Is the employee offboarding checklist free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Free project template

Employee offboarding checklist with every task dated from the day you start

Notice to last day: handover, access, equipment, the exit conversation, the goodbye.

3 sections
14 tasks
Opens as a list
Dated from day 1

Offboarding: [name]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

On notice

Confirm the last day and the notice termsDay 1High
Tell the team and the clients who need to knowDay 3
List what they own: clients, projects, systems, passwordsDay 4High
Decide who takes eachDay 6

Handover

Handover document written by the leaverDay 15High
Handover meetings with each person taking somethingDay 19
Introduce the new contact to each clientDay 21
Review the handover documentDay 22

Last week

Exit conversationDay 27What would you change? What should we keep?
Equipment and keys returnedDay 29
Last dayDay 29Urgent
Access removedDay 29Urgent
Final pay and paperworkDay 31
GoodbyeDay 29, 16:00

About this template

Leaving well is a checklist. This project runs from notice to last day: the handover written by the person leaving, access removed on the day, equipment returned, an exit conversation worth having, and a goodbye that is not an afterthought.

Tips from the template

Set the last day on the "Last day" task.
The handover document is the leaver's task; review it a week before.
Remove access on the last day itself.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Employee offboarding and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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