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Workforce Onboarding and Termination Checklist & Audit This form is to be used each time an employee is hired or terminated. It should be used to periodically audit the offices onboarding and termination
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How to fill out employee offboarding checklist and

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How to fill out employee offboarding checklist and

01
Gather all necessary information about the employee leaving the company.
02
Review the employee's resignation letter or termination reason to understand the circumstances.
03
Prepare a checklist that includes items such as returning company property, revoking access to systems, notifying relevant departments, and conducting exit interviews.
04
Schedule a meeting with the departing employee to discuss the offboarding process and collect any company property.
05
Follow up on all checklist items to ensure a smooth offboarding process and a positive experience for both the employee and the company.

Who needs employee offboarding checklist and?

01
HR department
02
Managers
03
Legal compliance team
04
IT department
05
Finance team
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Employee offboarding checklist is a list of tasks and procedures that need to be completed when an employee is leaving a company.
HR department or the person responsible for managing employee departures is required to file the employee offboarding checklist.
The employee offboarding checklist is typically filled out by HR personnel by documenting each step of the offboarding process.
The purpose of the employee offboarding checklist is to ensure a smooth and organized transition for departing employees and to protect the company's interests.
Information such as returning company property, completing necessary paperwork, disabling access to company systems, and conducting exit interviews should be reported on the employee offboarding checklist.
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