Employee Termination Checklist

Prepared by:	[your name]
Preparation Date:	February 13, 2052
Employee Name:	[employee name]
Position:	[employee position]

This tool ensures a smooth and complete transfer of responsibilities and knowledge from a departing employee to the organization or a successor. Follow the steps in each category to secure a successful handover process. Answer this checklist by clicking on the checkbox next to each completed task.

1. Have you received the resignation letter from the employee?

• Yes

• No

2. Has the resignation been officially acknowledged by HR or management?

• Yes

• No

3. Has the departing employee provided notice as per company policy?

• Yes

• No

4. Have you scheduled an exit interview with the resigning employee?

• Yes

• No

5. Has the resigning employee completed necessary documentation (e.g., clearance forms, non-disclosure agreements)?

• Yes

• No

6. Have you discussed pending tasks and projects with the resigning employee?

• Yes

• No

7. Have you identified a successor or temporary replacement for the resigning employee's role?

• Yes

• No

8. Have you documented essential job responsibilities and processes for the successor?

• Yes

• No

9. Have you notified relevant stakeholders about the resignation and transition plan?

• Yes

• No

10. Have you arranged for the resigning employee to transfer knowledge and files to their successor?

• Yes

• No

11. Have you updated internal systems and records to reflect the change in personnel?

• Yes

• No

12. Have you conducted a final handover meeting with the resigning employee?

• Yes

• No

13. Have you expressed appreciation and wished the resigning employee well in their future endeavors?

• Yes

• No

14. Have you ensured that all company property (e.g., laptop, access cards) has been returned by the resigning employee?

• Yes

• No

15. Have you finalized any outstanding payments or benefits for the resigning employee?

• Yes

• No

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