[Free template] Offboarding Checklist + Exit Interview Form
Handle every resignation and termination professionally. A step-by-step checklist plus a simple exit interview form — so nothing gets missed and you learn from every departure.
Offboarding Checklist
If offboarding is an afterthought, you're leaving security gaps, compliance risks, and valuable feedback on the table.
The problem
No standard process — laptops don't come back, access isn't revoked, and knowledge walks out the door.
Final payslip, accrued leave, and benefits are calculated ad hoc, leading to errors and disputes.
Departing employees leave without anyone asking why — you lose insights that could reduce future turnover.
What you'll get
A complete offboarding checklist covering assets, access, payroll, and knowledge transfer.
A simple exit interview form that captures honest feedback you can actually act on.
A professional, consistent process for every departure — resignations and terminations alike.
What's inside
- Step-by-step offboarding checklist: assets return, system access revocation, final payslip, benefits.
- Knowledge transfer section: handover tasks, documentation, key contacts.
- Exit interview questionnaire with open and structured questions.
- Separate sections for resignations vs. terminations.
- Works in Excel, Google Sheets, or as a printable document.
Get your free template
Instant download. No spam. You'll also get 1–2 practical emails on how other SMEs solve this.
How smarter HR teams use this
Download and customise
Review the checklist, adjust steps for your company's tools and policies, and share with HR and managers.
Use it for your next departures
Follow the checklist for each leaver. Conduct exit interviews and log the feedback.
Automate with Factorial
When you're ready, move to Factorial's offboarding workflows with automated task assignments, document collection, and access revocation.
When offboarding is manual, things slip through the cracks
- Automated offboarding task flows — IT, HR, and managers get notified and assigned automatically.
- Document collection and final sign-offs built into the workflow.
- Audit trail of every step completed — no more guessing if access was revoked.