HR Offboarding Checklist

HR OFFBOARDING CHECKLIST

Employee Information

Employee Name:

Position & Employment Details

Job Title:    Department:

Reporting Manager:

Offboarding Checklist — Company Property

For each item below, check when completed and provide return date or identifier where applicable. Company reserves the right to deduct for unreturned property as permitted by law.

IT & Access Termination

IT must complete the actions below prior to or on the employee's last day. Check when completed and include responsible party initials if applicable.

Disable Active Directory / Primary Login Account — Completed Date: Initials:

Email Forwarding/Auto-Reply Set — Completed Date: Initials:

Revoke Access to Internal Systems (list below) — Completed Date:

Payroll, Benefits & Final Compensation

Final Paycheck Issued: Date Issued:

Accrued Paid Time Off (PTO) Balance Reviewed: Payout Amount:

Compliance, Confidentiality & Post-Employment Obligations

Employee acknowledges continuation of obligations under any executed confidentiality, non-disclosure, intellectual property assignment, or non-solicitation agreements. Employee affirms that all proprietary information, trade secrets, and work product have been returned and will not be retained or disclosed.

Employee subject to post-employment restrictions: If checked, describe restrictions and documents:

Personnel Record Update

Update HRIS / Personnel File: Date Updated:

Employee Certification & Authorizations

I certify that all items checked above have been completed to the best of my knowledge and that I have returned all company property. I understand that failure to return property may result in deductions from final compensation as permitted by law and that I remain bound by any confidentiality or other post-employment obligations executed during my employment.

I authorize the company to process final payroll adjustments and to contact relevant departments to effectuate benefits and retirement actions necessary to finalize my departure.

HR Administrative Information (For HR Use)

Reason for Separation:

Eligible for Rehire: HR Notes:

Employment Record Snapshot (Required Fields)

Previous Employer 1 — Company: Title:

Dates Employed:

Previous Employer 2 — Company: Title:

Dates Employed:

Education

Degree: Institution:

Graduation Date:

References (For Personnel File)

Reference 1 — Name: Phone: Email:

Reference 2 — Name: Phone: Email:

Reference 3 — Name: Phone: Email:

Legal Notices

At-Will Employment: This document does not alter the at-will employment relationship except where expressly provided in a signed written agreement. Either the employee or the company may terminate employment at any time, with or without cause, to the extent permitted by law.

Equal Opportunity: The company prohibits discrimination or harassment of any type and affords equal employment opportunities to employees and applicants without regard to protected characteristics. This offboarding process will be conducted consistent with company policy and applicable laws.

Applicant Certification (Record)

I certify that all information contained in this personnel record is true and complete to the best of my knowledge and that I have provided accurate information regarding my employment history, education, and references. I authorize the company to contact previous employers for verification as necessary to maintain accurate records.

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