{"id":11588,"date":"2017-07-18T04:39:37","date_gmt":"2017-07-18T04:39:37","guid":{"rendered":"https:\/\/www.process.st\/templates\/employment-outboarding-checklist\/"},"modified":"2024-02-28T20:45:54","modified_gmt":"2024-02-28T20:45:54","slug":"employment-outboarding-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/employment-outboarding-checklist\/","title":{"rendered":"Employment Outboarding Checklist"},"content":{"rendered":"<section id=\"notify-human-resources\">\n<h2> Notify Human Resources: <\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/docs.google.com\/a\/southefinancial.com\/spreadsheets\/d\/1wmd-3acmUGAps7a-IR3_LIGpZMeHXPYpnnb8TK-0xn0\/edit?usp=sharing\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/docs.google.com\/a\/southefinancial.com\/spreadsheets\/d\/1wmd-3acmUGAps7a-IR3_LIGpZMeHXPYpnnb8TK-0xn0\/edit?usp=sharing<\/a><\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/u74rYmJGQfxX92JNZjhL3Q.png\" alt=\"Notify Human Resources:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/u74rYmJGQfxX92JNZjhL3Q.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"notify-hr\">\n<h2> Notify HR <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/a311d008-6b97-4e61-bb8d-d112de4ae914.jpg\" alt=\"Notify HR\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/a311d008-6b97-4e61-bb8d-d112de4ae914.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Notify the Human Resources office<\/strong> as soon as you have confirmed receipt of a termination letter from an employee.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"official-notice\">\n<h2> Official notice <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/6efd9228-34c8-46f4-ac5a-6821763e9c1a.jpg\" alt=\"Official notice\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/6efd9228-34c8-46f4-ac5a-6821763e9c1a.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Request the employee<\/strong> sign a&nbsp;<strong>&nbsp;<a href=\"http:\/\/humanresources.about.com\/od\/whenemploymentends\/a\/employee_resign.htm\" rel=\"nofollow noopener\" target=\"_blank\">resignation letter<\/a><\/strong> that states he\/she is leaving the company along with the effective <strong>date of resignation<\/strong> (companies usually request a minimum of two weeks notice, when possible and desirable).<\/p>\n<p><strong>Record<\/strong> the <strong>resignation letter<\/strong> and <strong>date of resignation<\/strong> using the form fields below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Resignation Letter <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Resignation Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"record-termination-details\">\n<h2> Record termination details <\/h2>\n<div class=\"text-content\">\n<p>Once they have been notified,<strong> record the details of the termination<\/strong> in question<strong> using the form fields below<\/strong>, so as to never lose track of this vital information.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Terminated Employee <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Employee Email <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Reason For Termination <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"pay-severence\">\n<h2> Pay Severence <\/h2>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Do we pay severence pay <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload Severence Letter-Signed <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How much? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date Requested <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date Paid <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"permissions--access-termination\">\n<h2> Permissions \/ Access Termination: <\/h2>\n<\/section>\n<section id=\"notify-your-network-administrator\">\n<h2> Notify your network administrator <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/16b0a888-d4dc-4af4-aeae-f9526adc0854.jpg\" alt=\"Notify your network administrator\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/16b0a888-d4dc-4af4-aeae-f9526adc0854.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Notify your network administrator<\/strong> or other appropriate staff of the<strong> date and time<\/strong> on which <strong>to <a href=\"http:\/\/humanresources.about.com\/od\/whenemploymentends\/a\/it_termination.htm\" rel=\"nofollow noopener\" target=\"_blank\">terminate the employee's access to computer<\/a> and telephone systems<\/strong>.<\/p>\n<p>Make <strong>arrangements for how these accounts will be routed<\/strong> to ensure that your organization will not lose contact with clients and customers.<\/p>\n<p><strong>Disable<\/strong> the <strong>employee's building entry alarm code<\/strong>, if applicable.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"disable-employee-building-or-property-access\">\n<h2> Disable employee building or property access <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/2bbad3cb-af01-4284-b240-d2d933b67a1f.jpg\" alt=\"Disable employee building or property access\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/2bbad3cb-af01-4284-b240-d2d933b67a1f.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Effective on the resignation date, whether immediately in a termination situation or at a mutually agreed upon end date, you need to <strong>cut&nbsp;off the employee's building access<\/strong>.