Employee transitions are critical moments in any organisation and this checklist helps you always get them right.
Onboarding, offboarding, and layoffs aren’t just routine processes, they need to be carefully carried out to protect your company’s reputation, shape workplace culture, and maintain compliance. Without structure, even one missed step can lead to confusion, security risks, or lasting cultural damage.
This checklist gives you a complete framework to manage all three transitions with clarity, consistency, and care.

What’s Inside?
- A step-by-step checklist to manage onboarding, offboarding, and layoffs
- Practical guidance to reduce HR errors, delays, and compliance risks
- Templates and process flows you can customise for any team or role
How to Use This Checklist
This isn’t just a task list, it’s your go-to tool for delivering smooth, structured employee transitions at every stage.
Download it, tailor it to your organisation needs, and use it to build repeatable systems that protect your team, your time, and your brand’s reputation.
Explore More HR Resources
Are you looking to further improve your HR practices? We have these additional checklists to support you:
Download your HR Audit Checklist here
Ensuring you are on top of your HR processes doesn’t have to be overwhelming. With this HR Audit Checklist, you can always stay ahead by identifying gaps and keeping your workplace efficient.
Download your L&D Checklist here
Planning impactful Learning & Development shouldn’t feel like guesswork. With this L&D Checklist, you’ll be able to align training with business goals, identify skill gaps early, and keep your team on track every quarter.