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General Offboarding Checklist

A 15-task offboarding checklist for all departing employees. Covers IT access revocation, knowledge transfer, exit interview, equipment collection, final payroll, and benefits continuation.

Every departure needs a structured process, whether the employee is in engineering, sales, or operations. This template covers the universal tasks that apply to any role. For the full offboarding methodology, see The Complete Offboarding Checklist for Jira.

15Tasks
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, passwords/credentials (in vault), 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 or reimbursements
  • 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. Set up email forwarding if needed
  • 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
  • Process final paycheckHR
    Process final paycheck including unused PTO payout, bonuses, and expense reimbursements
  • 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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