HR Platform - Employee Exit Checklist

EMPLOYEE EXIT CHECKLIST

INTRODUCTION

This form assists you in obtaining all the relevant information as well as company issued items as part of an employee exit process. This checklist is to be completed prior to the termination of any staff member, whether it is a matter of resignation, retirement, transfer, or official leave. Each item on the list is to be considered with the date noted for the time action was taken and the initials of the employee verifying the action.

SAMPLE EXTRACT OF CHECKLIST

EQUIPMENT INVENTORY :

	DATE COMPLETED	INITIALS
The employee has met with ___________________________ to:
return all portable telephones and company cellular phones
return all computers, laptops & components
return all equipment issued for use in the employee’s home or car
return all equipment used in the delivery of programs outside the office which was issued by the office of residence or another office
return all reverence manuals issued by the office of residence or another office

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mployee’s Name __________________________________ Title __________________________

Location __________________________________________ Exit Date _____________________

Responsibility for the completion of this exit checklist lies with the exiting employee and the supervisor.

EQUIPMENT INVENTORY :

	DATE COMPLETED	INITIALS
The employee has met with ___________________________ to:
return all keys
return all portable telephones and company cellular phones
return all computers, laptops & components
return all equipment issued for use in the employee’s home or car
return all equipment used in the delivery of programs outside the office which was issued by the office of residence or another office
return all reverence manuals issued by the office of residence or another office

FISCAL/PROGRAM/PERSONNEL:

	DATE COMPLETED	INITIALS
The employee has met with ___________________________ to:
return procurement card to issuing office
return telephone cards to issuing office
remove name from bank signatory cards
remove name from charge accounts
remove authority to sign vouchers
discuss the need for an audit and/or transfer of accounts with fiscal office
file appropriate financial reports
submit final expense reports for reimbursement
file activity reports through termination date
file program documentation for reports
file appropriate program reports to meet needs of supervisor or program leader
make arrangements for colleagues to cover scheduled programs and/or meeting commitments
transfer office leadership responsibilities
file office leadership reports
complete necessary staff employee evaluations
insure that all employee records are secured

TERMINATION CONSIDERATIONS:

	DATE COMPLETED	INITIALS
The employee has:
counseled with personnel or retirement counselor
met with Benefits Center staff to review benefits to be continued, lost or converted
submitted appropriate letter of resignation to supervisor
received acceptance of letter of resignation
returned Company Credit Card, Garage Card and / or American Express card cut in three pieces to Personnel office
returned Company identification card to Personnel office
signed Company Resignation/Separation form and returned it to Personnel office
completed retirement forms and filed with appropriate counselor
paid any outstanding bills to the Company
left a forwarding address for future contact
scheduled an exit interview with supervisor

Other Consideration and/or Comments

Submitted: _________________________________________________________ Date: ____________________

(Employee)

Accepted: __________________________________________________________ Date: ____________________

(Supervisor)

This completed exit checklist should be filed with the supervisor upon completion and maintained in the exiting employee’s personnel file.

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EMPLOYEE EXIT CHECKLIST

INTRODUCTION

SAMPLE EXTRACT OF CHECKLIST

FURTHER IN THIS DOCUMENT - SUBSCRIBERS ONLY

SUBSCRIBE TO HR PLATFORM

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