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Employee Separation Checklist

Comprehensive checklist for HR and managers to complete when an employee leaves the company, covering final pay, benefits, and property return.

PDF TemplateUse the instructions below to complete this form

Instructions

Track each step of the separation process: return of company property (laptop, phone, keys, badge), deactivation of IT access, final paycheck (check state deadlines), PTO payout, COBRA notification, 401(k) information, forwarding address, exit interview. Document the separation reason (voluntary, involuntary, layoff). Update payroll and benefits systems. Retain personnel file per your state's retention requirements.