Staff name, manager name and department.
Content...
Employee Leaving Checklist covers steps you need to work through once you have accepted a formal resignation.
Review contracts to see the official notice time that is required and calculation of employee’s outstanding holiday / leave holiday owing to work out official leaving date.
Ready to dive in?
Start Your Free Trial Today
Once this date is clear and all parties agreed you need to work on who will be replacing that member of staff or cover the workload.
Many members of staff have access to buildings, equipment, computer systems and many more to its is important to make sure nothing is missed.
There are several payroll obligations that need to do when an employee leaves.
Employee Leaving Checklist
Official notice time that is required
Department
Confirmed Date
Confirmed Date Leaving – Allocate date once employement contract examined, new employer and remaining holiday entilement.
Keys
Collect Keys.
Security Passes
Collect security, parking & ID Cards.
Access Codes Removed
Access Codes / Security Codes removed.
Email Address
Deactivate email address or redirect.
Forward emails to new member of staff or current member of staff.
Phone Redirect
Phone redirected to new member of staff or current member of staff.
Equipement
Collect Company equipement. Example: Computer, Phone Uniform.
Address
Confirm address for final correspondence..
Notify Tax Office
Tell HM Revenue and Customs (HMRC) when a employee leaves.
Send P45
Tell HM Revenue and Customs (HMRC) when a employee leaves.
Stop Payroll
Make sure have been removed from any future payroll processing.
Frequently asked questions
Looking for more info? Here are some things we're commonly asked
Human Resources
Employees are the single biggest asset of any business. HR has a key role in supporting employees in their work life cycle and enabling them to thrive, which greatly benefits the business.
Read More: What does HR do and what are they responsible for?
Businesses must adhere to various rules and regulations that govern employment relationships. HR compliance is a company’s commitment to ensuring these standards are followed. HR is responsible for ensuring the business meets its legal obligations.
The human resources department is responsible for tracking compliance to prevent costly fines, loss of reputation, lawsuits and other penalties. For this reason, HR professionals must be aware of the different laws a business should abide by.
Read More: HR Compliance: Comply with Laws, Rules and Regulations
HR Policies are also known as Human Resource Policies. These policies and procedures are used to safeguard both employer and employee, regulate ways things are done and make sure conform with the law and clarify the rights and obligations of both parties within the employment relationship.
Read More: HR Policies and Procedures
HR Process automation is a way to standardise manual and repetitive tasks, thus enhancing efficiency. Freeing up time for more complex tasks and more employee engagement.
Give you the data to analyse your processes to make changes and improve all human resources tasks, which can then reduce cost and increase productivity.
Read More: Why Automate HR Process