An Automation checklist can be part of the employee off-boarding process for the HR department.
Create an Off-boarding Checklist for HR
- Obtaining the employee’s letter of resignation
- Providing written acceptance of resignation letter
- Scheduling employee to meet with HR for out-processing
Prepare the paperwork
- Processing outstanding employee reimbursements
- Confirming that employee doesn’t owe reimbursement for bonuses or paid time off
- Preparing tax and benefits documentation for the employee to take before they leave
Inventory Items Issued to the Employee
- Return company assets
- Remove personal effects
- Remove organize records, files, or training materials