<\/p>\n<p>Depending on your access methods:<\/p>\n<ul>\n<li>You will need to disconnect the <strong>employee's building entry code<\/strong><\/li>\n<li>Disable the <strong>entry swipe card<\/strong><\/li>\n<li>Collect the employee's<strong> keys<\/strong><\/li>\n<\/ul>\n<p>It is in the best interests of you and your former employee&nbsp;that he or she cannot access any company property.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"return-of-property\">\n<h2> Return of Property: <\/h2>\n<\/section>\n<section id=\"return-of-company-property\">\n<h2> Return of company property <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/a2c1316f-89db-4463-ba92-9dee5f03f9c0.jpg\" alt=\"Return of company property\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/a2c1316f-89db-4463-ba92-9dee5f03f9c0.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Resigning employees are <strong>required to turn in all company property<\/strong>. Follow the <strong>sub-checklist<\/strong> below to ensure that nothing is taken with them.<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Books \/ materials\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Keys\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      ID badges\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Computer (if company owned)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Cell phone (if company owned)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Other misc. company items\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"deal-with-passwords\">\n<h2> Deal with passwords <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/8c6cfd0c-8b16-4427-a5fe-3aab805c837c.jpg\" alt=\"Deal with passwords\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/8c6cfd0c-8b16-4427-a5fe-3aab805c837c.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Employees should<strong> turn&nbsp;over passwords to their immediate supervisors<\/strong> and other information pertaining to accessing computer files and telephone messages. Note, <strong>you may want to keep email and phone accounts active for awhile to field customer contacts<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"status-of-benefits\">\n<h2> Status of Benefits: <\/h2>\n<\/section>\n<section id=\"unused-vacation-and-sick-leave\">\n<h2> Unused vacation and sick leave <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gNM7Ga0P_4HbU6GxEVJJeA.jpg\" alt=\"Unused vacation and sick leave\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gNM7Ga0P_4HbU6GxEVJJeA.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Resigning employees are<strong> paid up to a maximum of 30 days for unused, accrued vacation time<\/strong>. If the employee has used time not yet accrued, payment to the company for this time is subtracted from the last paycheck.<\/p>\n<p>Note: If your company designates a certain number of days of sick leave and they are accrued, you would also need to pay the employee for the proportionate accrued benefits.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"benefits-status-letter\">\n<h2> Benefits status letter <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/4235f70e-55f8-466a-bed6-340f620704ab.jpg\" alt=\"Benefits status letter\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/4235f70e-55f8-466a-bed6-340f620704ab.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Immediately upon termination, former employees receive a <strong>letter from the Human Resources office<\/strong> that details the <strong>status of their benefits upon termination<\/strong>. <strong>Record a copy<\/strong> of this letter using the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Benefits Status Letter <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Remember to cover life insurance, health coverage, retirement plan and expense account plans.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"repayment-of-advances\">\n<h2> Repayment of advances: <\/h2>\n<div class=\"text-content\">\n<p><strong>Repayment of advances:<\/strong> Any unpaid payroll advances will be subtracted from the employee's final check.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"payment-of-money-owed-by-the-employee\">\n<h2> Payment of money owed by the employee <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/9f4be7ff-91f4-442b-9964-9842b2c59fc8.jpg\" alt=\"Payment of money owed by the employee\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/9f4be7ff-91f4-442b-9964-9842b2c59fc8.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Any <strong>unpaid expenses<\/strong> in line with company business (turned in on an expense report) including unpaid <a href=\"http:\/\/humanresources.about.com\/od\/compensation-structure\/g\/what-is-a-sales-commission.htm\" rel=\"nofollow noopener\" target=\"_blank\">commission<\/a> and bonuses will be<strong> paid in the final paycheck<\/strong>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"phone\">\n<h2> Phone: <\/h2>\n<\/section>\n<section id=\"ringcentral\">\n<h2> Ringcentral: <\/h2>\n<\/section>\n<section id=\"take-off-company-directory\">\n<h2> Take off company directory <\/h2>\n<\/section>\n<section id=\"call--message-forwarding-to-another-rep\">\n<h2> Call &amp; Message Forwarding To Another Rep <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      https:\/\/www.ringcentral.com\/\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"ivr\">\n<h2> IVR <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Auto Receptionist IVR-Funding Department\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Auto Receptionist IVR-Title\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"email\">\n<h2> Email: <\/h2>\n<\/section>\n<section id=\"forward-emails-to-another-rep\">\n<h2> Forward Emails To Another Rep <\/h2>\n<\/section>\n<section id=\"take-off-gmail-groups\">\n<h2> Take Off Gmail Groups <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      funding\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      title\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      close\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      insurance\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      fax\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"confidentiality-and-noncompete-agreements\">\n<h2> Confidentiality and Non-compete Agreements: <\/h2>\n<\/section>\n<section id=\"review-of-confidentiality--noncompetition-agreement\">\n<h2> Review of confidentiality \/ non-competition agreement <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/1dbae37f-5bf0-4604-b43b-85f287a168b3.jpg\" alt=\"Review of confidentiality \/ non-competition agreement\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/1dbae37f-5bf0-4604-b43b-85f287a168b3.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Review of <a href=\"http:\/\/humanresources.about.com\/od\/glossaryc\/g\/confidentiality_agreement.htm\" rel=\"nofollow noopener\" target=\"_blank\">confidentiality<\/a> or <a href=\"http:\/\/humanresources.about.com\/od\/glossaryn\/qt\/noncompete_agreement.htm\" rel=\"nofollow noopener\" target=\"_blank\">non-competition agreement<\/a>:<\/strong> Any confidentiality or non-competition agreement that the exiting employee signed when commencing employment should be reviewed to <strong>make sure that the employee understands what is expected<\/strong> of him\/her vis-a-vis such agreements.<\/p>\n<p>Even if the employee never signed such a document, most employee handbooks have a clause or code of conduct paragraph about non-disclosure of company-related confidential information or trade secrets. Review this and remind the employee that any breach of this confidentiality will be addressed effectively.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"exit-interview\">\n<h2> Exit Interview: <\/h2>\n<\/section>\n<section id=\"confidential-exit-interview\">\n<h2> Confidential exit interview <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/9e859517-ebc2-4ac0-af40-890728327465.jpg\" alt=\"Confidential exit interview\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/9e859517-ebc2-4ac0-af40-890728327465.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Resigning employees are encouraged to participate in a <strong>confidential exit interview<\/strong> with the Human Resources department.<\/p>\n<p><a href=\"http:\/\/humanresources.about.com\/od\/whenemploymentends\/a\/exit_interview.htm\" rel=\"nofollow noopener\" target=\"_blank\">Exit interviews<\/a> are an important process you can use to gather information regarding the working environment in your organization. When notified that an employee is terminating employment, your <strong>HR office will schedule an exit interview<\/strong>;&nbsp;<strong>record<\/strong> <strong>the date<\/strong> of this interview using the <strong>form field<\/strong> below. All information gathered is confidential and is reported periodically in summary form.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Confidential Exit Interview <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"written-permission-for-reference-checking\">\n<h2> Written permission for reference checking <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/d8938f01-5a84-4cbb-91ca-996d8acbe892.jpg\" alt=\"Written permission for reference checking\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/d8938f01-5a84-4cbb-91ca-996d8acbe892.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Resigning employees<\/strong>, who plan to seek employment elsewhere, <strong>must sign a form giving the company permission to provide reference information<\/strong> when potential employers call. <strong>Record the signed document<\/strong> by uploading a copy to the<strong> form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Signed Permission for Reference Checking <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"give-the-employee-an-address-update-form\">\n<h2> Give the employee an address update form <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/c5064ef6-d394-4d1c-9a95-ae1a12684026.jpg\" alt=\"Give the employee an address update form\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/c5064ef6-d394-4d1c-9a95-ae1a12684026.jpg\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Give the employee an address update form to fill out if they move<\/strong>. Especially for multinational companies, or those with high turnover, W-2s will come back as non-deliverable if the address has changed. As a backup,<strong> verify that the employee's emergency contact information is up-to-date<\/strong> and that you can contact that person if you have trouble getting their W-2s to them.<\/p>\n<p>For the latest version of the W-2, click <a href=\"http:\/\/www.irs.gov\/pub\/irs-pdf\/fw2.pdf\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Notify Human Resources: https:\/\/docs.google.com\/a\/southefinancial.com\/spreadsheets\/d\/1wmd-3acmUGAps7a-IR3_LIGpZMeHXPYpnnb8TK-0xn0\/edit?usp=sharing Notify HR Notify the Human Resources office as soon as you have confirmed receipt of a termination letter from an employee. 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