Get Offboarding Checklist

The Offboarding Checklist is a crucial tool for supervisors managing the separation process of employees. This guide will help you navigate each section of the checklist accurately and efficiently, ensuring a smooth transition for your team member and organization.

Follow the steps to complete the Offboarding Checklist online.

1. Click ‘Get Form’ button to access the Offboarding Checklist and open it in your preferred editor.
2. Begin by entering the employee's name and TECH ID number in the specified fields. This information is essential for identifying the individual separating from the organization.
3. Fill out the classification, working title, department or college, and your name as the supervisor. Accurate information in these sections helps HR maintain clear records.
4. Indicate the bargaining unit and the separation date. Having precise details on these elements is critical for reporting and compliance.
5. Review the pre-separation activities outlined in the checklist. Mark each activity as completed along with the corresponding completion date and any additional notes that may be pertinent.
6. As the employee's last day approaches, ensure that you approve their e-timesheet entries. This should include notations about their last workday for accurate payroll processing.
7. Collect all relevant items from the employee, such as office keys, ID cards, and any electronic devices. Record these activities along with the completion dates.
8. Once all activities are completed, sign and date the checklist. This signifies that all necessary steps have been followed regarding the employee's offboarding.
9. Attach the Offboarding Checklist to the Employee Separation Form and submit it to HR. Remember to keep a copy for your records.

Complete the Offboarding Checklist online to ensure a successful employee transition.