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Get the free Separation Check List

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This form is designed to assist in completing all necessary steps during the separation process for employees.
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How to fill out separation check list

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How to fill out Separation Check List

01
Gather necessary personal information such as name, employee ID, and department.
02
List all company property that needs to be returned, including ID badges, electronic devices, and keys.
03
Identify outstanding projects and tasks that need to be completed or transferred to another employee.
04
Review any benefits or entitlements, like unused vacation days or final paycheck information.
05
Fill in dates for the last day of work and any exit interview appointments.
06
Check off each item as it is completed to ensure nothing is missed.

Who needs Separation Check List?

01
Employees who are resigning from their position.
02
Human resources personnel to ensure proper offboarding.
03
Managers who need to oversee the transition of responsibilities.
04
IT departments for reclaiming company devices and access permissions.
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The Separation Check List is a document used to ensure that all necessary steps are taken when an employee is leaving a company, whether due to resignation, termination, or other reasons.
Both the employee leaving the company and the HR department are typically required to complete the Separation Check List to ensure that all protocols are followed.
To fill out the Separation Check List, individuals should follow the provided template, thoroughly completing each section related to the employee's departure, including return of company property and final task completion.
The purpose of the Separation Check List is to facilitate a smooth transition during the employee's departure, ensuring that all necessary tasks are completed and that the company and employee comply with policies.
The Separation Check List must report information such as the employee's last working day, return of company property, completion of final projects, and any outstanding financial obligations.
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