By Regina Gerbeaux (@_rpgbx)

Looking for the onboarding checklist? Click here: Onboarding Checklist Template

<aside> 🤔 This is a template you can duplicate into your own workspace for everything you might need to offboard a teammate, whether they resign or you let them go. To use it, click “Duplicate” in the top right-hand corner.

I hope this helps you out!

-Regina

</aside>

Manager: Please fill out the following so we have as clear information as possible. Please update the name of this document as seen below.

[NAME]: Offboarding Checklist

Name of employee: [employee name]

Manager: [manager name]

Type of leaving: [are you letting them go, or are they leaving on their own?]

Why: [why are they leaving/why are we letting them go?]

Who is letting them go? [person leading the exit interview]

When will it happen? [last day of work]

Does anyone else need to be present? [list any other people that will have to be present during the exit interview]

Please drop their Exit interview link here: [create your own copy of this template and drop the link here]

To-Dos for Manager (if firing)

• [ ] Add a 1-1 between you and your direct report to let them go. Schedule it in Google Calendar as a 1-1 for 30 minutes.
• [ ] Notify the HR department or person responsible for offboarding so they can begin preparing offboarding documents. They should know all of the information listed above, and have an internal checklist of accounts to turn off and by when.