Employee Termination Checklist
Table of Contents
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
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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.