Employee exit checklist
Company: Westbridge Foods Ltd
Employee: Daniel Okafor
Job title and team: Production Supervisor, Operations
Manager: Maria Costa
Reason for leaving: Reason for leaving
Notice given: 1 September 2027
Last working day: 31 October 2027
HR contact: people@westbridge.example
Tick each line and date it when done.
1. Before the last day
- Resignation or notice letter on file
- Leaving date and notice period confirmed in writing
- Handover plan agreed and noted below
- Customers, suppliers and the team told, as agreed
- Holiday and any time owed worked out
- Exit interview booked
Work to hand over
Production schedule to Lena Hoff
Supplier contacts to Maria Costa
2. Equipment and property
- All items returned, checked and signed for
- Keys, badge and parking or access cards returned
- Company documents and data returned, with personal files removed
To return
Laptop and charger
Security badge
Company phone
Safety boots
3. Access and systems
- Accounts closed or passed on on the agreed day
- Email forwarded or an out-of-office set for the agreed period
- Passwords and shared logins changed
- Company data on personal devices removed
Systems
Email
Payroll portal
Supplier ordering system
Shared drive
4. Pay and benefits
- Final pay worked out and checked against law and contract
- Holiday pay and expenses settled
- Benefits, pension and insurance ended and the person told
- Documents the person is entitled to given, such as a pay summary or reference
Items
Salary to last day
Unused holiday
Expense claims
Any agreed bonus or deduction
5. Close of the exit
- Exit interview held
- Confidentiality and any other duties after leaving reminded
- Forwarding contact details agreed
- Personnel file updated and kept as long as required
More items
| Item | Who | Done on | Note |
|---|---|---|---|
Employee: ______________________ Date: ______________
Manager: ______________________ Date: ______________
HR: ______________________ Date: ______________