Checklist for departing staff
- Pre-filled - just tick as you go
- Provides key protections for your business
- Helps you comply with GDPR obligations
Use this checklist for departing staff to tick off the various tasks you need to undertake when a staff member leaves your business, and make sure you don’t forget anything important.
This checklist covers practical matters for the security of your premises, like returning keys, and administrative matters, like dealing with final salary payments. It also includes measures to take to protect your business interests, such as removing the individual’s access to your internal systems.
You can also purchase this checklist as part of the TUPE transfer toolkit for outgoing employer.
Q&A
When should I use this document?
You can use this checklist when a staff member is leaving your business.
It will help you make sure you carry out all the steps you need to in the weeks leading up to and immediately following the staff member’s departure.
What does this document cover?
This checklist covers the steps and tasks you need to carry out when a staff member is leaving your business, and allows you to tick them off. It includes:
- practical steps, such as the return of company keys and property;
- HR matters, such as arranging an exit interview, producing a final payslip and arranging a handover;
- steps to protect your customers and data, such as removing access to software and changing passwords.
Why do I need this document?
Using this checklist will help ensure you don’t forget to do anything when a staff member leaves.
It will help ensure that your business does not run into issues relating to the security of your premises, client confidentiality or data protection as a result of the departure. It will also help ensure that the departure runs smoothly and involves minimal disruption for the rest of your team.
Where can I find out more?
For more information about what to do when staff leave, see Practical steps to take when a staff member leaves.
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