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EXITING EMPLOYEE CHECK LIST Supervisor Instructions: This checklist should be used when an employee terminates (voluntarily or involuntarily×, intends to retire, or will be transferred to a new department. Once

How to fill out exiting employee check list

How to fill out an employee exit checklist:

1. Notify the employee: Begin the exiting process by informing the employee about their impending departure. This can be done through a meeting or written communication.
2. Collect company property: Request the return of any company-owned items such as laptops, phones, keys, or ID cards. Make sure to provide clear instructions on how and where to return these items.
3. Document access and passwords: Instruct the employee to provide a list of all the systems, accounts, and passwords they have access to. This will help ensure a smooth transition and prevent potential security breaches.
4. Terminate access privileges: Coordinate with the appropriate teams (IT, HR, etc.) to revoke the employee's access to company systems, networks, and physical spaces. This step is crucial to protect sensitive information and maintain security.
5. Review outstanding work: Discuss any pending projects or tasks the departing employee is responsible for and determine a plan for completing or transferring them to another team member. Clarify deadlines and provide assistance if necessary.
6. Update contact information: Ensure that you have the employee's updated contact information to stay in touch if needed. This can include their personal email address or phone number.
7. Conduct an exit interview: Offer the departing employee an opportunity to provide feedback on their experiences, challenges, and suggestions for improvement. This information can be valuable for the company's growth and the future management of employees.

Who needs an employee exit checklist?

1. HR department: Human resources teams need an exit checklist to ensure that all necessary steps are taken to initiate the process and protect the organization's interests.
2. Managers: Managers play a crucial role in overseeing the exit checklist process. They can assist in collecting company property, transferring work responsibilities, and conducting exit interviews.
3. IT department: The IT team needs an exit checklist to suspend or terminate employee access to various systems, networks, and software applications. This is vital to safeguard company data and prevent unauthorized access.
4. Compliance and legal teams: The compliance and legal departments may need to review the exit checklist to ensure that all legal requirements and regulatory obligations are met during the employee's departure.

By following these step-by-step instructions and involving the appropriate stakeholders, organizations can effectively fill out an employee exit checklist while ensuring a smooth transition for both the departing employee and the company.

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What is exiting employee check list?

Exiting employee check list is a document that outlines the necessary steps and procedures to follow when an employee is leaving the company.

Who is required to file exiting employee check list?

HR department or the person responsible for managing employee exits is required to file exiting employee check list.

How to fill out exiting employee check list?

Exiting employee check list can be filled out by providing information such as employee's last working day, return of company property, exit interview details, and any outstanding payments or benefits.

What is the purpose of exiting employee check list?

The purpose of exiting employee check list is to ensure a smooth transition for the departing employee, protect company assets, and comply with legal and regulatory requirements.

What information must be reported on exiting employee check list?

Information such as employee's personal details, reason for leaving, final salary calculation, benefits entitlement, and any exit interview notes must be reported on exiting employee check list.