Employee Offboarding Checklist Submission Form

Employee Offboarding Checklist Submission Form — Form Fields

This operations template includes 10 fields. Ensure complete and compliant employee offboarding by documenting completed tasks across IT, HR, and operations. Free to customize and use on ZenBuild.

• Departing Employee Name (text, required)
• Departing Employee Email (email, required)
• Last Day of Employment (text, required)
• HR Contact Name (text, required)
• Departure Type (dropdown selection, required) — options: Voluntary resignation, Involuntary termination, Retirement, End of contract, Transfer
• IT Tasks Completed (checkboxes, required) — options: Accounts deactivated, Laptop/hardware returned, Access badges collected, Email forwarding set, Data backed up and transferred
• HR Tasks Completed (checkboxes, required) — options: Exit interview completed, Final paycheck processed, Benefits termination notice sent, Non-disclosure signed, Reference policy communicated
• Operations Tasks Completed (checkboxes, required) — options: Office keys returned, Parking pass returned, Company credit card cancelled, Expense reports settled
• Outstanding items or notes (long text, optional)
• Is Knowledge Transfer Complete? (dropdown selection, required) — options: Yes, Partially, No - at risk