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.
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 work load.
Many members of staff have access to buildings, equipement, computer systems and many more to its important to make sure nothing is missed.
There are several payroll obligations that need to done when an employee leaves.
Employee Leaving Checklist
Department
Staff name, manager name and 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.
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