How to Run an Employee Offboarding Checklist

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

Create the offboarding record in Jestor, triggered by the departure date.
Use subtasks so each department owns its own items.
Reassign cost center ownership and any approval routing that points at them.
Record equipment return against the allocation, with condition photos.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

How do you choose an AI tool for professional services operations teams in SMBs?

To choose an AI tool for professional services operations teams in SMBs, look for a platform that combines no-code tables for clients, engagements, and documents with AI features that answer messages, read documents, and summarize data, while keeping professionals in control of advice. In Jestor, these pieces work together,

How do you build a business continuity plan for a services firm?

To build a business continuity plan for a services firm, list critical processes and deadlines, identify risks such as system outages or key person absence, define backup options, assign roles, and test the plan. In Jestor, processes, risks, and actions are connected, so the firm keeps serving clients during disruptions.

What is the best way to run IT security awareness training for staff in a services firm?

A practical way to run IT security awareness training for staff in a services firm is to define short training modules, assign them to all staff, track completion, run simulated phishing tests, and schedule refreshers. In Jestor, staff, modules, and results are connected, so security habits become part of the

How do you route website lead forms to the right team in a services firm?

To route website lead forms to the right team in a services firm, ask for the service and company size in the form, route leads automatically to the right team, set response time targets, record follow-ups, and track conversion by source. In Jestor, forms, leads, and teams are connected,