O

Offboarding Checklist Spreadsheet Template

Ensures departing employees complete necessary exit tasks like returning assets and final paperwork.

Offboarding Checklist
Purpose: This checklist ensures all necessary steps are completed when an employee exits the company, including return of assets, final documentation, and knowledge transfer.

Employee Name:	{name}
Department:	{department}
Supervisor:	{supervisor}
Job Title:	{jobTitle}
Last Working Day:	{lastWorkingDay}

Checklist Items
Task	Completed (Yes/No)	Responsible Person	Completion Date
{#checklist.task}	{#checklist.completed}	{#checklist.responsible}	{#checklist.date}

Final Notes:
{finalNotes}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download Excel Template (.XLSX)

Customize Template

Download the Offboarding Checklist template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload & Configure

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Generate Documents

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Offboarding Checklist Using Forms

collect offboarding details from HR via secure web form

generate employee offboarding checklist from submitted exit form

automate offboarding asset return log with form data

create exit interview checklist spreadsheet with form responses

streamline employee offboarding process using online form

Generate Offboarding Checklist Using APIs

trigger offboarding checklist generation via HRIS API

auto-generate offboarding spreadsheet from internal employee database

create employee exit checklist using REST API in workflow

populate offboarding tasks in Excel from CRM system

generate offboarding report on employee termination event via API

Integrations / Automations

automatically create offboarding checklist when employee is deactivated in BambooHR using Zapier

generate Excel offboarding document from Google Forms responses via Make

sync Microsoft Teams exit tasks to offboarding spreadsheet with Power Automate

use Monday.com status change to trigger offboarding checklist generation

auto-create Excel offboarding workflow when user removed from Active Directory group

Other templates in Human Resources & Administration

Employee Information Form

DocumentDOCX

Collects personal and emergency contact details of employees.

Performance Review Form

SpreadsheetXLSX

Provides a structured evaluation of employee performance with criteria and scoring.

Overtime Request Form

DocumentDOCX

Form to document employee requests for approval to work extra hours.

Offboarding Checklist

SpreadsheetXLSX

Ensures departing employees complete necessary exit tasks like returning assets and final paperwork.

Human Resources & Administration Templates