Employee Offboarding Checklist Template
A free employee offboarding checklist for HR and IT. Track returned equipment, closed accounts and handover for every person who leaves the company.
Customize the pages and design to fit your needs.
About this template
Fill in one offboarding checklist for each departing employee. Record the last day, returned equipment, accounts turned off, email forwarding and work handover, so access ends on time and nothing is left behind.
Common uses
- HR teams handling departures
- IT teams closing accounts
- MSPs offboarding client staff
Key features
- Equipment return checklist
- Accounts turned off
- Email and work handover
What this template asks
What's your name?
Short Text
What's your work email?
Email
Who is leaving?
Short Text
What's their job title and team?
Short Text
When is their last day?
Date
Why are they leaving?
Single Choice · Resigned, Let go, Contract ended, Retired, Something else
Which equipment was returned?
Multiple Choice · Laptop or computer, Phone, Monitor and accessories, Badge or keys, Company card, Nothing to return
Which accounts are turned off?
Multiple Choice · Email, Single sign on, Team chat, VPN, Shared drives, Admin accounts, Building access
What should happen to their email?
Single Choice · Forward to their manager, Auto reply only, Close it
Has their work been handed over?
Yes / No
Is an exit interview booked?
Yes / No
Anything still to do?
Long Text · Optional
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
What should an employee offboarding checklist cover?
The last day, the reason for leaving, returned equipment, accounts turned off, what happens to their email, work handover and the exit interview.
Who should fill it in?
HR or the manager starts it, and IT confirms the accounts and devices. Many teams fill it in on or just after the last day.
Can I pair it with an exit survey?
Yes. Use this checklist for the steps your team takes, and send the person leaving the exit survey template to hear their feedback.