BambooHR Employee Offboarding Checklist and Exit Interview Guide
Handle departures respectfully and completely.
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Create an offboarding process. Reasons for leaving covered (resignation, end of contract, redundancy): [CASES]. Systems, equipment and access: [SYSTEMS_AND_EQUIPMENT]. Knowledge handover needs: [HANDOVER]. Final pay and documents: [FINAL_PAY_AND_DOCUMENTS]. Present a checklist as a table by owner (HR, manager, IT, finance, the employee) with timing relative to the last day: notice acknowledgement, handover plan, access removal on the last day, return of equipment, final pay checks, benefits information, references policy, and exit interview. Add safeguards: preserve records as policy requires and treat all information with respect. Write exit interview questions that are voluntary, non-leading and confidential where possible, a method to summarise themes without identifying individuals, and a template email announcing the departure to the team with the person's agreement. Offboarding should be kind and secure. This is administrative and educational support, not legal or employment advice; rules on employee data, leave, pay and discipline vary by place, so list what HR or a qualified adviser must confirm [VERIFY].
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