Managing employee offboarding effectively is essential for ensuring a smooth transition, maintaining compliance, and protecting company assets. Our Employee Offboarding Documentation Checklist in Excel is a ready-to-use, structured template that helps HR teams track and manage offboarding tasks efficiently. This comprehensive checklist ensures that no critical step is missed, reducing security risks and administrative overhead.
Key Features:
Two Structured Worksheets:
Employee Offboarding Documentation Checklist Sheet:
- The main sheet to track and update offboarding tasks.
List Sheet:
- Contains a unique list of responsible persons for creating a drop-down in the main table.
User-Friendly Checklist Table:
- Track key offboarding tasks with columns for Checklist Item, Description, Responsible Person, Deadline, Remarks, and Status (✔ or ✘).
Automated Progress Tracking:
- Displays key metrics like Total Count, Checked Count, Crossed Count, and a Progress Bar to monitor completion.
Drop-down List for Assigned Personnel:
- Ensures easy selection of responsible team members for each task.
Customizable & Scalable:
- Adapt the checklist to fit your organization’s offboarding requirements.
