Employee Resignation Checklist Template

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This Downloadable Template Is Part Of Our Free HR Tool Kit Collection

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.

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!

The Team At SINC

Employee Resignation Checklist:

    Date you were first informed of resignationcheck mark
    Talk the situation through and see if there is another option available other than resignationcheck mark
    If you can agree on another option that works for both parties. Have this drawn up formallycheck mark
    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 procedurescheck mark
    Discuss a suitable effective date that works for both parties Notify other affected parties. Payroll, HR, key clients etc Finalise all payroll matterscheck mark
    Arrange for the return of company propertycheck mark
    If requested, and appropriate, prepare a written letter of recommendationcheck mark
    Update company records to show the resignation and when it will take effectcheck mark
    Make sure the employee completes any paperwork required to resign from any offices held by themcheck mark
    Work with IT to remove all access to company information systems at the appropriate timecheck mark
    Conduct an exit interviewcheck mark

This sample resource is provided to you free by SINC BUSINESS CORPORATION to help with your compliance efforts and includes no warranty as to its suitability for any particular task. It is only our opinion based on our experience and should not be considered legal advice.

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