How to use the Offboarding checklist template

Start a board from it
Use this template opens a new Freero board with the Offboarding checklist template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Offboarding checklist”.
Follow the instruction on the board
“Copy it the day someone resigns and give each column an owner. Access is removed at the end of the last day, not the next morning.”
Fill in each part
- When they resign In the first few days after notice.
- During notice Handover and the paperwork.
- Last day Equipment, access and the goodbye.
- After they leave Close out pay and records.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Offboarding checklist board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Role handover
Hand over a role when someone moves on: responsibilities, open work, key relationships, where things live and what’s risky.
Exit interview
Learn from people who leave: why they’re going, what worked, what didn’t, and what would have made them stay.
Volunteer onboarding
Take a new volunteer from signing up to their first shifts without losing them to slow replies, checks or a confusing first day.
Policy rollout
Introduce a new or changed workplace policy in stages: draft, consult, approve, announce, train and check that it works in practice.
Skills matrix
Who knows what on the team, at which level, so you can spot single points of failure and plan cross-training.
Role definition
One role on a page: why it exists, the outcomes it owns, the decisions it makes and where it stops.