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Employee Offboarding & Exit Checklist Form

Employee Offboarding & Exit Checklist Form

An employee offboarding checklist template for agencies — cover handover, access removal and exit steps so nothing is missed when someone leaves.

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Description

When someone leaves, a clean handover protects your clients, your data and your working relationship. This employee offboarding and exit checklist template makes their last days simple — nothing left hanging, accounts closed properly, and the door left open.

The leaver confirms their last working day, sets out which clients and jobs they’re handing over and to whom, and flags anything mid-flight. A checklist confirms kit and passes returned, client logins handed over and files saved. It also invites an optional exit chat and any parting feedback, and captures a personal email for final admin like a P45.

Ideal for agencies, studios and any team that wants offboarding handled with care rather than chaos. Use it to keep exits consistent, secure and respectful. Customize the checklist items, add your branding, and embed it internally or share a link in minutes.

Form fields

Everything the Employee Offboarding & Exit Checklist Form above collects — 10 fields, so you can see exactly what it captures before you make it your own.

Your Leaver Checklist

Your name
Name
Team
Dropdown
Last working day
Date
Which clients / jobs are you handing over, and to whom?
Long Answer
Where do things stand — anything mid-flight?
Long Answer
Please confirm you've returned / closed
Multi-Select
Would you be open to a short exit chat?
Yes/No
Anything you'd like to share about your time here?
Long Answer
Personal email for your records / P45
Short Answer
Signature
Signature

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Template FAQs

Common questions about the Employee Offboarding & Exit Checklist Form — what it captures, when to use it, and how to make it your own.

What is an employee offboarding form?

An employee offboarding form structures everything that needs to happen when a staff member leaves — handovers, returned equipment, closed accounts and final admin — so nothing is missed and the exit is clean.

What should an exit checklist include?

Last working day, client and job handovers and who’s taking them on, the status of any live work, a return/close checklist for kit, passes and logins, an optional exit interview and a personal contact for final paperwork.

Why is offboarding important for an agency?

Because a leaver often holds client relationships, logins and work-in-progress. A structured handover protects continuity, keeps client data secure, and avoids scrambling after they’ve gone. Capturing what’s mid-flight and who’s picking it up means clients feel no gap when someone moves on.

Should offboarding include an exit interview?

It’s worth offering. This form invites an optional exit chat and free-text feedback, which surfaces honest insight about the role and culture that’s hard to get any other way. People are often most candid on the way out, so even a short conversation can flag things worth fixing for the team that stays.

Who completes the offboarding form?

Usually the departing employee completes it, often alongside their manager or HR, who confirm the handover and that accounts, logins and equipment have been dealt with. Doing it on a shared form means nothing is left to a verbal ‘I’ll sort it’ that never quite happens.

Is this offboarding template free to use?

Yes. Adjust the checklist items to match your process, restyle it, and embed it internally or share a link in minutes — no coding required. Just a free Fun Forms account to collect responses.

Make a free Fun Form

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Unlimited forms
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