Employee Resignation Checklist Template

The printable and fillable PDF template can be downloaded for free below. We hope this makes managing your small business HR needs a little easier!

An employee resignation can be an emotional time. It helps to work through a list of tasks so to not forget anything.

This checklist is a good guide to help you through the process of accepting an employee's resignation.

Employee Resignation Checklist:

• Date you were first informed of resignation
• Talk the situation through and see if there is another option available other than resignation
• If you can agree on another option that works for both parties. Have this drawn up formally
• If no compromise can be made. Ensure you have a formal letter of resignation on file Check with your company policy on termination and follow procedures
• Discuss a suitable effective date that works for both parties Notify other affected parties. Payroll, HR, key clients etc Finalise all payroll matters
• Arrange for the return of company property
• If requested, and appropriate, prepare a written letter of recommendation
• Update company records to show the resignation and when it will take effect
• Make sure the employee completes any paperwork required to resign from any offices held by them
• Work with IT to remove all access to company information systems at the appropriate time
• Conduct an exit interview