Managing employee exits efficiently is crucial for maintaining company security, compliance, and professionalism. The Employee Offboarding Planner Checklist in Excel is a ready-to-use, structured template designed to streamline the offboarding process. This template helps HR teams track key offboarding tasks, ensure asset returns, revoke access, and maintain compliance with minimal effort.
Key Features of the Employee Offboarding Planner Checklist Template
Comprehensive Offboarding Tracker
Covers all essential offboarding tasks, ensuring a smooth transition for exiting employees.
Two Organized Worksheets
Includes a Checklist Sheet to manage offboarding tasks and a List Sheet for dropdown selections.
Automated Progress Monitoring
Displays total tasks, completed tasks, pending tasks, and a progress bar for real-time tracking.
Predefined Checklist Items
Covers asset returns, access revocation, final payroll settlement, exit interviews, and more.
Dropdown Selection for Responsible Persons
Ensures easy task allocation to HR, IT, Finance, and Admin departments.
Customizable and User-Friendly
Modify the checklist as per your organization’s offboarding policies and workflow.
