Business operations concept · updated August 9, 2026
Offboarding Checklist
An offboarding checklist is a defined list of steps to complete when a client or employee relationship formally ends, covering access, assets, and final records.
Example
When a client relationship ends, the checklist covers revoking their portal access, delivering final files, and sending a closing statement, in a consistent order every time.
Why it matters
A checklist catches the step that's easy to forget in an otherwise routine process, like revoking access that should have ended with the relationship.
Limits and cautions
A generic checklist applied without judgment can miss something specific to an unusual relationship that a standard offboarding doesn't anticipate.
Relevance to Stelaah
Stelaah's client lifecycle and access settings can turn a written offboarding checklist into an actual sequence of actions taken on the record.
This connection describes product intent, not a guarantee that every plan or workflow supports every related capability.