Posts Tagged ‘separation checklist’

Separation Checklists are a Must!

Tuesday, July 18th, 2017

An employee’s separation requires a lot of preparation both prior to the last day and following the separation. This includes items such as a  replacement requisition, job knowledge sharing activities, file reviews, preparation for termination meeting, etc. Additional items may include everyday tasks like removing voicemail and email (so that you don’t have clients leaving messages in a “black hole.”) From a compliance perspective there are items like final payroll calculations, and benefit information processing.  With so many related activities there many opportunities for ‘misses’ that can create headaches for any size company. Because of all of the moving parts involved in employee separations, it is important for companies to have a checklist of action items to address upon the separation of an employee.

CAI recommends having two separation checklists –  The Involuntary Separation Checklist and The Separation checklist. The Involuntary Separation Checklist  can be used in situations where the employee is not aware of their upcoming departure from the company. The checklist is broken down into sections for the preparation of the separation (prior to the employee knowing about their termination) to after the employee has been notified. The Separation Checklist should be used for most employee separations.

Having a checklist in place will ensure employee exits go smoothly and that tasks aren’t missed. A smooth exit can also help minimize employee relations issues in knowing that the employee has all pertinent information needed for their separation (pay, benefits, etc).  It can also provide a paper trail if later down the road there are questions regarding an employee’s exit (“did the employee return their company keys?”)

CAI delivers HR, compliance, and people development solutions to 1,100+ NC companies to help them build engaged, well-managed and low-risk workplaces. Contact us to find out how we can help your company.

Emily’s primary area of focus is providing expert advice and support in the areas of employee relations and federal and state employment law compliance as a member of the Advice & Resolution team for CAI. Additionally, Emily advises business and HR leaders in operational and strategic human resources areas such as talent and performance management, employee engagement, and M&A’s. Emily has 10+ years of broad-based HR business partnering experience centering around employee relations, compliance & regulatory employment issues, strategic and tactical human resources, and strong process improvement skills.