Get the free EMPLOYEE EXIT CHECKLIST

This document serves as a checklist for employees leaving the organization to ensure all company property is returned and required information is submitted.

How to fill out employee exit checklist

How to fill out EMPLOYEE EXIT CHECKLIST

1. Review the employee's personnel file for relevant information.
2. Prepare a copy of the Employee Exit Checklist form.
3. Schedule a meeting with the employee to discuss the exit process.
4. Go through each item on the checklist with the employee, ensuring all points are addressed.
5. Document the status of each item (e.g., completed, pending, waived).
6. Determine if any company property needs to be returned, and arrange for its collection.
7. Review any final paperwork to be completed, including departure dates and exit interviews.
8. Obtain signatures from both the employee and the supervisor to confirm completion of the checklist.
9. File the completed checklist in the employee's personnel file for record-keeping.

Who needs EMPLOYEE EXIT CHECKLIST?

1. HR personnel responsible for managing employee departures.
2. Managers or supervisors of the departing employee.
3. The employee who is exiting the company.
4. Team members who may be affected by the employee's departure.

People Also Ask about

What does HR do during a termination?

Employees must know they are being dismissed, the reasons behind it, and what happens next. HR will usually prep the manager in question before the termination meeting, ensuring they know what to say and how to say it. HR might also be called on to help with support or answer questions should the employee have any.

What is a termination checklist?

The primary purpose of an employee termination checklist is to ensure a consistent and compliant process for terminating employees. It helps organizations safeguard against potential legal issues, maintain confidentiality, streamline the transition period, and uphold the company's reputation.

What paperwork is needed when terminating an employee?

Final Notices Notice to Employee as to Change in Relationship. For Your Benefit (Form DE 2320) COBRA and Cal-COBRA notices. HIPP Notice to Terminating Employee (Form DHCS-9061)

What is included in a termination packet?

Details to include: The termination letter should include the employee's last day of work, information about final pay (including the timing and method of distribution), and any other benefits or compensations they are entitled to, such as accrued vacation time or severance packages.

What paperwork is needed when an employee quits?

You'll want to include their resignation letter, compensation records, a record of the exit interview, their personal contact information, and any additional documents (like non-disclosure agreements).

What is the exit company checklist?

An Employee Exit Checklist is a tool used to ensure a smooth and organized transition when an employee leaves the company. It includes tasks such as collecting company property, revoking access to systems, conducting exit interviews, and finalizing any outstanding payments or benefits.

How do I make a termination checklist?

Here's a step-by-step employee termination checklist to ensure that the termination process goes as smoothly as possible. Review Company Policies. Talk to the Employee. Retrieve Property and Revoke Access to Software. Conduct an Exit Interview. Document the Termination of Employment. Tie Up Loose Ends.

For pdfFiller’s FAQs

What is EMPLOYEE EXIT CHECKLIST?

The Employee Exit Checklist is a document used by organizations to ensure that all necessary procedures are followed and tasks are completed when an employee leaves the company.

Who is required to file EMPLOYEE EXIT CHECKLIST?

Typically, the HR department or the employee's manager is responsible for filing the Employee Exit Checklist during the employee's offboarding process.

How to fill out EMPLOYEE EXIT CHECKLIST?

To fill out the Employee Exit Checklist, the responsible party should review all sections of the checklist, complete any required tasks, collect necessary information, and ensure that all signatures and approvals are obtained.

What is the purpose of EMPLOYEE EXIT CHECKLIST?

The purpose of the Employee Exit Checklist is to formalize the exit process, ensure compliance with company policies, and facilitate a smooth transition for both the departing employee and the organization.

What information must be reported on EMPLOYEE EXIT CHECKLIST?

The information that must be reported on the Employee Exit Checklist typically includes the employee's final work date, return of company property, outstanding tasks, knowledge transfer details, and completion of exit interviews.