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Employee Termination Checklist

Employees / Staff

Use this checklist when an employee is leaving the organization.

Exit process


Record details of employee's termination

Fullname

User will type answer here...

Employee email address

User will type answer here...

Department

User will type answer here...

Receive resignation letter


Notify HR, payroll, IT and more....

Task list

  • Notify HR
  • Notify payroll
  • Notify IT
  • Notify facility

Recover property


Collect office keys


Collect office badge


Collect corporate credit card


Collect cellphone


Collect laptop


Online accounts


Remove access to Helpdesk


Remove email access


Disconnect computer login


Change passwords


Benefits


Cancel benefits

Task list

  • Health insurance cancelled
  • Dental insurance cancelled?
  • Life insurance cancelled?
  • Disability insurance canceled
  • Retirement contributions stopped

Does employee want Cobra?

User will pick from this choices


Give letter discussing status of benefits


Discuss non-compete agreement


Exit interview


Have exit interview


Collect written permission for future reference checks


Provide an address update form


Talk to staff


Open position requisition completed (if applicable)


Final pay


Take employee off payrol


Notify former employee's clients or customers


Provide severance pay if applicable


Farewell


Farewell gift ordered


Farewell party organized


After farewell


Cleanup desk


Notes