Free leaver checklist
Staff leaver checklist
Make sure nothing is missed when someone leaves: final pay and P45, a proper handover, equipment back and every account closed on the last day.
How it works
Three steps to a finished report
Works on your phone on site, or at your desk.
Step 1: Pick a template
Start from a ready-made checklist or a blank one, then edit any item or section.
Step 2: Tick as you go
Mark each item done, or pass, fail or N/A, and add a note where something needs action.
Step 3: Download and share
Download a dated PDF report, Excel or image, or print it. Your draft stays in your browser.
FAQ
Questions, answered
Everything about limits, Pro, tax and your data. Can't find your answer? We reply within 2 working days.
01Why is offboarding important?
It protects your data and equipment, keeps work moving after the person leaves and makes sure final pay and paperwork are right.
02When should system access be removed?
On the last working day, or sooner if needed. Change any shared passwords the person knew.
03Does the employee get a copy?
You can share the PDF with them as a record of equipment returned.
04Is it free?
Yes. Fill it in online and download it as a PDF, Excel or PNG, 3 reports a day, with no sign-up, and you can add your logo. Pro adds photos, your signature, premium designs and unlimited reports.