Build it well
HR and people operations
Employee offboarding form template
Turn employee departures into a consistent checklist for people, IT, managers, and finance.
employee offboarding form templatehr and people operationsemployee offboarding form template example
Best for
HR, people operations, IT, managers, and finance teams
- 1Employee and manager
- 2Last working day
- 3Access and equipment
- 4Knowledge transfer
- 5Exit feedback
Ways to use this template
- Voluntary departures
- Contract end dates
- Internal transfers
- Remote worker offboarding
What to include
A strong template is more than a list of questions. It should capture the right data, make the next step obvious, and keep the response clean enough to analyze or route.
1
Employee and manager
Employee and manager keeps the employee offboarding form response structured for routing, review, export, and follow-up.
2
Last working day
Last working day keeps the employee offboarding form response structured for routing, review, export, and follow-up.
3
Access and equipment
Access and equipment keeps the employee offboarding form response structured for routing, review, export, and follow-up.
4
Knowledge transfer
Knowledge transfer keeps the employee offboarding form response structured for routing, review, export, and follow-up.
5
Exit feedback
Exit feedback keeps the employee offboarding form response structured for routing, review, export, and follow-up.
Notify IT, facilities, payroll, and the manager
Track equipment return and account deactivation
Record handoff owners and outstanding tasks
Pair this template with the right feature
The template gives you the starting structure. The related product capability helps turn submitted answers into a working response workflow.
Connect the workflow
What should an employee offboarding form include?
Include the employee and manager, final date, access and equipment tasks, knowledge transfer, payroll context, and optional exit feedback.
Who should receive an offboarding task?
Assign tasks to the people who control each handoff, such as HR, IT, facilities, payroll, the manager, and the employee.
How can teams protect sensitive offboarding data?
Limit access by role, collect only necessary information, separate confidential feedback, and document when accounts and equipment are closed out.
Related templates
Human resources
Employee onboarding form
Coordinate the information HR, IT, managers, and new hires need before day one.
Human resources
Employee exit interview form
Create a consistent, respectful exit process that gives HR useful feedback while protecting sensitive employee information.
Internal operations
Equipment request form
Give teams a clear path to request laptops, access cards, supplies, or other equipment without scattered messages.