Get the free Checklist for Exiting Employees

COLLEGE OF DESIGN EXIT CHECKLIST EMPLOYEE NAME: Each supervisor is responsible for going through this checklist with each departing employee. Not all items will be appropriate for all employees. Submit

How to fill out checklist for exiting employees

How to fill out a checklist for exiting employees:

1. Ensure all necessary paperwork is completed: This includes collecting any outstanding documents such as expense reports, timesheets, and any other required forms. Make sure all paperwork is properly filled out and signed.
2. Collect company property: Check if the employee has any company-owned items such as laptops, smartphones, access cards, or keys. Create a section on the checklist to track the return of these items.
3. Account access and passwords: Update the checklist to include a section that lists all the employee's accounts and passwords that need to be deactivated or transferred. This can include email accounts, project management tools, and any other systems they have access to.
4. Inform IT and HR departments: Notify the relevant departments about the employee's departure so they can take necessary actions. IT may need to set up auto-replies for the email account or disable access to certain systems.
5. Communication and exit interview: If there are any communication requirements or an exit interview scheduled, note them on the checklist. This can include notifying team members, clients, or stakeholders about the employee's departure.

Who needs the checklist for exiting employees?

1. Human Resources department: HR is primarily responsible for managing the employee offboarding process. They need a checklist to ensure all necessary steps are completed and that company policies and legal requirements are followed.
2. Managers or supervisors: The employee's direct supervisor needs the checklist to oversee the offboarding process and ensure all tasks are completed. They can collaborate with HR to make sure nothing is overlooked.
3. IT department: The IT department should receive a copy of the checklist to handle account deactivations, password changes, and the collection of any company-owned devices. This ensures data security and prevents unauthorized access.
4. Legal department: In some cases, the legal department may need to review the checklist to ensure compliance with local labor laws and contracts. They can provide guidance on any additional requirements or legal considerations.
5. The exiting employee: Providing a copy of the checklist to the employee can help them understand the offboarding process and ensure they fulfill their obligations before leaving. It serves as a useful reference for them to tie up loose ends and hand over responsibilities.

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What is checklist for exiting employees?

The checklist for exiting employees is a document used to ensure that all necessary steps are completed when an employee leaves the company.

Who is required to file checklist for exiting employees?

Human Resources department or the supervisor of the exiting employee is usually responsible for filing the checklist for exiting employees.

How to fill out checklist for exiting employees?

The checklist for exiting employees should be completed by filling in the necessary information about the employee's departure, returning company property, and any other required tasks.

What is the purpose of checklist for exiting employees?

The purpose of the checklist for exiting employees is to streamline and standardize the process of employees leaving the company to ensure all necessary tasks are completed.

What information must be reported on checklist for exiting employees?

Information such as employee name, departure date, returning company property, completing necessary paperwork, and any other tasks required by the company should be reported on the checklist for exiting employees.