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Employee Termination Checklist: Difference between revisions

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When an employee is leaving the organization's employment, the following must be considered:
When an employee is leaving the organization's employment, the following must be considered:


* Disable the employee's work email account.
*☐ Disable the employee's work email account.
* Remove the employee from private Slack channels.
*☐ Remove the employee from private Slack channels.
* Disable the employee's key fob and/or door codes.
*☐ Disable the employee's key fob and/or door codes.
*Return company credit card and any outstanding reciepts.
*☐ Return company credit card and any outstanding reciepts.
* Collect all company-provided electronics, such as laptops, tablets, and phones.
*☐ Collect all company-provided electronics, such as laptops, tablets, and phones.
* Ensure the resignation letter is received and properly filed.
*☐ Ensure the resignation letter is received and properly filed.
* Conduct an exit interview to gather feedback and insights.
*☐ Conduct an exit interview to gather feedback and insights.
* Announce the departure to Sprouts families, if applicable.
*☐ Announce the departure to Sprouts families, if applicable.
* Retrieve any company-owned physical property, including paperwork, manuals, or other items.
*☐ Retrieve any company-owned physical property, including paperwork, manuals, or other items.
* Transfer all work-related documents from the employee’s Google Drive to shared team drives.
*☐ Transfer all work-related documents from the employee’s Google Drive to shared team drives.
* Terminate the employee in TriNet or the HR program used.
*☐ Terminate the employee in TriNet or the HR program used.
*☐Alert Aflac dental and/or Accident/STD program to remove them from the program.
*☐Remove from call list for Fire System/SSA
* '''Disable or remove access to the following logins:'''
* '''Disable or remove access to the following logins:'''
** GoTo
** ☐ GoTo
** UniFi
** ☐ UniFi
** Brightwheel
** ☐ Brightwheel
** PEARS (including removing them from the contact list)
** ☐ PEARS (including removing them from the contact list)
** GPCFB
** ☐ GPCFB
** Shared Google Drive folders and documents
**☐ Canva
** ☐ Shared Google Drive folders and documents
**Facebook and other Social Media
**CCEI
**Seminary Now


[[Category:Administration]]
[[Category:Administration]]

Latest revision as of 02:20, 9 February 2026

When an employee is leaving the organization's employment, the following must be considered:

  • ☐ Disable the employee's work email account.
  • ☐ Remove the employee from private Slack channels.
  • ☐ Disable the employee's key fob and/or door codes.
  • ☐ Return company credit card and any outstanding reciepts.
  • ☐ Collect all company-provided electronics, such as laptops, tablets, and phones.
  • ☐ Ensure the resignation letter is received and properly filed.
  • ☐ Conduct an exit interview to gather feedback and insights.
  • ☐ Announce the departure to Sprouts families, if applicable.
  • ☐ Retrieve any company-owned physical property, including paperwork, manuals, or other items.
  • ☐ Transfer all work-related documents from the employee’s Google Drive to shared team drives.
  • ☐ Terminate the employee in TriNet or the HR program used.
  • ☐Alert Aflac dental and/or Accident/STD program to remove them from the program.
  • ☐Remove from call list for Fire System/SSA
  • Disable or remove access to the following logins:
    • ☐ GoTo
    • ☐ UniFi
    • ☐ Brightwheel
    • ☐ PEARS (including removing them from the contact list)
    • ☐ GPCFB
    • ☐ Canva
    • ☐ Shared Google Drive folders and documents
    • Facebook and other Social Media
    • CCEI
    • Seminary Now