Exit checklists

Admin opens an onboarding checklists record for the employee with type Offboarding. The checklist holds its start, target completion and status. Its linked onboarding tasks make the actual handoff visible; completion of a container should follow the work recorded on those tasks.

A departing employee may have a current record, a dated employment change, an exit checklist and a payroll statement. Review the links between those records before treating one status as the whole answer. The manager and HR Business Partner should be able to identify the next owner from the assigned task and its due date.

• Person. Keep the employee identifier and current manager with the departure record so the work is attached to the right worker.
• Date. Use the effective event date and task due dates to distinguish future work from overdue work.
• Result. Record the status and supporting evidence on the record where the work occurred.

Agree who creates the checklist, which task categories apply and who checks completion. Set the target completion date in relation to the effective departure. Choose how to handle a blocked task and who is allowed to mark a task skipped. The checklist has a template field; agree the wording before the team uses it.

For the pilot, choose an employee with a normal departure and one with a change close to the payroll cutoff. Decide who reviews each case and where an exception will be recorded. The team should use the exact same owner for a task in the app and in its operating procedure.

Use a departure with an IT handoff and a payroll handoff. Admin opens the checklist and records dated tasks. HR Business Partner watches the blocked item. The assignee reports the outcome; Admin records its evidence. Before closing, compare the checklist with the task records and inspect anything still pending, skipped or blocked.

Ask the next owner to open the record without relying on a separate message. They should see the relevant employee, dates, current status and who completed or still owns the work. If they cannot make the next decision from those records, improve the task description or review rule before expanding use.

• Departures in progress — Open the relevant records and review the current result.
• Offboarding board — Open the relevant records and review the current result.
• Departure schedule — Open the relevant records and review the current result.

See employee departure, payroll review and implementation for the handoffs around this module.