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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

Revision as of 16:05, 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