Employee Offboarding Checklist

Employee Offboarding Checklist

Set a departure date — offboarding tasks assigned to IT, HR, Finance instantly

When your operations lead hands in two weeks notice, HR, IT, and Finance each have a list of things to do but no shared system to run it. Access credentials stay active past the last day. A loaner laptop walks out. The final paycheck misses a reimbursement. Each gap shows up quietly and costs you later.

Set an archival date on any employee record and this addon matches their department to your saved template, then creates every task in seconds. IT access revocation, equipment return, exit interview, payroll cutoff, and any custom steps your process requires — each task arrives pre-assigned to the right owner with a deadline tied to the last working day.

Your team works the queue from a kanban board showing every active offboarding at once. Overdue tasks surface in red before they compound further. HR finishes exit interviews on schedule. IT closes accounts before the badge expires. Finance gets the payroll cutoff date without chasing anyone.

Build one template for Engineering, one for Sales, one for Operations. Every future departure in those departments runs from that template with no repeated setup. Initial configuration — defining templates and mapping task owners — takes under 20 minutes.

Details

• Odoo versions: 16, 17, 18, 19
• Dependencies: base, hr
• License: LGPL-3
• Technical name: hr_checklist_offboarding
• Quality score: 91.2/100
• Odoo App Store: view listing
• Source: GitHub