FREE 10+ Employee Exit Checklist Samples [ Termination, Interview, Process ]

Employees leave their companies or jobs for a number of reasons. Some common reasons are for better job opportunities, a toxic working environment, career change, for personal reasons or retrenchment. For whatever reason, employee exit needs to follow a standard company procedure to make sure everything runs smoothly between both parties. In this article we have provided different employee exit checklist samples that can help your company get started.

10+ Employee Exit Checklist Samples

1. Employee Exit Checklist Template

2. Employee Exit Checklist

3. Exiting Employee Checklist

4. Sample Employee Exit Checklist

5. Standard Employee Exit Checklist

6. Human Resources Employee Exit Checklist

7. Printable Employee Exit Checklist

8. Manager Employee Exit Checklist

9. Formal Employee Exit Checklist

10. Management Employee Exit Checklist

11. Editable Employee Exit Checklist

What is an Employee Exit?

As the name suggest, this is when an employee leave or separates from the company. It is a Human Resource department process that is designed to manage the full and final settlement of employees when they exit from an organization. Several steps and procedures are conducted to make sure that the separation process goes smoothly.

How to Handle Employee Exit?

As mentioned several procedures are conducted by the HR department before an employee can fully leave their companies without any problems or legal action required. More importantly it is valuable to maintain a good and professional relationship between management and employees who are leaving. Below is a list to guide you as you partake on this separation process:

1. Provide a List

So its either the employee has given you his or her resignation letter as an intention to leave the company or an employee has been terminated. Either way, aside from verbally talking to the employee provide a list of steps on what he or she should submit to begin the employee exit process. This will help the employee know what documents or what needs to be accomplish next.

2. Exit Interview

An exit interview is conducted by the management with an employee who is about to leave the company. Normally this is where the management determines the overall working experience of the employee. This can be quite useful to the organization to gauge their working environment and find room for improvement.

3. Document the Process

Aside from a resignation letter being submitted or a slip being handed over the employee for termination, it is important that a clearance form, turnover or endorsement checklist and exit interview form is handed over the outgoing employee. This is to ensure that nothing goes amiss, everything is documented and signed by the employee noting the mutual understanding between both parties.

4. Inform the Team and Clients

Formally informing the management is a way to make sure that the employee properly endorses his or her remaining work to the replacement employee. This is also to limit adding new task or projects to the employee that needs to be worked in the long run. Clients also needs to advised as well to smoothly endorsed them to the employee who will take his or her place.

5. Compensation, Benefits, And Tax Documents

Employee compensation and benefits are part of the outgoing process as this needs to be computed and checked by the accounting team. This is to also check if the employee has any outstanding balances that needs to be deducted from the final pay.

FAQs

As an employee decides to leave a company it is quite important to maintain good working relationships with them even after the leave. There are certain circumstances that could not be avoided and employee turnover is part of any business organization, big or small. A well executed employee exit can benefit the employee as they can feel that even as they are leaving they are still well taken cared of by the company. And as for the employer, this would reflect how they maintain their integrity and uphold their moral values as a company.