Get the free Employee Exit Checklist - uky

The document serves as a checklist to assist employees in the exit process from the University, outlining employee and department responsibilities regarding the return of property and settling accounts.

How to fill out employee exit checklist

How to fill out Employee Exit Checklist

1. Start with the employee's personal information, including name, position, and department.
2. List all company property that the employee must return, such as keys, ID badges, and equipment.
3. Include any pending tasks or projects that the employee needs to complete or hand over.
4. Specify final paycheck details, including any deductions or outstanding payments.
5. Request feedback from the employee about their experience and suggestions for improvement.
6. Ensure the employee's exit interview is scheduled.
7. Get necessary approvals from HR or management as required.

Who needs Employee Exit Checklist?

1. Human Resources to manage the exit process.
2. Managers to ensure proper handover of responsibilities.
3. IT department to revoke access to systems and retrieve company equipment.
4. Finance department for processing final payments and settling accounts.

People Also Ask about

What should be included in the termination process?

Termination policies must also include core information such as who the policy covers, how warnings happen, and what the process for each termination is. The policy should also include who is responsible for managing the employee termination, documenting it, and to what extent HR should be involved initially.

What is offboarding paperwork?

Use This Checklist When an Employee Resigns Obtain a resignation letter. Transfer responsibilities/knowledge. Provide benefits information. Furnish state-required forms and notices. Comply with final pay laws. Ensure return of company property. Notify key staff and contacts. Verify mailing address.

What should be in a termination form?

It can include the cause for termination, effective date of termination, and other details, such as information on severance pay, benefits, and how to return company resources.

How do you document when an employee quits?

Create a packet of paperwork, resources, and things the employee needs to know – termination letter, benefits-related paperwork, HR contact information, and possibly external resources for unemployed individuals.

What should be included in a termination packet?

Experts advise informing the terminated employee face to face. The conversation should be brief and factual, with no suggestion of any opportunity to revisit your decision. Explain the employee's next steps with regard to the final paycheck, benefits, and collecting personal belongings – and then say goodbye.

What should a termination letter include?

Employee Termination Policy and Procedures This includes who the policy applies to (e.g., all employees), what can trigger a firing or involuntary termination, how and when any warnings may occur leading up to that point, as well as delivery of the final termination notice.

For pdfFiller’s FAQs

What is Employee Exit Checklist?

An Employee Exit Checklist is a tool used by organizations to ensure that all necessary procedures and tasks are completed when an employee leaves the company, either voluntarily or involuntarily.

Who is required to file Employee Exit Checklist?

Typically, the employee who is leaving, along with their manager and the HR department, are required to complete the Employee Exit Checklist.

How to fill out Employee Exit Checklist?

To fill out the Employee Exit Checklist, the departing employee should review each item on the checklist, gather necessary signatures, and provide any required documentation. Managers and HR should assist in this process to ensure completeness.

What is the purpose of Employee Exit Checklist?

The purpose of the Employee Exit Checklist is to ensure a smooth transition for both the employee and the organization by making sure that all exit procedures are followed, company property is returned, and any outstanding issues are resolved.

What information must be reported on Employee Exit Checklist?

The Employee Exit Checklist must report information such as the return of company property, the completion of exit interviews, clearance of outstanding obligations, the transfer of knowledge, and any final payroll details or benefits information.