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Engineering Offboarding Checklist

A 20-task offboarding checklist for engineering roles. Extends the general offboarding with code access removal, secrets rotation, repository transfer, cloud access revocation, and infrastructure handoff.

When an engineer leaves, security gaps appear fast -- orphaned API keys, unrotated secrets, lingering cloud access. This template ensures nothing is missed. For the full security-focused breakdown, see Employee Offboarding Security Best Practices.

20Tasks
3Phases
5Departments
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  • Notify IT of departureIT
    Inform IT department of the upcoming departure so they can prepare for access revocation and equipment collection
  • Schedule exit interviewHR
    Schedule a confidential exit interview to gather feedback and discuss transition details
  • Knowledge transfer documentationEmployee
    Document key processes, project status, architecture decisions, and outstanding work items
  • Identify handoff recipientsManager
    Assign team members to take over responsibilities, projects, and client relationships
  • Notify payroll of departureHR
    Inform payroll of last working day, final pay calculation, and any outstanding expenses
  • Transfer repo ownershipEmployee
    Transfer ownership of personal repos, update CODEOWNERS files, reassign PR reviewers
  • Revoke cloud accessIT
    Remove access to AWS/GCP/Azure consoles, CI/CD pipelines, and production environments
  • Revoke badge/building accessFacilities
    Deactivate badge access, collect physical keys, and remove from building access lists
  • Collect company equipmentIT
    Collect laptop, phone, monitors, peripherals, and any other company-owned equipment
  • Revoke email and system accessIT
    Disable email account, SSO, VPN, and all application access
  • Conduct exit interviewHR
    Conduct the exit interview, document feedback, and discuss any outstanding concerns
  • Remove from distribution listsIT
    Remove from email distribution lists, Slack channels, and team communication groups
  • Rotate secrets and credentialsIT
    Rotate any API keys, tokens, or credentials the departing employee had access to
  • Update on-call rotationManager
    Remove from PagerDuty/on-call schedules and redistribute rotation slots
  • Process final paycheckHR
    Process final paycheck including unused PTO payout, bonuses, and expense reimbursements
  • Archive branchesIT
    Archive or close open branches and pull requests authored by the departing employee
  • Send benefits continuation infoHR
    Send COBRA/benefits continuation information, 401k rollover options, and related documentation
  • Archive employee filesHR
    Archive personnel files, move shared documents to team ownership, preserve work product
  • Remove software licensesIT
    Reclaim or cancel assigned software licenses (SaaS seats, IDE licenses, cloud accounts)
  • Update org chartHR
    Update organizational chart, team directory, and internal documentation to reflect departure

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