Get the free Termination Checklist - SHRM

Employee Personal Record Form EMPLOYEE INFORMATION Full Name: UNI: SSN: Home/Permanent Address: Mailing/Current Address: Local Telephone: Male Revalidate of Birth (mm/dd/by): Marital Status: (Single,

How to fill out termination checklist - shrm

How to fill out termination checklist - shrm

1. To fill out a termination checklist according to SHRM (Society for Human Resource Management), follow these steps:
2. Gather all the necessary documentation related to the employee's termination, including their personnel file, performance evaluations, and any disciplinary or termination notices.
3. Review the checklist template provided by SHRM or create your own. The checklist should include important tasks and documents that need to be completed or collected during the termination process.
4. Start by documenting the employee's basic information, such as their name, employee ID, department, and position. This will serve as a record for reference and future audits if required.
5. Check off the items as they are completed, ensuring that all necessary steps are followed and documented properly.
6. Include tasks such as notifying IT for disabling access to company systems, retrieving company property, collecting badges or access cards, and resolving outstanding financial matters like final pay and benefits.
7. Add sections for conducting exit interviews, obtaining employee feedback, and documenting the reason for the termination.
8. Review and verify the checklist for accuracy and completeness before finalizing it.
9. Maintain a copy of the completed termination checklist in the employee's personnel file for future reference and record-keeping.

Who needs termination checklist - shrm?

1. Any organization that follows SHRM guidelines and wants to ensure a standardized and efficient termination process can benefit from using a termination checklist.
2. Employers, HR professionals, and managers responsible for handling employee terminations will find a termination checklist helpful in organizing the necessary steps and ensuring compliance with legal and company requirements.
3. Using a termination checklist can also help minimize the risk of potential issues, such as legal disputes or employee dissatisfaction, by ensuring that all necessary tasks are completed in a systematic and consistent manner.
4. Overall, the termination checklist is a useful tool for streamlining the termination process, maintaining documentation, and protecting both the employer and employee rights.

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