New Starter Checklist
Get somebody started properly, with the checks, paperwork, safety induction and equipment handled as a list rather than remembered in pieces.
SR-06 1 page
Staff records · SR-07
Leaver Checklist
A free printable leaver checklist — equipment returned with serial numbers, access and accounts closed, handover done, final pay worked out.
Download Free · no sign-up
One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
Close somebody's employment down tidily, so keys, kit, accounts and the handover are all dealt with rather than discovered months later.
Who it is for
Small employers, office managers, site managers and anyone who has ever gone looking for a laptop nobody returned.
How to use it
- Start it a week before the last day, not on it.
- Record serial numbers of returned equipment, and its condition.
- Close accounts and access on the last day, not when someone remembers.
- Make sure the handover actually happened — see the handover sheet.
- Both sign it.
What is on the sheet
One page, top to bottom:
Printed under the title: What has to be returned, cancelled, paid and recorded when somebody leaves.
Return, cancel, pay, record. Most of what goes wrong at the end of employment is administrative: a key not returned, an account left open, a final payment not worked out. Handled as a list, none of it is difficult.
Write-on lines: Name · Role · Last working day · Manager
Returned
Table, 5 rows: Item · Serial or number · Returned on · Received by · Condition
Cancelled, closed or transferred
- Building and gate access
- Logins and email
- Company card or account
- Vehicle and fuel card
- Phone, number and contract
- Uniform and PPE
- Keys and alarm codes changed where needed
- Customers and contacts told
- Work handed over
- Final pay and outstanding leave worked out
Signature strip: Completed by · Leaver signature · Date
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