Employee Exit Clearance Policy Template

Why Exit Clearance Matters

When an employee leaves, the company faces three risks: data theft (they take company information), security gaps (their access remains active), and asset loss (they do not return equipment). An exit clearance policy prevents all three by creating a mandatory checklist that must be completed before the final settlement.

Exit Clearance Checklist

• IT assets returned: Laptop, phone, monitor, accessories — all returned and condition documented.
• Access revoked: Email, VPN, all applications, physical access cards — disabled within 1 hour of last day.
• Data transfer: Emails forwarded, files transferred, project ownership reassigned.
• Knowledge transfer: Documentation updated, passwords shared (via secure method), handover meeting completed.
• Final settlement: No outstanding advances, expenses reconciled, full and final settlement processed.

Download the Template

Download the Exit Clearance Policy Template

Implement with Workro Desk

Workro Desk automates the exit clearance process. When HR creates an offboarding ticket, IT gets a checklist: revoke access, collect assets, update registry. Every step is tracked and timestamped. Start free.