Free Employee Exit Checklist Template (Excel)
What's in the employee exit checklist
The file has two sheets. The Offboarding Log records each departing employee — name, department, manager, last day, reason for leaving, and a status of In progress or Complete.
The Exit Checklist sheet comes pre-filled with 15 standard offboarding tasks: collecting the laptop, phone, badge, keys and company card; revoking email, VPN and SaaS accounts; removing the employee from payroll and benefits; transferring file ownership; updating the org chart; scheduling and conducting the exit interview; processing the final paycheck and PTO payout; sending COBRA notices; and confirming a forwarding address.
For each task you enter an owner, a due date, and whether it's done — the sheet flags anything overdue automatically so nothing slips through during a departure.
How the checklist works for multiple employees
The 15-task block is a template you duplicate per departing employee: copy the block, put the new employee's name against each of their 15 rows, and set fresh due dates. That keeps every departure's tasks in one continuous sheet rather than a separate file per person.
This is a global count of tasks done and overdue across everyone in the sheet, not a completion percentage broken out employee by employee — if you need to know exactly where one specific departure stands, scan that employee's block of 15 rows directly.
What flags automatically
A task shows OVERDUE the moment its due date has passed and it isn't marked Done — that's the only condition the flag checks, so it updates live as you mark tasks complete or as due dates pass.
The summary counts total tasks done and total tasks overdue across the whole sheet, giving HR a quick read on how well offboarding is being kept current without opening every row.
Who this is for
HR teams and small-business owners who handle departures without a dedicated offboarding platform, and want a consistent 15-step process every time someone leaves — whether it's a resignation, a termination, or a retirement.
It's especially useful for IT and payroll handoffs: because access revocation and final-pay tasks live in the same sheet as HR's own checklist, nothing needs a separate email thread to track.
How to use it
- Log each departing employee in the Offboarding Log.
- Work the pre-filled checklist per employee: assets, access, exit interview, final pay.
- Duplicate the 15-task block for each new departure and set fresh due dates.
- Done counts and the overdue flag keep every departure on track.
Download the free Free Employee Exit Checklist Template (Excel)
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PTO & Leave Tracker — with Automatic Accrual
Managing the employees who are still with you? The paid PTO & Leave Tracker ($19) adds automatic accrual, three leave policies, and always-current balances for your whole team.
See the full versionFrequently asked questions
Can I use this employee exit checklist in Google Sheets?
Yes. Upload the downloaded file to Google Drive, then open it and choose File > Save as Google Sheets. The overdue flag and counts keep working.
Is this template really free?
Yes. You give an email address to download it, and then it's yours to use with no further cost.
Does it show a completion percentage for each employee?
No. The summary counts done and overdue tasks across the whole sheet. To check one employee's progress, look at their 15-row block directly rather than a per-employee percentage.
Can I add or change the pre-filled tasks?
Yes. The 15 tasks are a standard starting checklist — add, remove, or reword them to match your company's own offboarding process.
What's the usage license?
Personal use or use within one business. It's not meant to be resold or redistributed as a template product.