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# How to Run an Employee Offboarding Checklist
- URL: https://blog.jestor.com/run-an-employee-offboarding-checklist/
- Published: 2026-09-17T22:40:50.000Z
- Updated: 2026-09-17T22:40:50.000Z
- Author: Bruno Bannach

To **run an employee offboarding checklist**, the items belong to several departments and the deadline is fixed. Offboarding handled informally leaves access open and equipment unaccounted for.

## What typically gets missed

The urgent items are done and the rest are not.

- System access left active weeks after departure
- Equipment never returned or chased
- Process knowledge leaving with the person
- Approval routing still pointing at them

## What the checklist should cover

- **Access removal**, across every system
- **Equipment return**, with condition recorded
- **Process handover**, including documentation
- **Routing reassignment**, so approvals do not stall
- **Records**, with the user deactivated rather than deleted

## How to set it up in Jestor

1. Create the offboarding record in **Jestor**, triggered by the departure date.
2. Use subtasks so each department owns its own items.
3. Reassign **cost center** ownership and any approval routing that points at them.
4. Record equipment return against the allocation, with condition photos.
5. Deactivate the user — removed users are marked inactive, so history stays intact.

## Why choose Jestor for clean departures?

Because removed users in **Jestor** are marked inactive rather than deleted, historical changes still resolve to an identifiable person — which any audit of the period requires.

Reassigning routing before the departure date is what prevents the most common post-departure failure: approvals queuing on someone who has left.

## Frequently Asked Questions

### Are departed users deleted?

No, marked inactive so history is preserved. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### What should be reassigned first?

Cost centre ownership and approval routing.

### Can each department own its items?

Yes, using subtasks.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.