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Run a complete employee offboarding checklist with access, assets, and handoff items. Built for hr workflows—tune inputs to your situation. Communicate “why” before “what”.
🇨🇦 Canada · CAD · 2026-03-26, 4:40:32 p.m.
Educational / planning output only — not professional tax, legal, or investment advice.
Ensure a smooth offboarding process by tracking all exit tasks across Access & Systems, Assets, Knowledge Transfer, HR & Admin, and Legal.
Access & Systems
Revoke all system accounts (email, Slack, HR tools)
Revoke SSO / identity provider access
Remove VPN credentials and network access
Change shared passwords and API keys employee had access to
Assets
Return laptop / workstation
Return office keys, access cards, and badges
Return company phone and accessories
Knowledge Transfer
Document all active projects and handoff to successor
Update / transfer ownership of critical documents
Introduce key contacts to replacement or manager
HR & Admin
Process final paycheck including accrued PTO
Confirm benefits termination date and COBRA options
Conduct exit interview
Legal
Remind employee of NDA obligations
Review non-compete clause if applicable
Confirm IP assignment agreement is on file
EMPLOYEE EXIT CHECKLIST ================================================== Employee: [Employee Name] Last Day: [Last Day] Date: 3/26/2026 Progress: 0 / 16 tasks completed ACCESS & SYSTEMS (0/4) ---------------------------------------- [ ] Revoke all system accounts (email, Slack, HR tools) [ ] Revoke SSO / identity provider access [ ] Remove VPN credentials and network access [ ] Change shared passwords and API keys employee had access to ASSETS (0/3) ---------------------------------------- [ ] Return laptop / workstation [ ] Return office keys, access cards, and badges [ ] Return company phone and accessories KNOWLEDGE TRANSFER (0/3) ---------------------------------------- [ ] Document all active projects and handoff to successor [ ] Update / transfer ownership of critical documents [ ] Introduce key contacts to replacement or manager HR & ADMIN (0/3) ---------------------------------------- [ ] Process final paycheck including accrued PTO [ ] Confirm benefits termination date and COBRA options [ ] Conduct exit interview LEGAL (0/3) ---------------------------------------- [ ] Remind employee of NDA obligations [ ] Review non-compete clause if applicable [ ] Confirm IP assignment agreement is on file
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