TERMINATION CHECKLIST

Employee Name: [NAME]
Department: [DEPARTMENT]
Manager: [MANAGER]
Separation Date: [DATE]
Separation Type: ☐ Voluntary ☐ Involuntary ☐ Layoff ☐ Other: [OTHER]

1. Pre-Separation Review

☐ Confirm decision approval and documentation
☐ Review performance history and policy compliance
☐ Identify final pay requirements and deadlines
☐ Prepare separation letter and required notices

2. Final Pay and Benefits

☐ Calculate final wages, PTO payout, and deductions
☐ Deliver final paycheck per state law
☐ Provide benefits continuation notice (e.g., COBRA) if applicable
☐ Confirm retirement plan distribution options

3. Property and Access

☐ Recover keys, badges, devices, and records
☐ Disable system access and change shared passwords
☐ Confirm return of confidential information

4. Post-Separation Steps

☐ Document reason for separation
☐ Provide unemployment information, if required
☐ Update personnel records and retention schedule
☐ Schedule exit interview, if applicable