{"id":14768,"date":"2018-08-25T00:26:13","date_gmt":"2018-08-25T00:26:13","guid":{"rendered":"https:\/\/www.process.st\/templates\/employment-termination-checklist-2\/"},"modified":"2024-02-28T21:36:39","modified_gmt":"2024-02-28T21:36:39","slug":"employment-termination-checklist-2","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/employment-termination-checklist-2\/","title":{"rendered":"Employment Termination Checklist"},"content":{"rendered":"<section id=\"notify-human-resources\">\n<h2>Notify Human Resources:<\/h2>\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> concerned to <strong>write a <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 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 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 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 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 class=\"form-control\"><\/textarea>\n  <\/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 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=\"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 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 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: Notify HR Notify the Human Resources office as soon as you have confirmed receipt of a termination letter from an employee. Official notice Request the employee concerned to write a resignation letter that states he\/she is leaving the company along with the effective date of resignation (companies usually request a minimum of [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":11589,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"21","template_description":"","template_id":"q1GXigge_B6EHdc9uX5K5w","task_0":"Notify Human Resources:","task_slug_0":"notify-human-resources","task_1":"Notify HR","task_slug_1":"notify-hr","task_2":"Official notice","task_slug_2":"official-notice","task_3":"Record termination details","task_slug_3":"record-termination-details","task_4":"Permissions \/ Access Termination:","task_slug_4":"permissions--access-termination","task_5":"Notify your network 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