{"product_id":"avgangssamtal-avslutschecklista-hr-offboarding-overlamning-excel-word-pdf","title":"Exit Interview \u0026 Offboarding Checklist – HR Offboarding, Handover \u0026 Excel | Word\/PDF","description":"\u003cdiv class=\"mb-product-copy\"\u003e\n\n\u003cp\u003e\u003cstrong\u003eExit Interview \u0026amp; HR Offboarding Checklist\u003c\/strong\u003e – a comprehensive document package for employers who need to plan the practical conclusion of employment, conduct an exit interview, hand over work tasks, receive equipment, and follow up to ensure that IT permissions have actually been revoked. The templates are based on the Swedish labor law and data protection law context and help you coordinate the manager, HR, payroll, and IT. They do not replace a notice of termination or a separation agreement.\u003c\/p\u003e\n\n\u003cdiv style=\"margin:18px 0;padding:18px;background:#f0f6fc;border:1px solid #bdd3e6;border-radius:12px\"\u003e\n\n\u003ch2\u003e01. Package Contents\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e15 digital files in a ZIP:\u003c\/strong\u003e five Swedish work templates, one Swedish user guide, and one English User Guide – all in editable Word (7 DOCX) and corresponding searchable PDF (7 PDF) – plus an Excel register (1 XLSX) with nine tabs. The PDF files are read-only and printable versions, not interactive PDF forms.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv style=\"margin:18px 0;padding:18px;background:#f0f6fc;border:1px solid #bdd3e6;border-radius:12px\"\u003e\n\n\u003ch2\u003e02. What the Files Contain\u003c\/h2\u003e\n\n\u003cp\u003eStructured exit interview with privacy guidelines, offboarding checklist for the employer, knowledge and work handover plan, equipment return receipt, permissions and personal data checklist, two guides, and an Excel register with checkpoints, cases, equipment, handover, IT termination, and verified follow-up.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eAll Included Templates\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"width:100%;border-collapse:collapse\"\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth style=\"padding:8px;text-align:left;border-bottom:2px solid #bdd3e6\"\u003eDocument\u003c\/th\u003e\n\n\u003cth style=\"padding:8px;text-align:left;border-bottom:2px solid #bdd3e6\"\u003eUse Case\u003c\/th\u003e\n\n\u003cth style=\"padding:8px;text-align:left;border-bottom:2px solid #bdd3e6\"\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eExit Interview\u003c\/td\u003e\n\n\u003ctd\u003eQuestions about work tasks, organization, improvements, and knowledge transfer\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eOffboarding Checklist – Employer\u003c\/td\u003e\n\n\u003ctd\u003eResponsibilities for HR, payroll, employment certificates, IT, equipment, and open items\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eHandover Plan – Work Tasks\u003c\/td\u003e\n\n\u003ctd\u003eOngoing cases, recipients, deadlines, and verified handover\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eReturn Receipt – Equipment\u003c\/td\u003e\n\n\u003ctd\u003eComputer, phone, access card, keys, inventory number, and discrepancies\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003ePermissions and Personal Data\u003c\/td\u003e\n\n\u003ctd\u003eIT termination, access control, email, storage, and information security\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eSwedish User Guide\u003c\/td\u003e\n\n\u003ctd\u003eWorkflow, checkpoints, and authority sources\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eEnglish User Guide\u003c\/td\u003e\n\n\u003ctd\u003eEnglish instructions for the Swedish working documents\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eOffboarding Register\u003c\/td\u003e\n\n\u003ctd\u003eNine tabs and administrative KPIs\u003c\/td\u003e\n\n\u003ctd\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003ch2\u003eExcel Register for HR Offboarding – Nine Tabs\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eOverview, Employees, Checkpoints, Handover, Equipment, Permissions, Follow-up, Sources, and Read Me.\u003c\/strong\u003e Excel counts registered employees, open checkpoints, unverified handovers, equipment missing a receipt, permissions not yet checked, and open follow-up items.\u003c\/p\u003e\n\n\u003cp\u003eA checkpoint with the status \u003cem\u003eDone\u003c\/em\u003e is not automatically verified: the responsible person as well as the completion and verification dates must also be documented. The register files are intended for administrative IDs and factual actions – not for sensitive interview answers, passwords, or private health information.\u003c\/p\u003e\n\n\u003ch2\u003eHow the Offboarding Process Is Carried Out\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003eCheck that the grounds for the termination of employment, the last day of employment, and any collective agreement have been investigated separately and correctly.\u003c\/li\u003e\n\n\u003cli\u003eAppoint the responsible manager and contact points for HR, payroll, IT, and permissions.\u003c\/li\u003e\n\n\u003cli\u003ePlan the handover, responsibility for ongoing cases, and final deliveries.\u003c\/li\u003e\n\n\u003cli\u003eConduct a voluntary and professional exit interview if relevant.\u003c\/li\u003e\n\n\u003cli\u003ePhysically acknowledge returned equipment; document any discrepancies factually.\u003c\/li\u003e\n\n\u003cli\u003eTerminate and check system permissions, and handle email and personal data according to internal data protection routines.\u003c\/li\u003e\n\n\u003cli\u003eVerify open items in Excel and document responsibility for remaining questions.