{"id":2154,"date":"2015-12-01T23:19:38","date_gmt":"2015-12-01T23:19:38","guid":{"rendered":"https:\/\/www.process.st\/templates\/employment-termination-checklist\/"},"modified":"2024-04-25T11:35:00","modified_gmt":"2024-04-25T11:35:00","slug":"employment-termination-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/employment-termination-checklist\/","title":{"rendered":"Employment Termination Checklist"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/294fa718-8698-4343-a3d6-40402ff10c1c\/ozJapChc4UKiafPvVPtGNw.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/294fa718-8698-4343-a3d6-40402ff10c1c\/ozJapChc4UKiafPvVPtGNw.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>The process of employment termination is a <strong>critical component of managing employee relations.<\/strong> If executed incorrectly, it can have <a href=\"https:\/\/www.shoestringnetworks.com\/employee-termination-goes-wrong\/\" rel=\"nofollow noopener\" target=\"_blank\">devastating consequences<\/a> for the employee as well as the workplace in general.&nbsp;<\/p>\n  <p>While there are numerous <a href=\"https:\/\/www.thebalancecareers.com\/types-of-separation-from-employment-2061665\" rel=\"nofollow noopener\" target=\"_blank\">types of separation from employment<\/a>, all of them&nbsp;fall into two main categories:<strong> voluntary or involuntary.<\/strong><\/p>\n  <p>Whether the employee has chosen to resign or is being involuntarily terminated, <strong>this checklist will enable you to execute the <a href=\"https:\/\/electricai.grsm.io\/employment-termination-checklist\" rel=\"nofollow noopener\" target=\"_blank\">offboarding process<\/a><\/strong> in an efficient, compliant, and respectful manner.<\/p>\n <\/div>\n<\/section>\n<section id=\"first-steps\">\n <h2>First steps:<\/h2>\n<\/section>\n<section id=\"record-termination-details\">\n <h2>Record termination details<\/h2>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee first name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee last name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee email address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee phone number <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is the termination voluntary or involuntary? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Voluntary\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Involuntary\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Reason for termination <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"request-a-letter-of-resignation\">\n <h2>Request a letter of resignation<\/h2>\n <div class=\"text-content\">\n  <p><strong>Request the employee<\/strong>&nbsp;to write a <a href=\"http:\/\/humanresources.about.com\/od\/whenemploymentends\/a\/employee_resign.htm\" rel=\"nofollow noopener\" target=\"_blank\">resignation letter<\/a> that states he\/she is leaving the company along with the effective <strong>date of resignation.<\/strong><\/p>\n  <p class=\"style-info\">Companies usually request a <strong>minimum of two weeks notice<\/strong> when possible.&nbsp;<\/p>\n  <p>You can <strong>use the email template below<\/strong> to send the request without delay.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"receive-a-letter-of-resignation\">\n <h2>Receive a letter of resignation<\/h2>\n <div class=\"text-content\">\n  <p>When the employee has provided you with a resignation letter, <strong>attach it below and record the date of resignation.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Letter of resignation <\/label>\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  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date of resignation <\/label>\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  <\/div>\n <\/div>\n<\/section>\n<section id=\"inform-the-hr-department\">\n <h2>Inform the HR department<\/h2>\n <div class=\"text-content\">\n  <p><strong>Notify the human resources office<\/strong> as soon as the termination is confirmed so that the process can get underway.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> HR employee working on the termination - First name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> HR employee working on the termination - Last name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> HR employee working on the termination - Email address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date HR was notified of employee termination <\/label>\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  <\/div>\n <\/div>\n<\/section>\n<section id=\"permissionsaccess-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=\"text-content\">\n  <p><strong>Notify your network administrator<\/strong> or other appropriate IT staff of the<strong> date and time<\/strong> on which <strong>to <\/strong><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><strong> and telephone systems<\/strong>.<\/p>\n  <p class=\"style-danger\">Make <strong>arrangements for how their accounts will be routed<\/strong> to ensure that your organization will not lose contact with clients and customers.