Get the free EXITING EMPLOYEE CHECKLIST - 4expertisecom

EXITING EMPLOYEE CHECKLIST Final paycheck, including final vacation payout Termination Certification COBRA information for medical/dental/vision Personnel Handbook/manual Company owned software 401(k)

How to fill out exiting employee checklist

How to fill out an exiting employee checklist:

1. Begin by gathering all necessary paperwork and documents related to the employee's departure, such as their resignation letter, termination notice, or retirement documentation.
2. Review the checklist and ensure you have all required information and materials. This may include the employee's personal contact information, employment contract, and any applicable legal or compliance documents.
3. Verify that all company property issued to the employee, such as keys, access cards, company-issued devices, or uniforms, has been returned or accounted for.
4. Check the employee's record of outstanding leave, including vacation days, sick days, or personal days, and ensure they have been appropriately accounted for.
5. Review any outstanding expenses or reimbursements the employee may have, ensuring they are settled before their departure.
6. Communicate with relevant departments, such as human resources, IT, or finance, to coordinate the employee's exit process. This may include disabling their IT access, updating payroll information, or initiating any necessary paperwork for benefits or pension plans.
7. Conduct an exit interview (if applicable) to gather feedback from the departing employee regarding their experience with the company and any suggestions for improvement.
8. Ensure that all necessary paperwork and documentation related to the employee's departure are properly filed and stored for future reference or potential audits.
9. Notify relevant stakeholders, such as team members, supervisors, or clients, about the employee's departure and any necessary transition or handover plans.
10. Finally, complete the checklist by indicating that all required steps have been completed and properly document the employee's departure in the company's records.

Who needs an exiting employee checklist?

1. Human Resources departments or personnel who are responsible for managing employee exits and ensuring a smooth transition for the departing employee and the organization.
2. Managers or supervisors who oversee the departing employee's team and need to ensure that all necessary tasks, such as transition planning or redistributing workload, are completed.
3. Compliance or legal departments that require documentation or records related to employee departures for regulatory or legal purposes.
4. Finance departments that handle payroll, benefits, or reimbursements and need to ensure all financial matters related to the employee's departure are properly handled.
5. IT departments responsible for disabling or transferring access privileges, retrieving company property, and managing any digital assets belonging to the departing employee.

For pdfFiller’s FAQs

How can I manage my exiting employee checklist directly from Gmail?

Using pdfFiller's Gmail add-on, you can edit, fill out, and sign your exiting employee checklist and other papers directly in your email. You may get it through Google Workspace Marketplace. Make better use of your time by handling your papers and eSignatures.

How can I send exiting employee checklist for eSignature?

When you're ready to share your exiting employee checklist, you can swiftly email it to others and receive the eSigned document back. You may send your PDF through email, fax, text message, or USPS mail, or you can notarize it online. All of this may be done without ever leaving your account.

How do I fill out exiting employee checklist using my mobile device?

Use the pdfFiller mobile app to complete and sign exiting employee checklist on your mobile device. Visit our web page (https://edit-pdf-ios-android.pdffiller.com/) to learn more about our mobile applications, the capabilities you’ll have access to, and the steps to take to get up and running.

What is exiting employee checklist?

Exiting employee checklist is a document that outlines the necessary steps to be taken when an employee leaves the organization.

Who is required to file exiting employee checklist?

The HR department or the manager responsible for offboarding the employee is required to file the exiting employee checklist.

How to fill out exiting employee checklist?

Exiting employee checklist can be filled out by providing relevant information such as employee's details, reason for leaving, return of company property, etc.

What is the purpose of exiting employee checklist?

The purpose of exiting employee checklist is to ensure that all necessary tasks are completed when an employee leaves the organization.

What information must be reported on exiting employee checklist?

Information such as employee's personal details, date of resignation, exit interview details, return of company property, etc. must be reported on exiting employee checklist.