When to use it
From notice to the last day.
The checklist
Work
Open tasks reassigned.
Knowledge handed over.
Equipment
Phone, keys and tools returned.
Access
Accounts removed on the last day.
Use this template in Please Do It
Create an offboarding task for the leaver’s manager. Add these steps as a checklist and ask for a photo when it’s done. The owner gets it automatically, and you see it’s finished without asking.
Frequently asked questions
What’s most often forgotten?
Removing app access and reassigning open work.