Streamline your offboarding process with our Employee Offboarding To-Do List in Excel! This ready-to-use template ensures a smooth transition for departing employees by tracking every essential offboarding task in a structured manner. It helps HR professionals, managers, and IT teams efficiently manage checklist items, asset returns, and system access revocations while maintaining compliance and security.
Key Features:
Comprehensive Offboarding Checklist:
A structured table to track each offboarding task, including returning assets, revoking system access, and completing exit interviews.
Progress Tracking:
A top-section summary with total tasks, completed tasks, pending tasks, and a progress bar for quick monitoring.
Status Updates with Symbols:
Easily update the checklist with ✔ (completed) or ✘ (pending) to track task status in real-time.
Responsible Person Assignment:
Assign each task to a designated department (HR, IT, Admin, Finance, etc.) for accountability.
Deadline Management:
Set deadlines for each checklist item to ensure timely completion.
Automated Drop-Down List:
A separate List Sheet Tab allows automatic assignment of responsible persons, reducing manual errors.
User-Friendly & Customizable:
Modify the checklist to fit your organization’s unique offboarding policies effortlessly.
