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Employee Exit Checklist

Free employee offboarding checklist template — access removal, equipment return, and knowledge transfer.

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This free employee exit checklist covers Before Last Day, Last Day, After Departure with 4 clearly marked [placeholder] fields to fill in — built for small business owners and first-time managers handling an HR moment professionally without a dedicated HR department to lean on. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.

Template — click to edit

Employee Exit Checklist: [Employee Name]

Last Day: [Date] · Manager: [Name]

Before Last Day

[ ] Exit interview scheduled
[ ] Knowledge transfer/handoff plan created
[ ] Final pay and PTO payout calculated

Last Day

[ ] Company equipment returned (laptop, badge, keys)
[ ] System access revoked (email, tools, VPN)
[ ] Final expense reports submitted
[ ] Forwarding contact info collected (if appropriate)

After Departure

[ ] Final paycheck issued per [State] timeline
[ ] Benefits continuation info sent (e.g. COBRA in the US)
[ ] Email auto-reply/forwarding set up
[ ] Team notified of departure and coverage plan

*Revoking system access on the actual last day (not "sometime that week") is the step most often missed and the one with the most real security consequence.*

Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.

What's included

Edit online — click the document, fill in placeholders, download a PDF
3 standard sections: Before Last Day, Last Day, After Departure
4 clearly marked [placeholder] fields for quick personalizing
Free to use — no account or signup required
Fully editable — adjust any clause to match your actual situation
Fixed docstoc.io footer on every PDF (not removable)

Who this template is for

Freelancers & solo founders

Handling routine business paperwork without commissioning custom legal drafting for every document.

Small businesses

Standardizing recurring documents — leases, agreements, notices — across a growing operation.

Anyone reviewing before signing

Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.

Growing teams

Formalizing hiring and performance processes as a company adds its first employees.

FAQ

Is this employee exit checklist template really free?

Yes, completely free — view, edit, and download this employee exit checklist as a PDF without creating an account.

What does this employee exit checklist cover?

This hr template includes Before Last Day, Last Day, After Departure. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.

Is this legal advice?

No. This follows common HR practice, but requirements around notice, classification, and required disclosures shift by state and change over time. Get an employment attorney or HR professional to confirm compliance for your specific situation before relying on it.

Can I edit the wording?

Yes. All 4 placeholder fields and every clause are editable right on the page — change what doesn't fit, then download an updated PDF anytime.

Where can I find more free templates like this?

Browse more free hr and related document templates in the docstoc library at /document-templates/.

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Why use this instead of a generic template

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Templates are drafted for general use, not a substitute for legal advice — check the note on each page for specifics.

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Copy the subject and body directly — no form to fill in, no export step, no waiting on a download link.

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