F-Q20 Staff Leaving Checklist
| File Reference : | F-Q20 Staff Leaving Checklist |
For staff leaving your business, this form allows you to record that relevant checks have taken place: equipment returned, key/logins de-activated, and comments/feedback can be captured from the departing employee.
This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
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Further guidance on leavers and offboarding:
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Staff Leaving Checklist Template
A staff leaving checklist for working through everything that needs to happen when someone leaves - equipment returned, IT logins deactivated, keys and passes handed back, personal data reviewed with a deletion date, and a confirmation letter sent. Each item is ticked as it is done and the checklist is signed off.
Offboarding is where practical, security and data protection risks come together, and a checklist is how you make sure nothing is missed. This form gives you a consistent leaver record and supports the access control and data protection expected across a management system.
Built for Secure Offboarding
The checklist captures what a proper leaver process needs to cover:
- Equipment checked and all items returned or deactivated
- All IT logins reset or deactivated
- Keys, badges and uniforms returned
- Personal data held reviewed with a deletion date, and a confirmation letter sent
What's Included in this Staff Leaving Checklist
The form is set out so a leaver can be processed and recorded in one place:
- Employee details - name, position, date started and date left
- Leaving checklist - equipment, IT logins, keys and passes, personal data review and confirmation letter
- Comments - feedback from the departing member of staff and any other details
- Completion - name and date confirming the checks are complete
Who Needs a Staff Leaving Checklist?
Any employer needs a consistent way to offboard leavers and close down their access and records. It suits any small or growing business, and supports the access control and personnel data protection expected under ISO 9001 and ISO 27001.
Included in the ISO 9001 Toolkit
This form is part of the ISO 9001 Toolkit - the forms, registers, procedures and guidance for running a management system in one download - and is included in every alphaZ ISO toolkit that covers managing people.