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Reusable templateHR & offboarding

Employee Offboarding Checklist

Every step to close out a departing employee — knowledge transfer, equipment, access, and final pay — in order and timed around their last day, so nothing is left open after they're gone.

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Free to start · No credit card · Add, remove, or edit any step to make it yours

A printable checklist is good once.You work through it once for one person, then reassemble it for the next departure.
This one comes back every departure.Open it in Recurbit, set the last working day, and every task schedules itself around it — for every departure.

Offboarding is easy to rush and expensive to get wrong. A missed access revocation is a security risk, a forgotten final-pay step is a compliance problem, and undocumented work quietly walks out the door. The steps are the same every time — only the person and the dates change.

This is the full sequence, grouped by when each task should happen relative to the last working day. Treat it as a starting template and adjust it to your organization's policies and applicable employment law, which always take precedence.

The one that bites: revoking access on time. Line up IT early so email, apps, VPN, and building access are cut at the right moment — not days late, and not while the person still needs them to wrap up.
↓ The checklist
These steps are a starting point, not a rulebook. Add, remove, reorder, or re-time anything below so it matches how you actually work — that's what the template is for.
−2w

When notice is given

As soon as notice is given (~2 weeks before the last day)
−1w

The final week

~1 week before the last day
Last day

Last day

The last working day
After

Close the loop

Within a week or two after the last day

Make it repeatable

Add this offboarding checklist to Recurbit. Set the last working day and every task schedules itself around it — then reuse it for every departure, so nothing is missed.

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People leave more often than you'd like.

Recurbit turns offboarding into a reusable template. Set the last day and every step gets a due date — 'revoke access end of day,' 'send benefits paperwork within the window.' Assign IT, HR, and payroll their parts and track them to done.

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A general offboarding guide, not HR or legal advice. Final-pay, benefits-continuation, and records requirements vary by jurisdiction — follow your policies and applicable law.