Employee Termination Checklist

INFORMATION TO COLLECT:  
Employee Name
  Department
  Supervisor
  Employee Number
  Forwarding Address
  Termination Effective Date
  Final Wages Notify Payroll Department
  Accrued Time Off  
  Rehire Eligibility  
  How References Will Be Handled  
  Future Access To Office Notify Security
   
 √ ITEMS TO BE COLLECTED:  
  All keys  
  Company Cell phones
  Credit cards
  ID Cards/Name Badge
  Laptop/PCs
  Company Manuals
  Other proprietary information
  Parking Permit
  Company Car
  Final Expense Report
  Tools
  Equipment
 
 √ DELIVERED TO EMPLOYEE:
  Insurance/COBRA Info
  401K Roll-Over
  Stock Repurchase
  Confidentiality/Proprietary Info Agreement
  Contact at Company for Future Correspondence
  Remove personal items from work area
  Termination letter
 √ CANCEL:  
  Computer Network* Notify Network Administrator
  Long-Distance Access* Notify Administrator
  Credit Cards* Notify Accounts Payable
  Security Codes* Notify Network Administrator
  Direct Deposit* Notify Payroll
  Email Address* Notify Administrator
  Remove from Email Distribution Lists Notify Network Administrator
  Remove from Phone List Notify Communications
  Remove from Building Directory Notify Building
  Remove from Company Website Notify Webmaster
  Remove from Bank Accounts If signatory
  Change Online Bank Password If authorized
  Accept Resignation If Board Member or Officer
 
 
 √ SET UP:
  Email Notification/Routing Notify Administrator
  Voice Mail/Extension Notify Communications
  Notice to Customers Manager
  Change Locks/Building Access Codes Notify Security
  Communication to Staff re Termination If dictated by Company Policy
 
 √ FILE:
  Employee’s Completed Checklist
  HR Correspondence/Forms
  Documentation of Performance Issues and Disciplinary Action
  Separation Record
 
 √ AFTER THE EMPLOYEE’S LAST DAY
  Check For Any Additional Amounts Owed For Commissions, and Expense Reports
  Mail Final Pay Stub to Former Employee If necessary
  Complete And Submit Benefit Forms to Stop Coverage
  Enroll if Former Employee Submits a Request For COBRA Coverage

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