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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.
☐Alert Aflac dental and/or Accident/STD program to remove them from the program.
* '''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
** ☐ Shared Google Drive folders and documents


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

Revision as of 16:04, 9 September 2025

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.

  • Disable or remove access to the following logins:
    • ☐ GoTo
    • ☐ UniFi
    • ☐ Brightwheel
    • ☐ PEARS (including removing them from the contact list)
    • ☐ GPCFB
    • ☐ Shared Google Drive folders and documents