Get the free CHECKLIST FOR EXITING EMPLOYEES - Emory University

CHECKLIST FOR EXITING EMPLOYEES Name Job Title Department Separation Date Forwarding Address Phone Number 1. EMPLOYEE REMINDERS Contact Emory Benefits Counselor Human Resources will mail a separation

How to fill out checklist for exiting employees

1. Start by gathering all necessary information about the employee who is leaving. This includes their full name, employee ID number, job title, and department.
2. Ensure that all outstanding tasks or projects assigned to the employee are completed or reassigned to another team member. This will ensure a smooth transition and prevent any work from being left unfinished.
3. Notify the relevant departments and stakeholders about the employee's departure. This includes informing HR, IT, Security, and any other departments or teams that need to be aware of the employee's exit.
4. Arrange for an exit interview with the employee. This is an opportunity to gather feedback, address any concerns, and discuss next steps regarding final pay, return of company property, and any non-disclosure agreements or contracts.
5. Collect all company property from the employee, such as keys, access cards, laptops, mobile phones, or any other equipment they may have been using. Ensure that all software licenses or subscriptions are transferred to another employee or deactivated.
6. Review the employee's access rights to company systems and revoke any access that is no longer necessary. This includes disabling their email account, removing access to shared drives or folders, and disabling any other accounts or systems they had access to.
7. Document any outstanding financial matters, such as reimbursements, outstanding debts, or final pay calculations. Ensure that all necessary paperwork is completed and submitted to the appropriate departments for processing.
8. Communicate the employee's departure to the remaining team members and provide them with any necessary information or updates regarding the employee's tasks, projects, or responsibilities.
9. Conduct a thorough review of the employee's work performance and document any outstanding achievements or areas for improvement. This information can be valuable for reference or future recruitment purposes.

Who needs a checklist for exiting employees?

1. Human Resources: HR needs a checklist to ensure that all necessary paperwork, processes, and procedures are followed during the employee exit process. They are responsible for managing the employee's final pay, benefits, and any legal or compliance requirements.
2. Managers: Managers need a checklist to ensure that they have completed all necessary tasks related to the employee's departure, such as reassigning work, conducting exit interviews, and notifying relevant departments.
3. IT Department: The IT department needs a checklist to ensure that all access rights are revoked, systems are updated, and company property is returned or deactivated. They are responsible for safeguarding company data and preventing unauthorized access.
4. Security Department: The security department needs a checklist to ensure that any physical access or security measures tied to the employee are updated or revoked. This includes access badges, keys, or any other security-related items.
5. Legal Department: The legal department needs a checklist to ensure that any necessary legal agreements, contracts, or non-disclosure agreements are reviewed, updated, and signed. They are responsible for protecting the company's legal rights and confidential information.

In summary, a checklist for exiting employees is crucial for ensuring a smooth and organized transition when an employee leaves the company. It helps various departments and stakeholders to stay organized and complete all necessary tasks and procedures related to the employee's departure.

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What is checklist for exiting employees?

The checklist for exiting employees is a document that outlines the process and information that must be addressed when an employee is leaving the company.

Who is required to file checklist for exiting employees?

The HR department or the manager of the exiting employee is typically responsible for filing the checklist for exiting employees.

How to fill out checklist for exiting employees?

The checklist for exiting employees should be filled out by including all necessary information about the employee's departure, such as returning company property, providing final pay, and cancelling access to company systems.

What is the purpose of checklist for exiting employees?

The purpose of the checklist for exiting employees is to ensure that all necessary steps are taken when an employee leaves the company, in order to protect company assets and maintain security.

What information must be reported on checklist for exiting employees?

Information such as returning company property, providing final pay, cancelling access to company systems, and conducting an exit interview may be required on the checklist for exiting employees.