Get the free EXIT CHECKLIST - bti cornell

A checklist for employees to complete prior to their last day of employment, detailing necessary meetings, items to return, and acknowledgments required for the separation process.

How to fill out exit checklist - bti

How to fill out EXIT CHECKLIST

1. Start with the exit checklist template provided by your organization.
2. Review all required sections and understand the purpose of each item.
3. List all personal items that need to be returned, such as keys, employer property, or equipment.
4. Ensure all outstanding tasks or projects are handed over to relevant colleagues.
5. Confirm that all documentation such as timesheets and leave balances are appropriately completed.
6. Schedule an exit interview with HR if required.
7. Obtain necessary signatures from supervisors or HR to validate the checklist.
8. Submit the completed checklist to the HR department or designated person.

Who needs EXIT CHECKLIST?

1. Employees who are leaving the organization voluntarily or involuntarily.
2. HR personnel for processing the exit formalities.
3. Managers who oversee the transition of duties and responsibilities.

People Also Ask about

What is the corporate exit checklist?

The checklist for employee exit encompasses various crucial aspects of the departure process, such as asset return, exit interviews, benefits, final payments, and task completion. It highlights the significance of effective communication, networking, and feedback for continual growth.

What paperwork is needed when an employee quits?

Obtain a resignation letter. Keep the resignation letter in the employee's personnel file. If you can't obtain a resignation letter, document the date and the reasons for the separation, and keep that record in the employee's personnel file.

What should be in a termination packet?

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.

How do you document when an employee quits?

You'll want to include their resignation letter, compensation records, a record of the exit interview, their personal contact information, and any additional documents (like non-disclosure agreements).

How do I make a termination checklist?

Employee termination checklist Review employment contract. Document performance issues if needed. Determine notice period and severance pay. Gather necessary documentation. Consult HR or legal departments. Prepare termination meeting. Meet the employee privately. Explain the reason for the termination.

Is there paperwork when you quit a job?

Confirmation of leaving For resignations, you should get written confirmation from the employee that they do actually intend to resign and the date of their resignation. This will help clarify when their notice period begins and ends. For more information, see when an employee resigns.

What is the process when an employee leaves?

As soon as you're notified of a resignation, contact payroll and IT to begin offboarding procedures. In addition, have the employee sign any necessary paperwork, such as a resignation letter or a noncompete or nondisclosure agreement, and notify the individual of benefits end dates and any COBRA considerations.

For pdfFiller’s FAQs

What is EXIT CHECKLIST?

The EXIT CHECKLIST is a document or tool used to ensure that all necessary procedures and tasks are completed before leaving a particular situation, such as an organization or a project.

Who is required to file EXIT CHECKLIST?

Typically, employees, project managers, or team members who are leaving an organization or completing a project are required to file the EXIT CHECKLIST.

How to fill out EXIT CHECKLIST?

To fill out the EXIT CHECKLIST, individuals should review each item on the list, provide necessary details or confirm completion, and submit the checklist to the appropriate authority or manager.

What is the purpose of EXIT CHECKLIST?

The purpose of the EXIT CHECKLIST is to ensure that all necessary steps are taken before departure, which helps streamline the transition, prevent oversight, and maintain organizational integrity.

What information must be reported on EXIT CHECKLIST?

The EXIT CHECKLIST typically includes information such as final tasks completed, outstanding projects, handover notes, return of company property, and any other relevant details related to the exit process.