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eLegally Important When Terminating Employment\u003c\/h2\u003e\n\n\u003cp\u003eAccording to \u003ca href=\"https:\/\/verksamt.se\/personal-rekrytering\/uppsagning-uppsagningstid\"\u003eVerksamt.se's guidance\u003c\/a\u003e, the employer needs to check which notice period applies, the form of employment, any collective agreement, and the right to holiday pay. An employment certificate may need to be issued upon request through the regular process. These issues require separate consideration; \u003cstrong\u003ethe package is not a notice of termination, separation agreement, or automatic final salary calculation\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003cp\u003eA return receipt for the employer's property does \u003cstrong\u003enot in itself entitle the employer to a salary deduction or set-off\u003c\/strong\u003e. Special restrictions may also apply to advance holiday; see \u003ca href=\"https:\/\/verksamt.se\/personal-rekrytering\/ledighet\/semester-semesterdagar\/forskottssemester\"\u003eVerksamt.se on advance holiday\u003c\/a\u003e. The employer must handle such issues through a separate, correct process.\u003c\/p\u003e\n\n\u003ch2\u003eData Protection, Exit Interview, and Former Employees\u003c\/h2\u003e\n\n\u003cp\u003eAccording to \u003ca href=\"https:\/\/www.imy.se\/privatperson\/dataskydd\/vi-guidar-dig\/dina-rattigheter-pa-jobbet\/\"\u003eIMY's guidance\u003c\/a\u003e, personal data about former employees may only be stored as long as it is necessary and justifiable. Other rules may require the retention of certain data for purposes such as payroll, accounting, and disputes. Limit access and document the purpose and deletion according to \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/dataskydd-pa-olika-omraden\/arbetsliv\/tillaten-behandling--vilka-krav-galler\/grundlaggande-principer\/\"\u003eIMY's basic data protection principles\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003eNotes from an exit interview are not automatically anonymous. Avoid unnecessary information about health, personal conflicts, and other sensitive circumstances. Routines for closing email accounts and checking work computers or mobile phones must also follow data protection requirements – see \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/vi-guidar-dig\/integritet-pa-jobbet\/sa-far-du-som-arbetsgivare-kolla-medarbetarnas-jobbmobiler\/\"\u003eIMY's guidance on work equipment\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003ch2\u003eFrequently Asked Questions\u003c\/h2\u003e\n\n\u003ch3\u003eIs it mandatory to conduct an exit interview?\u003c\/h3\u003e\n\n\u003cp\u003eThere is no general requirement that every employment must end with an exit interview. The interview is a voluntary organizational tool and must be handled correctly from a data protection perspective.\u003c\/p\u003e\n\n\u003ch3\u003eCan the offboarding checklist be used as a notice of termination?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The checklist documents practical work tasks after the termination of employment has been established in the correct order.\u003c\/p\u003e\n\n\u003ch3\u003eDoes a signed equipment receipt give the right to deduct money from the final salary?\u003c\/h3\u003e\n\n\u003cp\u003eNo, not automatically. Any claims for compensation and set-offs must be assessed against special rules, agreements, and actual circumstances.\u003c\/p\u003e\n\n\u003ch3\u003eHow do I know that IT permissions have actually been revoked?\u003c\/h3\u003e\n\n\u003cp\u003eThe IT manager documents the action and checks the result. Excel distinguishes between a request to terminate and a verified termination.\u003c\/p\u003e\n\n\u003ch3\u003eHow long should former employees' data be stored?\u003c\/h3\u003e\n\n\u003cp\u003eIt depends on the purpose, legal basis, and any retention requirements. There is no single general retention period for all HR data.\u003c\/p\u003e\n\n\u003ch3\u003eCan the package be used together with IT offboarding?\u003c\/h3\u003e\n\n\u003cp\u003eYes. These templates cover HR's overall process and can be coordinated with a separate technical permission revocation.\u003c\/p\u003e\n\n\u003ch3\u003eAre surveys and guides in English included?\u003c\/h3\u003e\n\n\u003cp\u003eThe work documents are in Swedish. A separate English-language user guide is included.\u003c\/p\u003e\n\n\u003ch2\u003eRelated Document Packages\u003c\/h2\u003e\n\n\u003cp\u003eComplement with \u003ca href=\"\/en\/products\/it-offboarding-behorighetsavslut-2026-2027-excel-word-pdf\"\u003eIT offboarding and permission revocation\u003c\/a\u003e, \u003ca href=\"\/en\/products\/introduktionsplan-introduktionschecklista-nyanstalld-word-pdf-excel\"\u003eonboarding plan for new employees\u003c\/a\u003e, \u003ca href=\"\/en\/products\/personalhandbok-hr-policy-mallpaket-2026\"\u003eemployee handbook and HR policy\u003c\/a\u003e, and \u003ca href=\"\/en\/collections\/hr-arbetsratt-visselblasning-mallar\"\u003emore templates in HR and labor law\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003cp\u003e\u003csmall\u003eVersion 1.0 · Source control October 23, 2026 · Swedish law · 15 digital customer files in ZIP.\u003c\/small\u003e\u003c\/p\u003e\n\n\n\n\u003csection class=\"mb-rel48-link\" lang=\"en\" \u003e\u003ch2\u003eCoordinate HR and IT offboarding\u003c\/h2\u003e\u003cp\u003eTechnical access removal must be coordinated with HR but handled separately from legal employment decisions. \u003ca href=\"\/en\/blogs\/foretag\/it-offboarding-behorighetsavslut-checklista-anstalld-slutar-2026\"\u003eGuide to IT offboarding\u003c\/a\u003e.\u003c\/p\u003e\u003c\/section\u003e\n\u003c\/div\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56005197627734,"sku":"HR-AVSLUT-EXIT-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/avgangssamtal-avslutschecklista-huvudbild-1600.webp?v=1792779146","url":"https:\/\/mallbutiken.se\/en\/products\/avgangssamtal-avslutschecklista-hr-offboarding-overlamning-excel-word-pdf","provider":"Mallbutiken","version":"1.0","type":"link"}