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Voluntary:: Termination Checklist

This document outlines a termination checklist that includes steps to complete for both voluntary and involuntary terminations. It covers notifying relevant departments about terminating an employee's benefits, compensation, legal obligations, records, IT access, facilities access, and collecting any company property. The checklist aims to ensure a thorough and organized termination process.

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Amartya Amitav
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126 views3 pages

Voluntary:: Termination Checklist

This document outlines a termination checklist that includes steps to complete for both voluntary and involuntary terminations. It covers notifying relevant departments about terminating an employee's benefits, compensation, legal obligations, records, IT access, facilities access, and collecting any company property. The checklist aims to ensure a thorough and organized termination process.

Uploaded by

Amartya Amitav
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Termination Checklist

Type of Termination
Voluntary:
___ Received employee resignation letter. (If verbal resignation, provided employee with a
written confirmation of resignation, retained copy).
___ Scheduled exit interview. ___ Completed exit interview.
Involuntary:
___ Provided employee with termination letter (for-cause terminations).
___ Provided employee with severance agreement if layoff and severance eligible.
___ Received signed severance agreement.
___ Provided employee with WARN/OWBPA notices (if applicable).
Benefits
___ Provided employee with termination/continuation of employment insurance benefits
information (COBRA, life insurance, supplemental insurance, etc.)
___ Checked FSA/HSA participation and informed employee of remaining funds and
reimbursement deadlines, if applicable.
___ Checked DCAP participation and informed employee of remaining funds and
reimbursement deadlines, if applicable.
___ Checked PTO balance and informed employee of any remaining PTO and how it will be
processed at termination of employment.
___ Informed employee about retirement plan options.
Compensation
___ Provided notice of policy regarding any outstanding balances for money owed to company:
educational loans/pay advances.
___ Notified Payroll department to process final paycheck.
___ Informed Payroll of any unused but earned PTO amounts due to employee.
___ Notified Payroll to process severance pay and whether lump sum or salary continuation (if
applicable).
Contracts/Legal
___ Provided letter reminding employee of any legal obligations that continue post-employment
(such as noncompete/confidentiality agreements/employment contracts).
Immigration
___ Notified company immigration attorney of termination if employee is on temporary work
visa.
Records
___ Pulled personnel file to be stored with terminated employee files.
___ Pulled Form I-9 to be stored with terminated employees’ I-9s.
___ Obtained written authorization from employee to respond to employment verification
requests.
Information Technology
___ Disabled e-mail account.
___ Removed employee’s name from e-mail group distribution lists; internal/office phone list;
website and building directories.
___ Disabled computer access.
___ Disabled phone extension.
___ Disabled voicemail.
Facilities/Office Manager
___ Disabled security codes, if necessary.
___ Changed office mailbox.
___ Cleaned work area and removed personal belongings.
Collected the following items:
___ Keys (___office, ___building, ___desk, ___file cabinets, ___ other)
___ ID card
___ Building access card
___ Business cards
___ Nameplate
___ Name badge
___ Company cell phone
___ Laptop
___ Uniforms
___ Tools
___ Other _______________________
___ Other _______________________
Form Completed by:____________________________________ Date: _________________

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