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Employee offboarding process template

Coordinate HR, the manager and IT when an employee leaves. Adapt access-removal timing and employment obligations to your organization and jurisdiction.

Free to edit. No account needed.
7 steps
YesNoPlan recordedConfirm the departureHR coordinatorPlan the handoverLine managerRevoke accessIT administratorAll equipment returned?IT administratorTrack outstanding assetsHR coordinatorComplete final checksHR coordinatorClose the offboardingHR coordinator

The procedure, step by step

  1. Confirm the departure

    HR coordinator

    Confirm the last working day, departure type and who needs to be notified. Handle the information confidentially.

  2. 2

    Plan the handover

    Line manager

    Assign a receiving owner for active work, shared documents and customer relationships.

  3. 3

    Revoke access

    IT administrator

    At the authorized time, disable accounts, revoke sessions and transfer ownership of shared resources.

  4. All equipment returned?

    IT administrator

    Check issued devices, badges and other assets against the asset register.

  5. 5

    Track outstanding assets

    HR coordinator

    Record missing items, agree a return plan and escalate exceptions under the organization’s policy.

  6. 6

    Complete final checks

    HR coordinator

    Review payroll, benefits, required records and the handover with the responsible teams.

  7. Close the offboarding

    HR coordinator

    Record completion and unresolved exceptions, then retain records according to the organization’s policy.

Expected outcome

A documented departure with access revoked, assets accounted for and outstanding obligations reviewed.

More starting points

Standard operating procedure templateProcess map templateIncident response runbook template

These are example procedures, not legal, compliance or security advice. Adapt them to your team’s policies before use.