Policy

Exit Clearance Policy Template

Ensure clean employee exits with mandatory asset return, access revocation, and knowledge transfer.

Purpose

This policy ensures every employee departure follows a consistent, documented process that protects company assets, data, and operations.

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.

Timeline

Exit clearance must be completed within 3 business days of the employee's last working day. IT access revocation happens within 1 hour of the last day. Final settlement is processed within 30 days as per company policy.

Put this into practice with workro desk.