Employee Offboarding Checklist
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
Common Questions About This Employee Offboarding Checklist
What is this Employee Offboarding Checklist built with?
The checklist is built entirely in Microsoft Loop, the co-creation app included with Microsoft 365 – structured with an employee info section, collapsible headings for each department, and task checklists with comments enabled. There is no custom code and there are no third-party tools. It is the kind of clean, collaborative checklist Greg Zelfond builds for HR and IT teams.
What’s included in the Employee Offboarding Checklist?
The checklist opens with an employee info section, then organizes every departure step into clear, collapsible sections for HR, IT, and manager actions – equipment return, access removal, knowledge transfer, and final paperwork. Comments are enabled on each task so teams can leave notes, and the whole checklist can be shared in Teams or Outlook as a live component.
Does this design use any custom code or third-party tools?
No. The checklist is built entirely with Microsoft Loop, which is included with most Microsoft 365 business and enterprise plans – no custom code, no third-party add-ons, and nothing extra to buy. That keeps it stable, secure, and easy to maintain, with everything stored safely inside your Microsoft 365 environment. Out-of-the-box is the only way Greg builds.
Can this checklist be customized for our organization?
Absolutely. The sections, tasks, and responsibilities can all be tailored to your offboarding requirements – additional departments like payroll, security, or facilities, role-specific steps, or compliance sign-offs. The checklist is fully editable and reusable, so you can duplicate it as a template for every departure. Greg adapts the structure to the way your HR and IT teams actually offboard employees.
Can the checklist be used inside Microsoft Teams or Outlook?
Yes – that is one of Loop’s signature strengths. The checklist can be shared as a live Loop component in a Teams chat or an Outlook email, where HR, IT, and the departing employee’s manager all see and check off the same up-to-date tasks. Updates sync in real time in every location, so nobody works from a stale copy of the checklist.
Can Greg build this checklist for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint and Microsoft 365 consultant and Microsoft MVP, he designs and builds collaborative checklists and trackers like this one in Microsoft Loop, SharePoint, and Lists, tailored to the way your organization onboards and offboards employees. Reach out through the contact page to get started.
