What should be included in an exit procedure checklist?

An exit procedure checklist is critical for facilitating a smooth transition when an employee leaves a company. Including steps for returning company property ensures that all resources, such as key cards, laptops, and other equipment, are accounted for before the employee departs. Detailing final pay information is essential for ensuring that the departing employee understands how and when they will receive their final paycheck, including any outstanding leave balances or severance pay. Additionally, the completion of relevant documentation, such as exit interviews or acknowledgment forms, helps streamline the offboarding process and maintains proper records within the organization.

Including elements like employee performance evaluations or suggestions for improvement in company policies may not be directly relevant to the exit process and can complicate it. A review of personal employee files, while potentially useful for HR purposes, does not pertain to the specific steps required for an effective exit procedure. Thus, the focus of an exit checklist should be on practical matters directly related to the employee's departure.