Terminated Employees Offboarding Checklist
Justworks recognizes the significance of a well-executed offboarding process for terminated employees. To assist businesses in handling this intricate and delicate procedure, Justworks presents a comprehensive Offboarding Checklist that ensures a hassle-free transition for both the organization and the departing employee.
The Offboarding Checklist encompasses crucial aspects such as preparing for termination, informing the employee, and overseeing the logistics of the employee's exit. Furthermore, it offers valuable insights on consulting legal professionals, obtaining essential documentation, and managing the transfer of work responsibilities. By adhering to Justworks' expert recommendations, companies can guarantee compliance with state regulations and uphold a professional and considerate offboarding experience.
Justworks's customizable Termination Letter Template allows employers to effortlessly convey the required information to the outgoing employee and skillfully navigate the termination process while maintaining a harmonious work atmosphere for existing team members.
Offboarding Terminated Employees
Prepare
- Consult an attorney on termination laws in your state
- Gather any needed evidence for termination including performance reviews, employer agreements, etc. (Only for terminated employees)
Notify the Employee
- Write a termination letter (sample on page 11) Debrief employee on remaining benefits such as:
- Unemployment insurance (Only for laid-off employees) COBRA
- Retirement plans
- Paid time off balances
- Determine where/when last paycheck will be sent
- Notify managers and team members, preferably in person Notify necessary customers if applicable
Transition the Work
- Determine who assumes the terminated employees’ responsibilities Onboard new replacement
Manage Logistics
- Return electronics
- Computer and charger Company phone
- Return office keys
- Return ID card, if necessary
- Remove and/or transfer administrative capabilities
- Company software (Salesforce, HubSpot, WordPress, etc) Company social media pages (Twitter, LinkedIn, Facebook, etc) Google Drive documents
- Remove from company directory
- Remove from organizational charts
- Change account passwords
- 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
Justworks recognizes the significance of a well-executed offboarding process for terminated employees. To assist businesses in handling this intricate and delicate procedure, Justworks presents a comprehensive Offboarding Checklist that ensures a hassle-free transition for both the organization and the departing employee.
The Offboarding Checklist encompasses crucial aspects such as preparing for termination, informing the employee, and overseeing the logistics of the employee's exit. Furthermore, it offers valuable insights on consulting legal professionals, obtaining essential documentation, and managing the transfer of work responsibilities. By adhering to Justworks' expert recommendations, companies can guarantee compliance with state regulations and uphold a professional and considerate offboarding experience.
Justworks's customizable Termination Letter Template allows employers to effortlessly convey the required information to the outgoing employee and skillfully navigate the termination process while maintaining a harmonious work atmosphere for existing team members.
