Staff Leave Offboarding

Staff details

Staff name:

Department / role:

Last working day:

Requested by (Manager / HR):

Handled by (Admin / IT):

Before last day (Manager / HR)

Notify Admin of last working day Confirm handover of work files to file server / successor Confirm return of company assets (PC, keys, cards, etc.)

Last working day — Disable access (Admin → IT if needed)

Disable / remove on the same day (or sooner if required):

Office PC local user account tree.com.hk email (disable / forward as approved by Manager) File server personal folder access Shared folder access QuickBooks (if any) POS (if any) Online sales system (if any) Remote / VPN access (if any)

Asset return

Office PC / laptop returned Access cards / keys returned Other company devices returned Confirm no company data left on personal devices

After leave

Record offboarding date and who handled it Keep personal folder per company retention rule (or archive as directed by Manager) Confirm no shared passwords were used by this staff

Completion (internal record only)

Admin / IT marks the checklist complete and notes that offboarding steps were acknowledged with Manager / HR where practical.

Completed by (Admin / IT):

Date:

Notes (optional):