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Employee Leaving Checklist

Employee Leaving Checklist 7

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 workload. 

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

Employee Leaving Checklist 8

Department

Staff name, manager name and department.

Employee Leaving Checklist 8

Confirmed Date

Confirmed Date Leaving – Allocate date once employement contract examined, new employer and remaining holiday entilement.

Employee Leaving Checklist 8

Keys

Collect Keys.

Employee Leaving Checklist 8

Security Passes

Collect security, parking & ID Cards.

Employee Leaving Checklist 8

Access Codes Removed

Access Codes / Security Codes removed.

Employee Leaving Checklist 8

Email Address

Deactivate email address or redirect.

Forward emails to new member of staff or current member of staff.

Employee Leaving Checklist 8

Phone Redirect

Phone redirected to new member of staff or current member of staff.

Employee Leaving Checklist 8

Equipement

Collect Company equipement. Example: Computer, Phone Uniform.

Employee Leaving Checklist 8

Address

Confirm address for final correspondence..

Employee Leaving Checklist 8

Notify Tax Office

Tell HM Revenue and Customs (HMRC) when a employee leaves.

Employee Leaving Checklist 8

Send P45

Tell HM Revenue and Customs (HMRC) when a employee leaves.

Employee Leaving Checklist 8

Stop Payroll

Make sure have been removed from any future payroll processing.

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Louise Burton-Payne

Checklist Ambassador

Digital marking, SEO & social media are a great passion of mine. Love to be ultra organised and love checklists and to-do lists so dream situation to hybrid the two with Checkify :-) Technology can help reduce the pressure and stress of trying to remember everything. Automation saves time and reduces mistakes.

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