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Employee offboarding process template: handover, access and final pay

Handle a departure without loose ends: handover, accesses, equipment and termination paperwork.

4 steps 16 fields

Free for 14 days. No credit card. You can change every step and field.

When someone leaves, the risks are quiet ones. An email account stays active for months, a laptop never comes back, a client thread has no owner, or the final paycheck goes out late. None of it looks urgent until it is.

This template runs a departure in four steps. The departure notice records who is leaving, their role, the last working day, the reason and how the notice period is handled. The manager then has five business days to hand over ongoing work, transfer files, tell the team and name who takes over. IT has one business day to block and forward the email, revoke system access, release licenses, collect badge and keys, and record whether the equipment came back; if anything is missing, the form asks what. HR finishes with a closing checklist that covers final pay, signed termination documents and benefits, plus the termination date, the documents themselves and notes from the exit interview.

It works for any company where a departure touches HR, IT and a manager, whether the person resigns, is let go or reaches the end of a contract. Everything done along the way stays in the request’s timeline, so you can show later what happened and when.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Departure notice

    Whoever starts the request

    Tell HR who is leaving and when.

    6 fields in the request form
    • Employee * Text
    • Role Text
    • Last working day * Date
    • Reason *Resignation, Dismissal without cause, Dismissal with cause, Mutual agreement, End of contract Choice
    • Notice period *Worked, Paid in lieu, Not applicable Choice
    • Notes Long text
  2. Handover

    A person or team you choose

    The manager makes sure nothing is left without an owner.

    Due in 5 days (business time)
    3 fields
    • Handover *Ongoing tasks handed over, Files and documents transferred, Team informed Checklist
    • Who takes over * Text
    • Notes Long text
  3. Accesses and equipment

    A person or team you choose

    IT revokes the accesses and collects the equipment on the last day.

    Due in 1 day (business time)
    3 fields
    • Accesses *Email blocked and forwarded, System accesses revoked, Licenses released, Badge and keys collected Checklist
    • Equipment returned? *Yes, everything, Partially, No Choice
    • What is still pending? * Long text · when needed
  4. Termination paperwork

    A person or team you choose

    HR closes the contract and files the documents.

    Due in 10 days (business time)
    4 fields
    • Closing *Exit medical exam, Termination pay calculated and paid, Termination documents signed, Benefits cancelled Checklist
    • Termination date * Date
    • Termination documents Files
    • Exit interviewMain points raised by the employee Long text

Make it yours

Remove access on the last day

The IT step opens as soon as the handover is done. Add a wait step that waits until the Last working day if access should be removed on that date and not before.

Add your benefits items

If your group health plan is subject to COBRA, add an item to the closing checklist for notifying the plan administrator, along with any state-specific final pay steps.

Route the handover

Add a people picker for the departing employee’s manager to the first form and make whoever is picked there the owner of Handover.

Escalate late access removal

Turn on escalation for Accesses and equipment, so an overdue task also reaches the IT lead.

Frequently asked questions

What is an employee offboarding process?

It is the set of steps a company follows when an employee leaves: handing over work, removing access, collecting equipment, paying final wages and closing the paperwork. A written process makes sure the same things happen whether the departure is a planned resignation or a same-day termination.

When is a final paycheck due?

The U.S. Department of Labor notes that federal law does not require employers to give former employees their final paycheck immediately, but some states do. Check your state labor department’s rules before the last day so payroll is ready. This is general information, not legal advice.

How long do you keep Form I-9 after an employee leaves?

USCIS requires employers to keep Form I-9 for three years after the date of hire or one year after employment ends, whichever is later. Note that date in the offboarding record so the form is neither destroyed too early nor kept forever.

What should IT do when an employee leaves?

Disable or forward the email account, revoke access to every system and shared drive, release paid licenses, and collect the laptop, phone, badge and keys. Do it on the last working day, or right away for an involuntary departure, and record what was done so it can be checked later.

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