Employee Offboarding Checklist
A simple Employee Offboarding Checklist built in Microsoft Loop, featuring collapsible headings that organize all checklist items for HR, IT, and managers to complete in real time.
Overview
- Clear, collapsible sections for HR, IT, and Manager actions
- Includes employee info section, equipment return, access removal, knowledge transfer, and final paperwork
- Easy to share in Teams or Outlook as a live component
- Comments enabled, so teams can leave notes on each task
- Fully editable to fit any organization’s offboarding requirements
Benefits
- Ensures a clean, consistent offboarding process across all departments
- Reduces risk by documenting and tracking every required step
- Improves visibility for HR and IT with a shared real-time checklist
- Enables faster execution through real-time co-authoring in Loop
- Easy to distribute and complete directly inside Teams or Outlook
Employee Offboarding Checklist Loop Page
Employee Offboarding Checklist Tasks
Employee Offboarding Checklist Sections
Employee Offboarding Checklist in Teams