Termination Checklist

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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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