Checklist for a successful offboarding

Checklist for a successful offboarding
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Structured offboarding is just as important for companies as a good onboarding process.

While comprehensive onboarding helps employees to settle in, familiarize themselves with the corporate culture and quickly become productive, well thought-out offboarding ensures a smooth transition, the documentation of valuable knowledge and a positive working atmosphere – even after their departure.

Professional offboarding strengthens the employer image, preserves knowledge and avoids negative effects on the team.

The following checklist provides a step-by-step guide to successful and appreciative offboarding.



🎯 The most important summarized:

  • A structured offboarding checklist helps to take into account all the key steps of the process and ensure that the employee’s departure is carried out professionally and completely.



  • The checklist includes important administrative tasks such as the return of company property, the clarification of contracts and the preparation of a final report. These steps are necessary to meet legal and organizational requirements.



  • The checklist also contains measures for collecting feedback through exit interviews and for documenting knowledge that the employee should pass on to the team. This helps to retain valuable information and insights.



  • A respectful and professional conclusion to the employment relationship is crucial to strengthening the employer brand and attracting the employee as a potential brand ambassador or even a returnee.

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Point 1: Termination meeting and handover planning

  • Termination interview:
    Have an honest and appreciative conversation in which open questions are discussed and future steps are explained.

  • Handover planning:
    Together with the manager, determine how tasks and responsibilities will be distributed to ensure a smooth handover.
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Point 2: Passing on information to the team

  • Communication to the team:
    Inform the team early on about the employee’s impending departure. An open approach supports acceptance and creates trust.

  • Allocation of tasks:
    Create an overview of which tasks need to be taken on and clarify within the team who will take on which responsibilities on a temporary or long-term basis.

Point 3: Documentation and knowledge transfer

  • Record knowledge:
    Ask the employee to document important work processes and project-relevant information so that this knowledge remains within the company.

  • Knowledge transfer:
    Organize meetings or handovers in which the employee briefs their successors or the team and answers questions.
Tip 2 Offer feedback training

Point 4: Return of company materials

  • Collect materials:
    Ensure that all equipment, documents and access cards are returned. This includes laptop, smartphone, company ID, keys and company documents.

  • Deactivate accounts:
    Close or transfer all user accounts to control access to internal systems, email accounts and files.

Point 5: Exit interview

  • Obtain feedback:
    Conduct an exit interview to obtain constructive feedback on the company culture, work atmosphere and potential areas for improvement.
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  • Be open to criticism:
    Take the employee’s perspective seriously in order to gain useful insights for the future and improve the workplace.

Point 6: Administrative tasks

  • Termination of contract and reference:
    Ensure that the employment contract is properly terminated and that a reference is prepared that meets the requirements and is formulated in an appreciative manner.

  • Final payroll:
    Review outstanding payroll, remaining vacation and other outstanding payments to ensure that all claims have been settled.

Point 7: Farewell in the team

  • Dignified farewell:
    Plan a team farewell or small celebration to thank the employee for their work and time together. A respectful farewell leaves a lasting positive impression.

  • Maintain a network:
    Encourage the employee to stay in touch, for example via company platforms or alumni networks, and show openness for future collaboration.
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Conclusion

Well-structured offboarding strengthens the company in the long term and leaves departing employees with a positive image that they carry to the outside world.

The careful handover of knowledge and tasks preserves resources and enables the team to make a stress-free transition.

At the same time, the company benefits from open feedback and thus continuously improves its culture and working conditions.

A professional farewell is therefore more than just a formality – it is an important step in shaping a successful long-term corporate culture.


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