About this template

We’ve all heard of onboarding – but what about when an employee chooses to leave your company? That’s where an effective employee offboarding policy comes in. This template will guide your team to successfully conduct exit processes for employees who choose to resign or terminate their employment agreement.

This template covers information about:

• What is employee offboarding?
• Offboarding checklists
• Equipment return

This template is for:

• HR managers
• Team leads
• Managers

How to use and customize this template

This employee offboarding template covers the most universal and crucial information on this topic. We added some empty sections and question fields that you can customize to make the template relevant for your organization. If you don’t need to and want to use the template like it is now, you are free to remove these parts. In that case, the only thing you need to do is change details like your organization’s name and the training duration.

Feel like changing the template up entirely? You are welcome to. You can change anything about the template. It’s also possible to remove sections, add new ones, add additional questions, and add different content. Keep in mind that you need to define learning objectives for each new or changed section. Our advice? Learn how our templates work, then turn it into whatever works best for you.