Start using this Workflow
Employee Termination Checklist
HR and Administration
Notify HR of the termination to initiate the offboarding process
Schedule and conduct an exit interview
Process final payroll, including any outstanding bonuses or commissions
Ensure return of company property, such as badges, keys, and company credit cards
Update employee records to reflect termination status
IT and Security
Disable employee access to email, internal systems, and financial platforms
Retrieve company-issued devices, including laptops, smartphones, and tablets
Change passwords for shared accounts and revoke access tokens
Archive and secure any data or projects the employee was working on
Notify third-party vendors and partners of the employee's departure
Finance and Compliance
Conduct a review of the employee's transactions and financial dealings for any irregularities
Ensure all expense reports are filed and approved
Cancel any company-issued credit cards and accounts in the employee's name
Reconcile any outstanding loans or advances given to the employee
Update compliance records and notify regulatory bodies if necessary
Client Relations
Inform clients about the employee's departure and introduce their replacement
Transfer client accounts and responsibilities to the appropriate staff member
Ensure all client-related documentation is up-to-date and accessible
Conduct a review of client communications to ensure smooth transition
Address any client concerns or questions regarding the transition
