Termination Checklist Template for HR
Ensure a legally sound and respectful termination process with our HR Termination Checklist Template. Simplify complex compliance, minimize risk, and protect your company - download now!
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Pre-Termination Planning
Tasks to complete before initiating the termination process.
Proposed Termination Date
Reason for Termination
Summary of Performance Concerns (if applicable)
Number of Performance Improvement Plans (PIPs) issued
Relevant Policies Violated (if applicable)
Date of Last Performance Review
Documentation & Legal Review
Ensuring compliance and minimizing legal risk.
Termination Date
Reason for Termination (Detailed)
Termination Type
Performance Improvement Plan (if applicable)
Summary of Past Performance Discussions
State Labor Law Compliance Check
Final Pay Amount
Notification & Meeting Preparation
Preparing for the termination meeting and informing relevant parties.
Scheduled Meeting Date
Scheduled Meeting Time
Meeting Location (In-person/Virtual)
Attendees (Select all that apply)
Meeting Script/Talking Points
Relevant Documentation (e.g., Performance Improvement Plan)
Employee Notified (Yes/No)
Notes on Employee Notification (if applicable)
Termination Meeting Execution
Steps to take during the termination meeting itself.
Script for Termination Conversation
Termination Reason Selected (Documented)
Employee Response/Comments
Effective Termination Date
Meeting Start Time
Manager Signature
HR Representative Signature (if present)
Notes/Observations during Meeting
Post-Termination Procedures
Tasks to complete after the termination meeting, including system access, final pay, and benefits.
Final Paycheck Date
Accrued Vacation Time (Hours)
Final Pay Method
Notes on Final Pay Details (e.g., deductions, tax withholdings)
Benefits Continuation (COBRA)
Last Day of Benefits Coverage
Copy of COBRA Notification (Optional)
Return of Company Property
Communication & Security
Addressing internal and external communications and securing company assets.
Internal Communication Plan
Communication Draft for Remaining Team
External Communication (if applicable)
External Communication Draft (if applicable)
Asset Retrieval
Notes on Asset Retrieval
System Access Revocation
Date System Access Revoked
Legal & HR Records
Finalizing paperwork and updating HR records.
Termination Date
Summary of Termination Reason (for record-keeping)
Signed Termination Agreement (if applicable)
Final Paycheck Method
Final Paycheck Amount
Date Final Paycheck Issued
Notes Regarding Benefit Continuation (COBRA, etc.)
HR Representative Signature
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