<\/p>\n <\/div>\n<\/section>\n<section id=\"confirm-all-online-accounts-are-terminated\">\n <h2>Confirm all online accounts are terminated<\/h2>\n <div class=\"text-content\">\n  <p>Once the company's network administrator has been notified, <strong>confirm that all of the employee's online accounts have been terminated.&nbsp;<\/strong><\/p>\n  <p>These <strong>may include:<\/strong><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     G Suite\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Slack\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Salesforce\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Trello\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Atlassian Jira\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Other company applications\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"disable-access-to-company-buildings-and-property\">\n <h2>Disable access to company buildings and property<\/h2>\n <div class=\"text-content\">\n  <p>Effective on the date of termination, whether immediately 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>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 class=\"style-warning\">If the employee needs to access the building for a few more days, provide them with a temporary access card that they can return on the date of termination.<\/p>\n <\/div>\n<\/section>\n<section id=\"return-of-company-property\">\n <h2>Return of company property:<\/h2>\n<\/section>\n<section id=\"get-company-property-back\">\n <h2>Get company property back<\/h2>\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 <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Keys\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     ID badges\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Computer (if company owned)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cell phone (if company owned)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Credit cards\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Company files\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Books\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Other misc. company items\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"document-the-items-returned\">\n <h2>Document the items returned<\/h2>\n <div class=\"text-content\">\n  <p>Make sure you <strong>record&nbsp;exactly which items have been returned<\/strong> by the employee.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company items returned <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"status-of-employee-benefits\">\n <h2>Status of employee benefits:<\/h2>\n<\/section>\n<section id=\"review-cobra-compliance\">\n <h2>Review COBRA compliance<\/h2>\n <div class=\"text-content\">\n  <p><span><strong>Check with your insurance provider<\/strong> to ensure that you are complying with COBRA requirements.<\/span><\/p>\n  <p><span>In a nutshell, the <a href=\"https:\/\/www.dol.gov\/general\/topic\/health-plans\/cobra\" rel=\"nofollow noopener\" target=\"_blank\">Consolidated Omnibus Budget Reconciliation Act (COBRA)<\/a> requires employees with <strong>over 20 employees<\/strong> to offer extended benefits to employees for a certain amount of time following their termination. These include <strong>retirement plans, health insurance, life insurance, outplacement, unemployment insurance<\/strong>, <a href=\"https:\/\/www.peoplekeep.com\/blog\/bid\/120341\/hsas-vs-hras-savings-accounts-vs-reimbursement-arrangements\" rel=\"nofollow noopener\" target=\"_blank\">HSA or HRA<\/a>, and <strong>expense account plans.&nbsp;<\/strong><\/span><\/p>\n  <p class=\"style-info\"><strong>If you feel unsure<\/strong> about COBRA compliance, <a href=\"https:\/\/www.bizfilings.com\/toolkit\/research-topics\/office-hr\/what-is-cobra-what-employers-need-to-know\" rel=\"nofollow noopener\" target=\"_blank\">check out this detailed article on what employers need to know<\/a> about this federal law.<\/p>\n <\/div>\n<\/section>\n<section id=\"request-a-benefits-status-letter-from-hr\">\n <h2>Request a benefits status letter from HR<\/h2>\n <div class=\"text-content\">\n  <p>Former employees receive a <strong>letter from the human resources office<\/strong> that details the <strong>status of their benefits upon termination<\/strong>.<\/p>\n  <p>You can <strong>use the email template below<\/strong> to immediately&nbsp;<strong>request the letter from HR.<\/strong><\/p>\n  <p class=\"style-warning\">Ensure that the letter covers&nbsp;<strong>life insurance, health coverage, a retirement plan, expense account plans, <\/strong>and clearly states the employee's<strong> COBRA status.&nbsp;<\/strong><\/p>\n  <p class=\"style-info\"><strong><\/strong><a href=\"https:\/\/www.greatsampleresume.com\/letters\/termination\/benefit-termination-letter\/\" rel=\"nofollow noopener\" target=\"_blank\">Click here to read a sample<\/a> benefit termination letter<\/p>\n <\/div>\n<\/section>\n<section id=\"receive-a-benefits-status-letter-from-hr\">\n <h2>Receive a benefits status letter from HR<\/h2>\n <div class=\"text-content\">\n  <p><strong>Record a copy<\/strong> of the letter using the <strong>form field<\/strong> below.