# Create an employee offboarding checklist and timeline

Produces a complete offboarding checklist by owner and day for voluntary or involuntary exits, so nothing is missed.

- Topic: Projects & Operations
- Framework: RTF
- Level: Standard
- Tags: HR & Hiring, Communication, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/create-an-employee-offboarding-checklist-and-timeline

## Prompt

```text
Help me create an offboarding checklist and timeline.

**Type of exit:** [resignation / termination / layoff / retirement / end of contract]
**Employee's role and access level:** [e.g. access to customer data, financial systems, admin rights]
**Last working day and notice period:** [DATES]
**Location:** [COUNTRY/STATE]
**Our systems and tools:** [HRIS, payroll, IT systems, building access]
**Teams involved:** [HR, IT, payroll, manager, facilities, security, finance]

Create a checklist table with columns: task, owner, deadline (relative to last day), done.
Cover:
1. **Notice and paperwork** - resignation acknowledgment or termination letter, separation agreement if any, confirming last day.
2. **Pay and benefits** - final pay timing and contents (unused leave, commissions, expenses) [CONFIRM LOCAL LAW], benefits end date, continuation notices, retirement plan info.
3. **Knowledge transfer** - handover plan, documentation, client and stakeholder reassignment.
4. **Access and equipment** - agree with IT when access is cut (at the moment of the conversation for involuntary exits), equipment return, and who owns the detailed IT access checklist.
5. **Legal and confidentiality** - reminders of ongoing obligations, return of company information.
6. **Communication** - team and client announcements, out-of-office.
7. **Exit interview** and alumni or rehire eligibility note.
8. **Records** - what to retain, for how long, and secure storage.

Also give me a short, warm farewell message template for voluntary exits.

Use only the dates and details I provide; mark anything unconfirmed as [CONFIRM].
```

## What to fill in

- e.g. access to customer data, financial systems, admin rights
- DATES
- COUNTRY/STATE
- HRIS, payroll, IT systems, building access
- HR, IT, payroll, manager, facilities, security, finance
- CONFIRM LOCAL LAW
- CONFIRM

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