Your Guide to Employee Offboarding

Protect your people, your data, and your business with a consistent offboarding process.

A thoughtful offboarding process reinforces your culture just as much as onboarding does, while also ensuring every compliance, security, and operational detail is handled correctly. This checklist gives HR, IT, managers, and payroll a simple, repeatable workflow to ensure every exit is smooth, secure, and by the book. Use it to standardize tasks, reduce risk, and safeguard your culture from first day to last.

What’s inside:

• A customizable, editable template 
• A 6-step offboarding framework covering documentation, knowledge transfer, access removal, payroll, and communication
• Detailed checklists with owners and due dates to keep teams aligned
• Best practices for protecting data, preserving culture, and reducing manual work