Get the free Initiating a Termination Checklist from the online Termination form - ucalgary

This job aid provides the steps and screenshots for initiating a termination checklist from the Workforce Administration menu for voluntary terminations when a termination form is not required.

How to fill out initiating a termination checklist

How to fill out initiating a termination checklist:

1. Ensure you have all the necessary information about the employee who is being terminated, such as their name, job title, and employee identification number.
2. Clearly state the reason for the termination, whether it is due to performance issues, misconduct, or any other valid reason.
3. Specify the effective date of the termination and the last working day of the employee.
4. Include details of any severance package or benefits that are to be provided to the terminated employee.
5. Indicate whether the employee has any company property, such as keys, access cards, or equipment that needs to be returned.
6. Document any outstanding projects or responsibilities that need to be transferred or completed by other employees after the termination.
7. Include any additional steps or actions that need to be taken during the termination process, such as updating payroll or informing other team members.
8. Sign and date the checklist once it has been completed, indicating who was responsible for filling it out.

Who needs initiating a termination checklist:

1. Human Resources departments: HR departments often require a termination checklist to ensure that all necessary steps are followed and documented during the termination process.
2. Managers and supervisors: Managers and supervisors can use a termination checklist to ensure consistency in the termination process and to ensure compliance with company policies and legal requirements.
3. Legal or compliance teams: Legal or compliance teams may need to review the termination checklist to ensure that it adheres to any applicable laws or regulations.
4. Administrative staff: Administrative staff might use the termination checklist to help with the logistical aspects of the termination process, such as updating employee records or arranging for the return of company property.

In conclusion, filling out an initiating a termination checklist requires careful attention to detail and proper documentation. It is essential for HR departments, managers, legal/compliance teams, and administrative staff to have a clear understanding of how to fill out this checklist to ensure a smooth and compliant termination process.

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