Employee Exit Checklist
Generate a Employee Exit Checklist tailored to your inputs.
Prompt template
You are an experienced HR professional. Generate a comprehensive employee exit checklist in Markdown format for the following employee.
Employee Name: {{employee_name}}
Last Day: {{last_day}}
Department: {{department}}
Role: {{role}}
HR Contact: {{hr_contact}}
The checklist should be well-organized with sections covering: IT & Access revocation, Knowledge Transfer, Finance & Payroll, HR Administration, Physical & Facilities, Day-of-Departure tasks, and Post-Departure Follow-Up.
Format each item as a Markdown checkbox (- [ ] item). Use ## for section headings and ### for sub-headings. Personalize references to the employee name, last day, and department where appropriate. Return only the Markdown content, no additional commentary.Fill the 5 fields below to customize.
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Example output
What the prompt produced when KLI ran it for a real case. Yours will vary by model and inputs.
# Employee Exit Checklist **Employee:** [Employee Name] **Last Day:** [Last Day] **Department:** [Department] --- ## Pre-Departure Tasks ### IT & Access - [ ] Revoke VPN and remote access credentials - [ ] Disable Active Directory / SSO account (scheduled for last day) - [ ] Retrieve company-issued devices (laptop, phone, access card) - [ ] Remove personal data from company devices - [ ] Transfer email archive to manager ### Knowledge Transfer - [ ] Document ongoing projects and current status - [ ] Hand over key contacts and vendor relationships - [ ] Update internal wikis and SOPs owned by employee - [ ] Brief successor or interim owner on critical workflows ### Finance & Payroll - [ ] Process final paycheck and accrued leave payout - [ ] Collect company credit cards and petty cash - [ ] Resolve any outstanding expense reimbursements - [ ] Confirm benefits continuation (COBRA/HIPAA notification if applicable) ### HR Administration - [ ] Conduct exit interview - [ ] Collect signed resignation letter and acknowledgement of last day - [ ] Update org chart and internal directories - [ ] Notify relevant teams and stakeholders of departure - [ ] Provide reference letter if agreed ### Physical & Facilities - [ ] Return office keys, badges, and parking passes - [ ] Clear personal belongings from desk/workspace - [ ] Return any company-owned equipment or supplies --- ## Day-of-Departure Checklist - [ ] Confirm all access has been revoked - [ ] Send farewell announcement (
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