Employee Off-boarding Form

I. Employee Information

First Name

Last Name

Employee ID:

Department:

Job Title:

Start Date:

Last Date of Employment:

Reason for Leaving:

New Employer:

New Job Title:

II. Exit Interview/Feedback

Would you be willing to participate in an exit interview?

Yes

Click "Yes" to see the exit interview questions.

Please rate.

Your Opinions For The Following Questions	1: Poor, 2: Fair, 3: Good, 4: Excellent
How would you rate the work-life balance of your employment?
How would you rate the management support of your employment?
How would you rate the opportunities for growth of your employment?
How would you rate the compensation and benefits of your employment?
How would you rate the teamwork and collaboration of your employment?
How would you rate the company culture of your employment?

Would you recommend this company to a friend or colleague?

Yes

III. Company Assets and Responsibilities

Have you returned all company-owned assets?

Yes

Please answer the following questions.

Checklist Item	Tick if Yes
Have you returned all company documents and files?
Have you transferred all pending tasks and projects to your manager or designated colleagues?
Have you returned your company payment card (Visa, Mastercard, etc.)?
Have you deleted all company information from personal devices?
Have you changed all account credentials relating to company accounts?
Have you forwarded any important contact information to the appropriate person?
Do you understand the company's confidentiality and non-disclosure policies?
Do you understand the company's policy regarding post-employment restrictions?
Have you completed all necessary expense reports?
Have you updated your personal contact information for final pay and W-2/T4 purposes?
IV. IT/System Access
Has your network access been revoked?
Has your email account been deactivated?
Have all software licenses been returned?
Have all cloud based account accesses been removed?
V. HR/Benefits
Have you received information regarding your final pay and benefits?
Do you understand your COBRA/continuation of benefits options?
Have you received information regarding your 401(k)/retirement plan?
Have you confirmed your final address for receiving any final documents?
Do you have any remaining questions regarding your benefits?

Form Template Instructions

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Strengths:

Comprehensive Coverage:

It touches upon all the essential aspects of off-boarding: employee information, exit feedback, asset return, IT access, and HR/benefits.
This ensures a thorough and organized departure process.

Clear Structure:

The form is well-organized into logical sections, making it easy for the employee to navigate and complete.

Feedback Focus:

The exit interview/feedback section is robust, encouraging employees to provide valuable insights for improvement.
This is very important for the company to retain good employees in the future.

Asset Accountability:

The section on company assets and responsibilities addresses crucial aspects of asset return and data security.

Potential Areas for Improvement and Insights:

IT/System Access Verification:

The IT/System Access section relies on the employee's knowledge. Ideally, IT should verify these items independently and sign off on them. Consider adding a section for IT verification.

HR/Benefits Clarity:

Ensure that the information provided to the employee regarding final pay and benefits is clear and comprehensive. Consider providing links to relevant resources.

Confidentiality Reminder:

Add a statement emphasizing the confidentiality of the information provided in the exit interview/feedback section.

Post-Employment Contact:

Consider adding a question asking if the employee is willing to be contacted for future opportunities or feedback.

Legal Review:

Have the form reviewed by legal counsel to ensure compliance with all applicable laws and regulations.

General Insights:

Off-boarding is a critical process for protecting company assets, gathering valuable feedback, and maintaining a positive employer brand.
The feedback gathered from exit interviews can be used to improve employee retention and create a better work environment.

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