# Employee Exit Checklist Template, Free Source: https://nerix.ai/templates/employee-exit-checklist Make sure nothing is missed when someone leaves: handover, access, equipment, final pay and sign-off. Before you send it Final pay, notice, holiday pay and return of records are set by law and contract, and they differ by country. Check the rules where the person works before you complete the pay section. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/employee-exit-checklist) ### 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](mailto: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: ______________ Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. People and HR ## What this template is for An employee exit checklist for HR, managers and IT: handover, access removal, return of equipment, final pay, exit interview and sign-off. Free to fill in. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all People and HR templates](https://nerix.ai/templates/people-hr) People and HR ## What you fill in The form asks for 13 details. The document fills itself in as you type. - ### Company name For example: Westbridge Foods Ltd - ### Employee For example: Daniel Okafor - ### Job title and team For example: Production Supervisor, Operations - ### Manager For example: Maria Costa - ### Reason for leaving - ### Date notice was given (optional) optional For example: 1 September 2027 - ### Last working day For example: 31 October 2027 - ### Equipment to return (optional) optional One item per line. For example: Laptop and charger Security badge Company phone Safety boots - ### Systems and accounts to close One per line. Close them on the last day or as agreed. For example: Email Payroll portal Supplier ordering system Shared drive - ### Work to hand over and to whom For example: Production schedule to Lena Hoff Supplier contacts to Maria Costa - ### Final pay items (optional) optional For example: Salary to last day Unused holiday Expense claims Any agreed bonus or deduction - ### HR contact For example: people@westbridge.example - ### More items optional Extra items, one row for each. People and HR ## What is inside The parts of this document, in order. - 1 1. Before the last day - 2 2. Equipment and property - 3 3. Access and systems - 4 4. Pay and benefits - 5 5. Close of the exit - 6 More items Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=employee-exit-checklist) ### Was this template helpful? People and HR ## Questions people ask ### What details does this template ask for? The form asks for 13 details, starting with Company name, Employee, Job title and team, Manager, Reason for leaving. 4 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### What should I check before I use this template? Final pay, notice, holiday pay and return of records are set by law and contract, and they differ by country. Check the rules where the person works before you complete the pay section. ### Are these HR templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do the HR templates follow my country's employment law? They assume no country's law. Employment rules differ a lot, so each template says where to check local requirements before you use it. ### Can a small team use them too? Yes. They work for a team of two or a company of two thousand, and you can cut any section you do not need in the Word version. 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