Workflow Templates: Employee Termination Checklist

Notify human resources of the employee's termination

Prepare final paycheck including accrued vacation or PTO

Review and process any outstanding expense claims

Collect company property such as keys, uniforms, and name tags

Deactivate security access codes and retrieve access cards

Terminate access to POS systems, employee portals, and internal databases

Update the employee's status in the HR management system

Document the termination in the employee's personnel file

Prepare and provide termination paperwork including any non-disclosure or non-compete agreements

Inform the staff about the employee's departure and the transition plan

Reassign the terminated employee's tasks to other team members

Adjust work schedules and responsibilities to cover the terminated employee's duties

Ensure compliance with state and federal employment laws regarding termination

Provide the employee with information about COBRA or state continuation of health coverage

Give the employee required notices such as unemployment insurance information and final pay details

Employee Termination Checklist