Remote Worker Offboarding Checklist

Streamline Remote Employee Offboarding with Paperform

Managing offboarding for remote workers presents unique challenges—from tracking scattered equipment across multiple locations to ensuring timely software license deactivation and secure digital asset handover. This Remote Worker Offboarding Checklist template transforms a typically fragmented process into a single, organized workflow that protects your business and respects your departing employee.

Built specifically for HR teams, operations managers, and IT administrators in remote-first or hybrid companies, this form captures everything you need: comprehensive equipment inventories, digital asset transfers, software access audits, shipping instructions, and exit interview insights—all in one place.

What makes this template essential for remote teams

Unlike traditional office offboarding where you can collect items in person, remote offboarding requires clear documentation, shipping coordination, and systematic digital access revocation. This template guides departing employees through:

• Complete digital asset inventory including files, credentials, and client information
• Software and system access audit for license recovery and security
• Physical equipment tracking with serial numbers and condition reports
• Pre-paid shipping label coordination for seamless returns
• Exit interview questions that capture valuable feedback

The conditional logic ensures employees only see relevant sections based on their role and equipment, while calculation fields help track total asset value and shipping requirements.

Automate handoffs with Stepper

Connect this form to Stepper to automatically trigger your offboarding workflow: create IT tickets for access revocation, notify finance about final pay and benefits, schedule manager handover meetings, generate shipping labels, update your HRIS, and route exit interview responses to leadership—all without manual data entry.

Built for modern HR teams

Whether you're a startup scaling your remote team, an agency managing distributed talent, or an established company embracing flexible work, this template helps you maintain security, recover assets, and gather insights during transitions. It's GDPR-compliant, mobile-friendly, and integrates with your existing HR stack through native connections or Stepper automation.

Replace scattered email chains and forgotten equipment with a single source of truth. Start with this template and customize fields, add your company branding, and create the professional offboarding experience your remote team deserves.