Employee Exit Checklist

Generate a Employee Exit Checklist tailored to your inputs.

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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.

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Sample

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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