Employee Resignation Checklist Template

This 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.

What To Do When An Employee Resigns

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

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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

SINC: The Mobile Workforce Management Platform

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SINC bridges the gap between the worksite and the office, providing a user friendly mobile platform for staff to communicate key data on site and in realtime.

  • Schedule Employees, Create Projects And Assign Tasks
  • Record Worker Hours, Locations, Field Notes and Safety Feedback
  • Quickly Generate Detailed Reports For Payroll Hours, Jobs And Cost Codes
  • Use This Data To Guide Future Job Quoting And Planning

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.