TERMINATION CHECKLIST TEMPLATE FOR HR

Created by ChecklistGuro (https://checklistguro.com)


--- PRE-TERMINATION PLANNING ---
[ ] Proposed Termination Date
[ ] Reason for Termination (Performance-Based, Restructuring, Misconduct, Redundancy, Other)
[ ] Summary of Performance Concerns (if applicable)
[ ] Number of Performance Improvement Plans (PIPs) issued
[ ] Relevant Policies Violated (if applicable) (Code of Conduct, Attendance Policy, Confidentiality Agreement, Harassment Policy)
[ ] Date of Last Performance Review

--- DOCUMENTATION & LEGAL REVIEW ---
[ ] Termination Date
[ ] Reason for Termination (Detailed)
[ ] Termination Type (Performance-Based, Redundancy/Restructuring, Misconduct, Mutual Agreement)
[ ] Performance Improvement Plan (if applicable)
[ ] Summary of Past Performance Discussions
[ ] State Labor Law Compliance Check (Reviewed & Compliant, Requires Review)
[ ] Final Pay Amount

--- NOTIFICATION & MEETING PREPARATION ---
[ ] Scheduled Meeting Date
[ ] Scheduled Meeting Time
[ ] Meeting Location (In-person/Virtual) (In-Person, Virtual)
[ ] Attendees (Select all that apply) (HR Representative, Employee's Manager, Legal Counsel (if applicable))
[ ] Meeting Script/Talking Points
[ ] Relevant Documentation (e.g., Performance Improvement Plan)
[ ] Employee Notified (Yes/No)
[ ] Notes on Employee Notification (if applicable)

--- TERMINATION MEETING EXECUTION ---
[ ] Script for Termination Conversation
[ ] Termination Reason Selected (Documented) (Performance, Restructuring, Redundancy, Misconduct, Other)
[ ] Employee Response/Comments
[ ] Effective Termination Date
[ ] Meeting Start Time
[ ] Manager Signature
[ ] HR Representative Signature (if present)
[ ] Notes/Observations during Meeting

--- POST-TERMINATION PROCEDURES ---
[ ] Final Paycheck Date
[ ] Accrued Vacation Time (Hours)
[ ] Final Pay Method (Direct Deposit, Paper Check, Other)
[ ] Notes on Final Pay Details (e.g., deductions, tax withholdings)
[ ] Benefits Continuation (COBRA) (COBRA Notification Sent, COBRA Information Provided, N/A)
[ ] Last Day of Benefits Coverage
[ ] Copy of COBRA Notification (Optional)
[ ] Return of Company Property (All Property Returned, Partial Return – Details Below, Not Returned – Follow Up Needed)

--- COMMUNICATION & SECURITY ---
[ ] Internal Communication Plan (Email to Team, Team Meeting, Manager Briefing)
[ ] Communication Draft for Remaining Team
[ ] External Communication (if applicable) (Client Notification, Partner Notification, No External Communication)
[ ] External Communication Draft (if applicable)
[ ] Asset Retrieval (Laptop, Mobile Phone, Company Vehicle, Building Access Card, Other)
[ ] Notes on Asset Retrieval
[ ] System Access Revocation (Completed, In Progress, Pending)
[ ] Date System Access Revoked

--- LEGAL & HR RECORDS ---
[ ] Termination Date
[ ] Summary of Termination Reason (for record-keeping)
[ ] Signed Termination Agreement (if applicable)
[ ] Final Paycheck Method (Direct Deposit, Paper Check, Other (Specify))
[ ] Final Paycheck Amount
[ ] Date Final Paycheck Issued
[ ] Notes Regarding Benefit Continuation (COBRA, etc.)
[ ] HR Representative Signature

--- END OF TEMPLATE ---
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