<\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Benefits status letter <\/label>\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  <\/div>\n <\/div>\n<\/section>\n<section id=\"employee-agreements\">\n <h2>Employee agreements:<\/h2>\n<\/section>\n<section id=\"review-all-signed-agreements\">\n <h2>Review all signed agreements<\/h2>\n <div class=\"text-content\">\n  <p><strong>Review<\/strong>&nbsp;<a href=\"http:\/\/humanresources.about.com\/od\/glossaryc\/g\/confidentiality_agreement.htm\" rel=\"nofollow noopener\" target=\"_blank\">confidentiality&nbsp;<\/a>and&nbsp;<a href=\"http:\/\/humanresources.about.com\/od\/glossaryn\/qt\/noncompete_agreement.htm\" rel=\"nofollow noopener\" target=\"_blank\">non-compete agreements<\/a>&nbsp;to <strong>make sure that the employee understands what is expected<\/strong> of him\/her upon termination.<\/p>\n  <p class=\"style-info\">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 <\/div>\n<\/section>\n<section id=\"ensure-records-of-all-agreements-are-kept\">\n <h2>Ensure records of all agreements are kept<\/h2>\n <div class=\"text-content\">\n  <p>Ensure that <strong>copies of all signed agreements are kept in company records<\/strong>, should you need to refer to them in the future.&nbsp;<\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to employee records <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"final-payment\">\n <h2>Final payment:<\/h2>\n<\/section>\n<section id=\"issue-the-final-paycheck\">\n <h2>Issue the final paycheck<\/h2>\n <div class=\"text-content\">\n  <p>Issue the employee their final paycheck<strong>.<\/strong><\/p>\n  <p>Items to<strong> include in the final paycheck<\/strong> are:<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Outstanding wages\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Unpaid commission\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Unpaid business expenses\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Severance pay\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Unused vacation pay\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Health spending account balances\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><span><strong>Your state law will tell you when you need to send the check<\/strong>. It might be on the date of termination, the next payday, or a different date (e.g. 3 days after termination).&nbsp;<\/span><\/p>\n <\/div>\n<\/section>\n<section id=\"exit-interview\">\n <h2>Exit Interview:<\/h2>\n<\/section>\n<section id=\"conduct-a-confidential-exit-interview\">\n <h2>Conduct a confidential exit interview<\/h2>\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.<\/p>\n  <p class=\"style-info\">All information gathered is confidential and is reported periodically in summary form.<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Exit interview date <\/label>\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  <\/div>\n <\/div>\n<\/section>\n<section id=\"receive-written-permission-for-references\">\n <h2>Receive written permission for references<\/h2>\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.<\/p>\n  <p><strong>Record the signed document<\/strong> by uploading a copy to the<strong> form field<\/strong> below.<\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Signed permission for reference checking <\/label>\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  <\/div>\n <\/div>\n<\/section>\n<section id=\"update-employee-information\">\n <h2>Update employee information<\/h2>\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.<\/p>\n  <p>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 <\/div>\n<\/section>\n<section id=\"final-steps\">\n <h2>Final steps:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">The last step in this final section requires the HR employee working on the termination to decide if there's enough budget for a farewell party, if it's necessary, or if it should be avoided. <br><br>\n   They can either approve, reject, or reject the consideration of the farewell party with a comment as the last task is an <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval task<\/a>.&nbsp;<br><br><strong>They have been automatically assigned to the approval task thanks to <a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">role assignments<\/a>.<\/strong><br><br>\n   Read our blog post to learn more about <a href=\"https:\/\/www.process.st\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approvals<\/a>.<br><\/p>\n <\/div>\n<\/section>\n<section id=\"place-all-documents-in-employees-file\">\n <h2>Place all documents in employee's file<\/h2>\n <div class=\"text-content\">\n  <p>All documentation, including <strong>receipts for returned items<\/strong> and <strong>termination letters<\/strong>, need to go into the employee's file.&nbsp;<\/p>\n  <p>Also include documentation regarding <strong>disciplinary&nbsp;action<\/strong> such as <strong>verbal or written warnings<\/strong>, as well as <strong>performance reviews<\/strong> that help show why the employee has been terminated.&nbsp;<\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to employee's online file <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"consider-hosting-a-farewell-party\">\n <h2>Consider hosting a farewell party!