Employee Leaving Checklist - List 🗹 | Here There and Everywhere

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An employee leaving checklist or off boarding checklist for you to action when an employee leaves the company.

Employee Leaving Checklist - List

Like preparation you make for an employees first day, you will need to prepare for the their last. Ensure you have procedures in place for guiding the employee though his or her termination, and procedures for housekeeping just before they leave. Consider preparing and then using a checklist or off boarding guide such as the one below, and most importantly make this process as easy as possible for the employee as people will ask them what it was like to work with you, if they are able to say a pleasure where everything worked smoothly, all the better. Collect honest feedback which will help you with your business, if managed correctly the employee might even return one day bring you back a new set of skills.

Synonyms/tags: employee leaving checklist, leaver checklist , employee termination checklist, offboarding guide

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Employee Leaving Checklist - List

During employee leaving : Ensure their line manager, the human resources department and IT is informed.

During employee leaving : Ensure the employees team is made aware.

During employee leaving : Ensure a handover has been organised if someone if taking over the responsibilities in the interim. Ensure coverage of daily routine, repeated processes, systems accessed, files accessed, important contacts.

During employee leaving : Start the recruiting process for a replacement.

During employee leaving : Ensure there is a written resignation or termination letter which identifies the resignation date, or the termination date, the reason for leaving and ensure that this documentation has been filed.

During employee leaving : Where applicable, ensure any nondisclosure and non compete agreements are in place.

During employee leaving : Ensure remaining annual leave arrangements are discussed.

During employee leaving : Obtain final remaining expense reports and process.

During employee leaving : Obtain and process final time sheets if applicable.

During employee leaving : Ensure leaving date has been agreed and if all or part of the notice will be worked.

During employee leaving : Prepare any existing benefits documents which may be required (e.g., explanation of ongoing benefits, retirement or pension plan transfer, unemployment insurance.

During employee leaving : Calculate employees final salary and process final payroll.

During employee leaving : Ensure the firm has no entitlements due from the employee, for example if resigned shortly after relocation assistance given or after organised training.

During employee leaving : Ensure any petty cash advances are paid back.

During employee leaving : Ensure employee has final salary slip.

During employee leaving : Ensure employees forwarding address is correct.

During employee leaving : Ensure P45 is prepared and given to the employee.

During employee leaving : Ensure the tax department e.g. HRMC is notified of the employee leaving.

During employee leaving : Run reports on unbilled time, account receivables owned by employee if applicable.

During employee leaving : Conduct exit interview for employee.

During employee leaving : Ensure employee joins an alumni network such that you can get further feedback, gain referrals from that employee.

During employee leaving : General : Inform the employees clients of their departure, remember the client may have external access accounts for the employee to use which will need to be changed.

On employee leaving : Benefits : Cancel benefits health insurance.

On employee leaving : Benefits : Cancel benefits death in service.

On employee leaving : Benefits : Ensure company car including keys, parking permits, petrol cards etc have been returned.

On employee leaving : Authority : Terminate signing authority of employee at banks if applicable.

On employee leaving : Administration : Arrange leaving card/gift if applicable.

On employee leaving : Administration : Ensure any desk, file cabinet or file room keys are returned.

On employee leaving : Administration : Ensure any company credit cards are returned.

On employee leaving : Administration : Ensure all company records in this employees possession, custody, or control have been reviewed for records management compliance, or have been identified for reassignment of responsibility.

On employee leaving : Administration : Ensure employee had returned of all job/client files and documents to filing.

On employee leaving : Infrastructure : Ensure Laptop/Tablets/Computers have been returned.

On employee leaving : Infrastructure : Ensure mobile/Cell phone has been returned.

On employee leaving : Infrastructure : Ensure any company owned external hard drives and USB sticks have been returned.

On employee leaving : Infrastructure : Ensure any login security devices such as dongles and pin cards are returned.

On employee leaving : Infrastructure : Ensure the leavers desktop, table and phone has been reconditioned.

On employee leaving : Access : Ensure Security pass has been returned.

On employee leaving : Access : Ensure if employee has any building and office keys they have been returned.

On employee leaving : Access : Remove or disable access to userIDs of network/laptops/desktop/tablets.

On employee leaving : Access : Cancel access to cell phone provider.

On employee leaving : Access : Remove website remote access.

On employee leaving : Access : Remove Dial:in remote access.

On employee leaving : Access : Remove Virtual Private Networking (VPN).

On employee leaving : Access : Ensure the employee has been removed from the internal network and any rights have been revoked.

On employee leaving : Access : Ensure any sharing of external share areas has been revoked, OneDrive, dropbox etc.

On employee leaving : Access : Remove intranet access.

On employee leaving : Access : Remove access to internal, external software employee had access to.

On employee leaving : Access : Remove access to Email.

On employee leaving : Access : Remove access to Cloud storage/file sharing.

On employee leaving : Access : Remove access to blogs and company social media.

On employee leaving : Clean up : Ensure data from laptop/tablet is deleted or archived.

On employee leaving : Clean up : Ensure data from phone is deleted or archived.

On employee leaving : Clean up : Ensure employee is removed from organisation chart.

On employee leaving : General : Update employees email account notifications if applicable.

On employee leaving : General : Update employees voicemail notifications if applicable.

On employee leaving : General : Remove references in internal voicemail directory.

On employee leaving : General : Remove references of employee from phone list.

On employee leaving : General : Remove employee from building directory.

On employee leaving : General: Remote references of employee from company website if applicable.

On employee leaving : General : Remove references of employee from social media/online adverts if applicable.

On employee leaving : General : Reassign all files/jobs/matters the employee had.

On employee leaving : Software : Review remaining calendars/meetings/deadlines with employee to ensure allocated elsewhere.

On employee leaving : Software : Disable/terminate/flag as leaver at payroll provider.

On employee leaving : General : Return any personal property of employee.