Employee exit task list Use this list to plan your process for when an employee has resigned, is retiring, or position is being made redundant Planned Date Step Action Suggested Timeframe Mandatory? completion completed date Have your employee complete handover Begin as soon as it is clear the employee will 1 activities and save important files on a shared No be leaving the company. drive. 2 Assign any ongoing tasks to another employee. During the handover process. No 3 Consider conducting an exit interview. During the handover process. No Calculate the employee’s final pay, including Pay the total amount on the last day of 4 Yes holiday pay owed. employment or on the final payday. Collect company assets, keys and security pass. Last day of employment. No 5 Set up auto-forward and an out-of-office 6 End of last day of employment. No on their emails. Forward their phone calls and set up an 7 End of last day of employment. No message on their voicemail. Remove the employee from email distribution 8 End of last day of employment. No and contact lists. Remove the employee’s access to IT systems. End of last day of employment. No 9
Employee exit task list Use this list to plan your process for when an employee has resigned, is retiring, or position is being made redundant Step Action Suggested Timeframe Mandatory? Planned completion date Date completed 1 Have your employee complete handover activities and save important files on a shared drive. Begin as soon as it is clear the employee will be leaving the company. No 2 Assign any ongoing tasks to another employee. During the handover process. No 3 Consider conducting an exit interview. During the handover process. No 4 Calculate the employee’s final pay, including holiday pay owed. Pay the total amount on the last day of employment or on the final payday. Yes 5 Collect company assets, keys and security pass. Last day of employment. No 6 Set up auto-forward and an out-of-office on their emails. End of last day of employment. No 7 Forward their phone calls and set up an message on their voicemail. End of last day of employment. No 8 Remove the employee from email distribution and contact lists. End of last day of employment. No 9 Remove the employee’s access to IT systems. End of last day of employment. No
employee-exit-task-list.docx