End User Termination Checklist

Do not fill this out:

Termination overview

Employee name *

Employee ID

Department

Position / title

Manager *

Last day worked *

Initiated by *

Client (if applicable)

Your email *

Termination type *

Access revocation effective *

Scheduled revocation date / time

Time zone for scheduled revocation

Pre-termination actions

HR has notified IT/Security of the termination date and effective timeManager has notified relevant department headsExit interview scheduledData/knowledge transfer plan confirmed with managerReturn-of-equipment instructions sent to employee

Equipment & asset return

Laptop / desktop returnedMonitor / peripherals returnedMobile phone returnedBadge / key fob / keys returnedCompany credit card returned or deactivated

Other company property returned (specify)

Data & security

Personal files backed up and removed from company systemsCompany data retained per records retention policyShared account passwords/credentials rotatedEmail forwarding / auto-reply rules reviewed and removed after transition periodAccess logs reviewed for unusual activity prior to termination

Communications & administrative

Removed from distribution lists, Teams/Slack channelsOrg chart and directory updatedAuto-reply / out-of-office message set (if applicable)Final paycheck, COBRA / benefits information providedExit interview conducted and documented

Sign-off

Record only sign-offs already confirmed. Submission itself does not revoke system access.

IT / Security — name

IT / Security — date

IT / Security — confirmed

HR — name

HR — date

HR — confirmed

Manager — name

Manager — date

Manager — confirmed