendor context is handed over where applicable.
• Unresolved blockers/risks are documented.
• Required files/work products are in company-controlled locations.
• Recurring responsibilities are reassigned.
• Missing reusable process knowledge is proposed to the SOP Library rather than stored as an exit-only duplicate.

Ownership Transfer

• ClickUp tasks/projects reassigned where applicable.
• Google Drive/files/documents ownership or access is handled appropriately.
• Client/project ownership reassigned.
• Recurring meetings/calendars reassigned or removed.
• Shared/system ownership transferred where applicable.

Access Removal

At the appropriate effective time:

• Company email/identity access handled.
• ClickUp access removed where applicable.
• Google Workspace/Drive access removed/adjusted where applicable.
• Communication-tool access removed where applicable.
• Password-manager/vault access removed.
• GitHub/repository access removed where applicable.
• Hosting/cloud/DNS/platform access removed where applicable.
• Client-system access removed where applicable.
• Privileged sessions/tokens invalidated where applicable.
• Shared credentials changed only where individual revocation is insufficient.
• Any remaining privileged access has been escalated immediately.

Company Assets & Information

• Laptop/computer returned where applicable.
• Other equipment returned.
• Keys/cards/physical access items returned.
• Physical/company records returned.
• Company/client data is retained in approved company-controlled locations.

People Operations Closeout

• Required HR/employment records updated.
• Final administrative/financial processing is assigned/completed according to applicable rules.
• Exit feedback collected where appropriate.
• Completion/employment certificate or approved letter handled where applicable.
• Relevant stakeholders notified of the ownership/contact transition.

Final Verification

• Work handover is complete or has an accountable owner.
• Required access is removed.
• Assets are accounted for.
• Required records/administration are complete or assigned.
• Client/business continuity has an owner.
• Security/legal/financial exceptions are resolved or assigned.
• Offboarding is marked complete in the applicable tracking system.

Completion Record

Team member:
Role:
Departure type:
Final/effective date:
Team/Department Lead:
Offboarding coordinated by:
Access removal verified by:
Completed date:
Outstanding items / owners: