Employee Off-Boarding Checklist
Each time you end a contract with an employee or freelancer, complete these processes to ensure a smooth and efficient off-boarding experience for your team member.
Employee Off-Boarding Checklist
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Professional thank your employee or freelancer for their time and work (meeting, phone, email, etc) However you usually communicate with each team member
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Begin the knowledge transfer process
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Gather employee client knowledge (VIP clients, current situations,etc)
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Project knowledge
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Daily routine
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All logins and passwords
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Prepare off-boarding paperwork
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Letter of resignation or termination
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Non-disclosure and non-compete agreements
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Employee benefits document(s)
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Recover all company assets
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Revoke access to all internal and external platforms and software
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Change passwords to all internal and external platforms and software
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Announce team members departure to the rest of the team or company
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Schedule an exit interview
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Plan a good-bye gift, lunch, card, etc for employee
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Update employee directory
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Begin transfer of responsibilities or onboarding of new employee
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Update payroll (send out last payroll check and end employment in payroll system)
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Write a letter of recommendation (if requested)
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End employment (change status of employee)
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Remove employee from all communication forms
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Remove employee from all upcoming meetings and projects
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Update employment status with insurance provider, 401K, benefits, payouts, etc
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Close/file employee folder
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Clean employees desk and have desk area ready for future employee
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