Get the free Off-Boarding Checklist for Employees - KU Human Resources

Once a Jayhawk, Always a JayhawkOffBoarding Checklist for Employees Transfer/Separation Thank you for your service to the University. As you prepare for your departure, the following steps will facilitate

How to fill out off-boarding checklist for employees

How to fill out off-boarding checklist for employees

1. Review the off-boarding checklist template to familiarize yourself with the required steps.
2. Gather all the necessary employee information such as personal details, employment history, and access accounts.
3. Schedule a meeting with the departing employee to discuss the off-boarding process and collect any company property.
4. Update the employee's status in the HR system and notify relevant departments about the employee's departure.
5. Cancel or transfer any access accounts, email accounts, or software licenses belonging to the employee.
6. Ensure that the departing employee completes all exit interviews and necessary paperwork.
7. Retrieve any company property from the departing employee, such as keys, badges, and equipment.
8. Communicate the employee's departure to the rest of the team and ensure a smooth transition of responsibilities.
9. Perform any necessary documentation or filing regarding the employee's departure.
10. Follow up with any outstanding tasks or actions to ensure the off-boarding process is completed.

Who needs off-boarding checklist for employees?

1. Human Resources departments require off-boarding checklists for employees to streamline and standardize the employee departure process.
2. Managers and supervisors benefit from off-boarding checklists to ensure they have completed all necessary tasks when an employee leaves.
3. Small and large companies alike can benefit from using off-boarding checklists to maintain consistency and professionalism during employee departures.
4. Employees who are transitioning to a new role within the same company may also need an off-boarding checklist to help them navigate the process.

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What is off-boarding checklist for employees?

An off-boarding checklist for employees is a list of tasks and processes that need to be completed when an employee is leaving the company.

Who is required to file off-boarding checklist for employees?

The HR department or the employee's direct manager is usually responsible for filing the off-boarding checklist for employees.

How to fill out off-boarding checklist for employees?

The off-boarding checklist for employees should be filled out by documenting all necessary steps, including returning company property, disabling access to systems, and conducting exit interviews.

What is the purpose of off-boarding checklist for employees?

The purpose of the off-boarding checklist for employees is to ensure that all necessary tasks are completed when an employee leaves the company in an organized and efficient manner.

What information must be reported on off-boarding checklist for employees?

The off-boarding checklist for employees should include details such as returning company property, revoking system access, conducting exit interviews, and communicating with relevant departments.