Guide · 5 min read
Employee exit and offboarding checklist
A respectful, orderly exit process - resignation, handover, clearances, and full and final settlement.
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Exit Checklist
Track offboarding tasks - asset return, access removal, settlement, and letters - for every employee who leaves.
Overview
The Exit Checklist turns offboarding into a list of tasks with owners and status, so nothing is forgotten on the last day.
It covers asset return, access removal, final settlement, and relieving letters. The module is optional and can be enabled by an administrator.
How it works - step by step
- 1A resignation or termination is recorded.
- 2A checklist is created for the leaver.
- 3Tasks are assigned to IT, finance, the manager, and HR.
- 4Owners mark tasks complete as they finish.
- 5Access is removed and assets are collected.
- 6Settlement and letters are issued once all tasks are complete.
Key capabilities
- A checklist of offboarding tasks for each leaver.
- Owners and status for every task.
- Coverage for asset return, access removal, settlement, and letters.
- Progress visible to HR at a glance.
- A permanent record kept with the employee.
- Role-based access to checklists.
Benefits
- No missed clearances.
- Security: access is removed on time.
- Faster, cleaner settlements.
- An auditable exit record.
Who gets what
- HR: full visibility of offboarding progress.
- IT and admin: clear tasks for access and assets.
- Managers: a structured handover process.
What it replaces
- Paper clearance forms.
- Chat reminders to return laptops.
- Spreadsheet trackers.
Common questions
Is the exit checklist optional?
Yes. An administrator can enable it for your organisation.
Who completes the tasks?
Task owners such as IT, finance, the manager, and HR each complete their own items.
See Exit Checklist in action
Start the checklist the day a resignation is accepted, not the last day - clearance takes time.
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Track resignations, notice periods, last working dates, and involuntary separations with their reasons.
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One system of record for every employee - profile, employment history, bank details, documents, and org structure - from onboarding to offboarding.
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