No matter how tough it feels when someone leaves your team, you can’t let your business take a hit.
It’s your job to make sure the offboarding process is smooth so that nothing falls through the cracks and everything keeps running smoothly.
We get it – your plate is already overflowing, and it’s easy to miss a few things here and there.
That’s why we’ve put together a ready-to-use Employee Offboarding checklist.
It’s designed to lighten your load and ensure that offboarding doesn’t slow down your business growth.
Just grab it when you need it, and you’ll be all set.
Remember:
This template is for ClickUp users.
If you use a different PM tool, follow this checklist as a guide or contact us for a customized setup.
What is an Employee Offboarding checklist?
Employee Offboarding Checklist is a set of tasks that ensure when someone leaves your company, you don’t miss anything vital.
Think of it as your trusty guide through the offboarding process, from sending timely reminders to securing company assets and planning exit interviews.
We’ve created a comprehensive Employee Offboarding Checklist within ClickUp to help you to streamline the transition process.
Using the checklist, you can offboard employees seamlessly, keeping your operations efficient and disruption-free.
Besides ensuring a smooth offboarding process, having a checklist helps you stay compliant with local employment laws. This way, you avoid potential lawsuits and keep your business protected.
Benefits of Having an Employee Offboarding Checklist
So far you have got a basic understanding of what an Employee offboarding checklist is.
Let’s swiftly go through a couple of benefits that you can achieve using an employee offboarding checklist.
Continuity of Work
The employee offboarding checklist assists you in making sure that all tasks linked to the departing employee keep running smoothly.
It’s crucial to go over ongoing projects, assignments, and important files, contacts, and resources. This helps to keep everything streamlined and on track.
Transfer of Knowledge
Offboarding Checklist helps you to gather knowledge from senior employees before they leave, ensuring important institutional knowledge is retained.
Secure Company Assets
Using a checklist you will never miss to get employees to return company equipment and wrap up system access like email and CRM systems before they leave.
Relationship Maintenance
Most importantly, using a checklist will make it impossible to miss any part of your onboarding process. This will ensure that you don’t overlook any legal or ethical details that could be used against you or your business.
Additionally, it sustains positive connections with former employees.
Employee Offboarding Checklist in Click Up
Our ClickUp Employee Offboarding checklist is specifically designed to simplify and standardize the departure process, ensuring that you can manage it with ease.
ClickUp’s Employee Offboarding checklist covers all essential steps of employee exits, ensuring a structured approach. It includes ClickUp features such as:
Custom Fields: Add fields to sort and track important information.
List Views: The list view contains the list of all the checklist tasks.
Calendar view: To schedule exit interviews, and Table view to track returned equipment.
Automation: Automate tasks and connections to make offboarding smoother.
Gantt View: See the timeline of each task of an employee’s offboarding with the Gantt chart view.
Using these features in ClickUp’s employee offboarding checklist, it makes everything smoother and more organized. Departing employees have a better experience, and the organization keeps running smoothly.
How to Apply Checklist in ClickUp
The checklist that we have created will help you to streamline the whole employee offboarding process. So next time when someone part ways with your company, you don’t feel lost.
To access this template directly in ClickUp, simply click on the provided link. Once there, choose the workspace, folder, or list where you want to apply the template.
Additionally, you have the option to save this template in your Saved Templates Library for future use, allowing you to easily use it multiple times across the offboarding of different employees within ClickUp.
Then, invite relevant members or guests to your Workspace to begin collaborating. Now, fully utilize this template to effectively manage employee departures.
Notes:
This checklist initiates with ‘’resignation approval’’; related tasks update automatically when its due date is adjusted, and then set due date of the task ‘’set as the second last day of employment’’.
You can customize this template to align with your company’s specific requirements:
- You can adapt each task and change the description according to your organization’s utilization.
- Custom fields in this checklist allow you to tailor your fields, this flexibility helps in capturing and organizing specific information such as assignee, priority levels, due dates, time tracking, time estimates, roles, and more.
How to Use Employee Offboarding Checklist in ClickUp
ClickUp’s Employee offboarding checklist is designed to streamline and standardize the offboarding process for departing employees.
This checklist contains all the necessary sections and content to guide you through each step of the employee departure process.
By following these steps using ClickUp’s Employee Exit Process Template, you’ll handle the employee departure professionally and effectively.
Resignation Approval:
It’s the first task of the pipeline which is basically about accepting the employee’s resignation (You can also use it to track the date of termination – like who knows what the scenario could be, right?).
Once the resignation is approved, the checklist moves forward by setting task due dates for the second-to-last day of employment. Updating these tasks will change the due dates of the rest of the tasks so you don’t have to put in the effort to update their due dates manually.
Plan and Schedule knowledge Transfer Session
This task will help you to plan and schedule the knowledge transfer session with the departing employee to make sure that you will get all the required information including important procedures or login information for the further continuity of work.
Update Team about Resource Departure
The checklist includes the task of updating the team about the resource departure. Inform the team and relevant departments about the employee’s departure. So they update any internal communication channels or groups.
Schedule and Conduct Exit Interview
Schedule and conduct an exit interview with the departing employee and there is a set of questions that you can ask like the reason for leaving, company culture, and feedback related to the company. You can also customize it according to your requirements.
Get all Office Equipment from the Resource
Retrieve all office equipment from the departing employee before their departure. This ensures that the organization retains its assets and prevents any potential loss or misuse of company property.
Confirm the Condition of the Equipment
This task will help you to ensure equipment condition is verified and consult the reporting manager to confirm assigned equipment. Assess the physical condition and document any damages with screenshots. If there is any password, please remove it altogether.
Update Asset List to Deallocate the Equipment
Update the asset list to reflect the removal of equipment assigned to the departing employee, ensuring accurate inventory records and efficient resource management.
Remove Digital Presence
Using an employee offboarding list, it is essential to deactivate accounts, remove digital presence, and revoke access from internal systems and shared accounts. Disable building access by deactivating keycards to streamline security and ensure a smooth departure process.
Update Project Assignments in the Project Management Tool
Update project assignments in the project management tool due to an employee’s departure, and reassign ongoing projects to other team members promptly. Ensure that all tasks are redistributed to prevent gaps or delays in project progress.
Give Final go-ahead for Clearance
Before finalizing the employee’s departure, ensure the finance team processes all remaining dues and payments owed to them. Double-check everything for accuracy before marking the process as closed and informing your reporting manager.
Do Final Clearance for the Resource
Before finalizing the employee’s departure, ensure the finance team handles all final payments, retirement plans, stock options adjustments, tax liabilities, and loan repayments. This ensures thorough financial closure in line with company policies and regulations.
Conclusion
Saying goodbye to employees can be challenging, yet having a streamlined and efficient employee exit process is crucial.
Utilizing our free Employee Offboarding Checklist template will help you ensures a smooth transition for departing employees.
It will enable you cover all the bases—from notifying everyone who needs to know to ensuring company belongings are returned and exit interviews are conducted.
This way, you keep things running smoothly, minimize any legal headaches, and leave a positive impression on departing team members.
It’s about making sure both sides part ways on good terms and keeping your organization on track.
