Employee Offboarding Tracker in Excel

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

• User ID: Admin1 | Password: abcd

• Ensures only authorized users can enter the system

• Secures sensitive employee exit data

Main Control Panel (Main Form)

• Add or update offboarding records

• Navigate to dashboard, data sheet, or user settings

• Manage lists like departments, assets, and managers

• Built-in user management to add, edit, or delete users

Dashboard Sheet – Visual Exit Insights

• 7 Interactive Slicers – Filter by Department, Manager, Date, etc.

• 7 Dynamic Charts

  • By Assets Returned (Doughnut)

  • By Designation (Bar)

  • By Exit Interview (Column)

  • By Department (Pie)

  • By Final Settlement (Bar)

  • By Manager Name (Bar)

  • By Clearance Status (Bar)

• Auto-refreshing visuals every time new data is added

Data Entry Sheet with VBA-Powered Form
Fields include:

• Employee ID, Name, Department, Designation

• Resignation & Last Working Day

• Exit Interview, Assets Returned, Clearance, Final Settlement

• Functional Buttons: Add, Update, Delete

Manage List Sheet – Dynamic Dropdowns

• Easily edit dropdown values:

  • Department, Manager, Assets, Interview Types, Clearance, etc.

• Changes auto-sync with the form

Support Sheet – Pivot Backend (Hidden)

• Auto-feeds data to the dashboard charts

• Requires no manual interaction

User Management System

• Add, remove, and update user credentials

• Assign admin-level or limited access

• Password protection ensures security

Upcoming Settings Sheet

• Plan for custom filters, notifications, and access levels

What’s Inside the Excel Tracker?

• Main Dashboard

• Data Entry Form with Validation

• Multi-user Login with Access Control

• Editable Lists for Dropdown Customization

• Charts that Update Automatically

• Pivot-Powered Backend

All in a single Excel file — no third-party tools required.

How to Use the Offboarding Tracker

1. Login using your admin credentials

2. Go to the Main Form to add or manage employee exit records

3. Use dropdowns powered by the Manage List sheet

4. Navigate to the Dashboard to visualize data instantly

5. Manage users and access control via the User Management form

6. 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

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