When an employee leaves your organization, the stakes are high — from returning company assets to securing sensitive information. That’s why we created the Employee Offboarding Tracker in Excel, a ready-to-use, fully automated solution designed to simplify the entire offboarding process.
Whether you’re an HR professional, business owner, or department head, this Excel-based tracker helps you handle exits professionally, securely, and efficiently — without any learning curve.
✨ Key Features of the Employee Offboarding Tracker in Excel
🔐 Login Form with Access Control
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User ID: Admin1 | Password: abcd
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Ensures only authorized users can enter the system
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Secures sensitive employee exit data
🖥️ Main Control Panel (Main Form)
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Add or update offboarding records
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Navigate to dashboard, data sheet, or user settings
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Manage lists like departments, assets, and managers
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Built-in user management to add, edit, or delete users
📊 Dashboard Sheet – Visual Exit Insights
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7 Interactive Slicers – Filter by Department, Manager, Date, etc.
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7 Dynamic Charts
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By Assets Returned (Doughnut)
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By Designation (Bar)
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By Exit Interview (Column)
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By Department (Pie)
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By Final Settlement (Bar)
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By Manager Name (Bar)
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By Clearance Status (Bar)
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Auto-refreshing visuals every time new data is added
📝 Data Entry Sheet with VBA-Powered Form
Fields include:
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Employee ID, Name, Department, Designation
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Resignation & Last Working Day
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Exit Interview, Assets Returned, Clearance, Final Settlement
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Functional Buttons: Add, Update, Delete
📋 Manage List Sheet – Dynamic Dropdowns
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Easily edit dropdown values:
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Department, Manager, Assets, Interview Types, Clearance, etc.
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Changes auto-sync with the form
📈 Support Sheet – Pivot Backend (Hidden)
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Auto-feeds data to the dashboard charts
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Requires no manual interaction
👥 User Management System
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Add, remove, and update user credentials
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Assign admin-level or limited access
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Password protection ensures security
🛠️ Upcoming Settings Sheet
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Plan for custom filters, notifications, and access levels
📦 What’s Inside the Excel Tracker?
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Main Dashboard
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Data Entry Form with Validation
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Multi-user Login with Access Control
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Editable Lists for Dropdown Customization
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Charts that Update Automatically
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Pivot-Powered Backend
All in a single Excel file — no third-party tools required.
🛠 How to Use the Offboarding Tracker
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✅ Login using your admin credentials
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📥 Go to the Main Form to add or manage employee exit records
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🧠 Use dropdowns powered by the Manage List sheet
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📊 Navigate to the Dashboard to visualize data instantly
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👤 Manage users and access control via the User Management form
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🔐 Lock support sheets to prevent unauthorized changes
👥 Who Should Use This Excel Tracker?
This tool is perfect for:
👩💼 HR Professionals – Centralize exit interviews, asset returns, and final settlements
🏢 Small Businesses & Enterprises – Scale-friendly for teams of any size
📋 Facility/Admin Teams – Track returned items and clearance checklists
👨💼 Team Leads & Managers – Get insights on turnover by department or role
🚀 Advantages of Using the Offboarding Tracker
✔️ Fully Automated Dashboard – No manual refreshes needed
✔️ Secure Login System – Keep exit data confidential
✔️ Smart Dropdowns – Eliminate typos and manual errors
✔️ Customizable – Add or modify dropdowns, charts, and sheets
✔️ All-in-One Excel Tool – No need for extra software
✔️ Compliance-Ready – Easily export data for audits and reviews
💡 Best Practices for Maximum Efficiency
📌 Use Unique Employee IDs – For error-free record keeping
📝 Add Remarks – Brief exit notes improve future HR analysis
🔄 Update Lists Monthly – Keep dropdowns current
📆 Review Dashboard Monthly – Spot trends early
🔐 Protect Sheets – Lock sensitive tabs with a password
💾 Back Up Regularly – Treat this like your exit database
🔁 Click here to read the Detailed blog post
📺 Visit our YouTube channel to learn step-by-step video tutorials
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