Employee Termination Checklist
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Table of Contents
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- Documentation & Notification
- Compile the proper documentation.
- Prepare the termination letter.
- Notify Human Resources.
- Ask employee to write a resignation letter that states he/she is leaving and the termination date.
- Notify your network administrator of the date and time on which to terminate the employee's access to computer and telephone systems.
- Return of Property
- Make sure employee returns all company-owned items.
- Make sure employee provides his/hers supervisors with passwords and other information pertaining to accessing computer files and telephone messages.
- Make sure access to external company databases is removed.
- Make sure employee's e-mail account is canceled.
- Set automatic e-mail notification to alert sender that employee is no longer employed.
- Compensation Issues
- Determine what 'wages' are owed.
- Determine how much vacation has the employee earned.
- Determine much vacation has been used.
- Prepare information regarding rollover of any 401(k) plans and other benefit information.
- Life/Disability Insurance - discontinue premium payments.
- Obtain executed copy of employee's final expense report.
- Exit Interview
- Make sure HR office will schedule an exit interview.
- Discuss appropriate details regarding termination.
- Review confidentiality or proprietary information agreement.
- Confirm employee's address for future mailing of information.
- Provide employee with a contact person and information for questions arising after the meeting.
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Presented by:
Alex Strickland
Stats
Views
195
Views: 195
Uses
8
Uses: 8
Tasks
25
Tasks: 25
Who it's for
This Employee Termination Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Employee Termination steps every time, regardless of who executes
- Save time - reuse a proven Employee Termination workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Employee Termination checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Employee Termination Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Employee Termination comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 481 votes