<\/h2>\n <div class=\"text-content\">\n  <p>Although a farewell party is&nbsp;<strong>not always appropriate<\/strong>, it can be a <strong>good thing to do<\/strong> when sending off an employee.&nbsp;<\/p>\n  <p>It provides you with an opportunity to <strong>show your appreciation<\/strong> for the work they have done, while also <strong>improving company morale<\/strong>&nbsp;as other employees see how you value and appreciate the work done at the business in general.&nbsp;&nbsp;<\/p>\n  <p class=\"style-info\">Remember, as mentioned in the \"<strong>Final steps<\/strong>\" task, the HR employee working on the termination will either approve or reject the farewell party in the next task (which is an <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval task<\/a>).<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Should there be a farewell party? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Undecided\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-farewell-party\">\n <h2>Approval: Farewell party<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Consider hosting a farewell party!<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><span><a href=\"https:\/\/www.patriotsoftware.com\/payroll\/training\/blog\/employee-termination-checlist-resignation-procedure\/\" rel=\"nofollow\">Rachel Blakely-Gray - Employee Termination Checklist: How to Stay Compliant &amp; Professional<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.thebalancecareers.com\/employee-termination-checklist-1919340\" rel=\"nofollow\">Susan M. Heathfield - Checklist for an Employment Termination Meeting<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.upcounsel.com\/employee-termination-checklist\" rel=\"nofollow\">UpCounsel - Employee Termination Checklist: Everything You Need to Know<\/a><\/span><\/li>\n   <li><span><a href=\"http:\/\/blog.careerminds.com\/termination-checklist\" rel=\"nofollow\">Miles Charles - 7 Things to Include on Your Termination Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/thethrivingsmallbusiness.com\/sample-employee-termination-checklist\/\" rel=\"nofollow\">Patricia Lotich - 6 Things to Include in an Employment Termination Checklist<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.hcamag.com\/hr-news\/best-practice-guide-to-termination-190639.aspx\" rel=\"nofollow\">Athena Koelmeyer - Best Practice Guide to Termination<\/a><\/span><\/li>\n   <li><span><a href=\"http:\/\/www.hrmorning.com\/the-firing-checklist-every-hr-pro-should-use\/\" rel=\"nofollow\">Dan Wisniewski - The Firing Checklist Every HR Pro Should Use<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/employsure.com.au\/blog\/11-steps-to-a-smooth-termination-process\/\" rel=\"nofollow\">Adrian Richards - 11 Steps to a Smooth Termination Process<\/a><\/span><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-discipline-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Discipline Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/office-conflict-resolution-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Conflict Resolution Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/performance-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Review Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/office-safety-inspection-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Safety Inspection Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/office-risk-assessment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Office Risk Assessment Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/records-disposal-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Records Disposal Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/budget-preparation-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Preparation Checklist<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: The process of employment termination is a critical component of managing employee relations. If executed incorrectly, it can have devastating consequences for the employee as well as the workplace in general.&nbsp; While there are numerous types of separation from employment, all of them&nbsp;fall into two main categories: voluntary or involuntary. Whether the employee has [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":2155,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcdd","cover_icon_url":"","tasks_count":"32","template_description":"Termination is a crucial process to get right for any organization.","template_id":"rLZXHR3eEgeAHoP8sQ5J0w","task_0":"Introduction:","task_slug_0":"introduction","task_1":"First steps:","task_slug_1":"first-steps","task_2":"Record termination details","task_slug_2":"record-termination-details","task_3":"Request a letter of resignation","task_slug_3":"request-a-letter-of-resignation","task_4":"Receive a letter of resignation","task_slug_4":"receive-a-letter-of-resignation","task_5":"Inform the HR department","task_slug_5":"inform-the-hr-department","task_6":"Permissions\/access 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