An Automation checklist can be part of the employee off-boarding process for the HR department.
Create an Off-boarding Checklist for HR

  1. Obtaining the employee’s letter of resignation
  2. Providing written acceptance of resignation letter
  3. Scheduling employee to meet with HR for out-processing

Prepare the paperwork

  1. Processing outstanding employee reimbursements
  2. Confirming that employee doesn’t owe reimbursement for bonuses or paid time off
  3. Preparing tax and benefits documentation for the employee to take before they leave

Inventory Items Issued to the Employee

  1. Return company assets
  2. Remove personal effects
  3. Remove organize records, files, or training materials

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