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Terminated Employees Offboarding Checklist

We define “terminated employees” as people being let go due to performance or behavioral issues, and “laid-off” employees as people being let go due to company downsizing, or through no fault of their own.
Related examples in Employee Offboarding
justworks
justworks
Resigning Employees Offboarding Checklist

Offboarding Terminated Employees

Prepare

  1. Consult an attorney on termination laws in your state
  2. Gather any needed evidence for termination including performance reviews, employer agreements, etc. (Only for terminated employees)

Notify the Employee

  1. Write a termination letter (sample on page 11) Debrief employee on remaining benefits such as:
  2. Unemployment insurance (Only for laid-off employees) COBRA
  3. Retirement plans
  4. Paid time off balances
  5. Determine where/when last paycheck will be sent
  6. Notify managers and team members, preferably in person Notify necessary customers if applicable

Transition the Work

  1. Determine who assumes the terminated employees’ responsibilities Onboard new replacement

Manage Logistics

  1. Return electronics
  2. Computer and charger Company phone
  3. Return office keys
  4. Return ID card, if necessary
  5. Remove and/or transfer administrative capabilities
  6. Company software (Salesforce, HubSpot, WordPress, etc) Company social media pages (Twitter, LinkedIn, Facebook, etc) Google Drive documents
  7. Remove from company directory
  8. Remove from organizational charts
  9. Change account passwords
  10. Disconnect systems (email, Slack chat, phone lines, etc.)

Termination Letter Template

MM/DD/YYYY

Dear NAME,

This letter is to confirm your employment will terminate from COMPANY NAME, effective MM/DD/YYYY. This is due to REASONS DISCUSSED.

TEAM MEMBER NAME will be in touch with you about any outstanding information regarding paychecks, accrued vacation, medical and dental, as well as COBRA coverage.

The day of your departure, please meet with NAME to return any office materials, such as laptops, keys, or ID cards.

Thank you for your time and service at COMPANY NAME. If you have further questions concerning this letter, please contact TEAM MEMBER NAME.

Sincerely,

NAME

We define “terminated employees” as people being let go due to performance or behavioral issues, and “laid-off” employees as people being let go due to company downsizing, or through no fault of their own.
Related examples in Employee Offboarding
justworks
justworks
Resigning Employees Offboarding Checklist