Employee Checklist

Employee Name:	[employee name]
Company Name:	[your company name]
Created by:	[your name]

This Checklist serves as a guide to proficiently manage the sensitive and procedural tasks involved when an employee passes away. It provides an orderly method to ensure all necessary steps are taken for grieving employees, legal requirements and company needs. Follow the checklist in the order provided and check each completed task.

Have appropriate authorities been notified of the employee's passing?

• yes

• no

Has the deceased employee's workspace been secured and personal belongings handled with respect?

• yes

• no

Have immediate colleagues and team members been informed of the employee's passing, respecting privacy and confidentiality?

• yes

• no

Have necessary arrangements been made to cover the deceased employee's ongoing workload and responsibilities?

• yes

• no

Have employee benefits, including life insurance, retirement plans, and any outstanding payments, been addressed with the appropriate departments?

• yes

• no

Have legal requirements, such as obtaining a death certificate and notifying relevant government agencies, been fulfilled?

• yes

• no

Have you communicated with the deceased employee's family to offer condolences, support, and assistance with administrative matters?

• yes

• no

Have you provided grief support resources or counseling options for affected coworkers and team members?

• yes

• no

Have you reviewed and updated company policies or procedures as necessary in light of the situation?

• yes

• no

Have you conducted a debriefing session with the team to discuss the impact of the loss and any necessary adjustments moving forward?

• yes

• no

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