Resignation Offboarding Checklist
A structured checklist for managing voluntary employee departures — covering knowledge transfer, access removal, final pay reminders, and private employee transition support.
Not legal advice. Requirements vary by state and country.
Employer-Side Resignation Checklist
Confirm resignation date in writing
Obtain written confirmation of the employee's resignation and last working day.
Confirm last working day
Agree on the last working day, notice period obligations, and whether the notice period will be worked or paid in lieu.
Plan knowledge transfer and handoff
Document ongoing projects, key contacts, processes, and access credentials the employee manages.
Schedule exit interview
An optional exit interview can provide useful feedback. Confirm your company policy.
Remove system access on or after last day
Email, Slack, cloud storage, code repositories, VPN, and any other tools the employee had access to.
Collect company property
Laptop, badge, keys, access cards, and any company-owned equipment.
Confirm final pay and PTO payout
Final pay, accrued PTO payout rules, and any outstanding expenses. Rules vary by state and country.
Confirm reference policy
Clarify your company's reference policy with HR before the employee departs.
Employee Private Portal Checklist
Employees access their private portal independently. Employers cannot see what employees do in the portal.
Confirm final pay, PTO payout, and benefits end date with HR
Request a reference letter or LinkedIn recommendation if appropriate
Complete knowledge transfer and handoff documentation
Download personal documents, contacts, and files before access ends
Update LinkedIn profile and professional profiles
Plan next role preparation steps
Follow up on any outstanding expense reimbursements
Understand any non-compete or non-solicitation agreements
Send professional farewell messages to key colleagues
Access transition resource library for next-role guidance
Employee privacy is protected
Employees use their private portal independently. Employers cannot see personal resumes, job searches, financial notes, or private planning details. Employers receive only aggregate engagement metadata to confirm that support was accessed.
Set up a resignation offboarding
$50 per employee for a single transition. Includes employer checklist, private employee portal, and status tracking.
Frequently Asked Questions
What is resignation offboarding?
Resignation offboarding is the process a company follows when an employee voluntarily resigns. It typically includes knowledge transfer, system access removal, final pay processing, property return, and providing the departing employee with transition support.
Is this checklist legal or HR advice?
No. This checklist is a general reference for organizational purposes only. Requirements for final pay, notice periods, PTO payouts, and other resignation obligations vary significantly by state, country, and individual employment agreement. Consult qualified professionals.
Does the employee receive private transition support?
Yes. When an employer creates a resignation transition in LayoffNext, the employee receives a private portal with a knowledge transfer checklist, next-role preparation resources, and financial planning tools. Employers do not see the employee's personal portal activity.
What should knowledge transfer include?
Knowledge transfer for a resignation typically includes documentation of ongoing projects, key client or vendor contacts, system access and credentials, recurring processes, and any context needed for a replacement or the team to continue without disruption.
What is the difference between a resignation and a layoff?
A resignation is a voluntary departure initiated by the employee. A layoff is an involuntary workforce reduction initiated by the employer for business reasons. Both require structured offboarding, but the employer checklist and employee resources differ.