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> employment exit checklist
employment exit checklist
Preparing for the Exit
Notify Employer*: Inform your employer about your decision to leave the organization.
Review Employment Contract*: Carefully go through your employment contract to understand any obligations or restrictions.
Give Notice*: Provide your employer with the required notice period as per your contract or company policy.
Confirm Last Working Day*: Discuss and agree upon the exact date of your last working day.
Handover Responsibilities*: Collaborate with your supervisor to plan and execute a smooth transition of your tasks and responsibilities.
Complete Pending Assignments*: Ensure that all pending work or projects are completed or handed over to another team member.
Return Company Property*: Return any company-owned equipment, devices, or assets in your possession.
Transfer Knowledge*: Document and share important information, processes, and contacts with relevant team members.
Conduct Knowledge Transfer Meetings: Schedule and conduct meetings with team members to transfer knowledge and provide guidance on ongoing projects or tasks
Update Documentation: Review and update any documentation or manuals related to your role or responsibilities
Create Transition Plan: Develop a detailed plan outlining the steps and timeline for the transition of your duties to a new employee or team member
Train Replacement: Provide training and support to your replacement, if applicable, to ensure a smooth transition
Communicate with Stakeholders: Inform relevant stakeholders, clients, or customers about your departure and introduce them to your replacement, if necessary
Update Contact Information: Update your contact information with professional networks, colleagues, and clients to maintain connections after leaving the company
Prepare Handover Report: Prepare a comprehensive handover report summarizing your responsibilities, ongoing projects, and any outstanding tasks or issues to ensure a smooth handover process
Organize Files and Documents: Organize and properly label electronic and physical files, ensuring that relevant information is easily accessible to your successor
Set Up Auto-Reply: Set up an automatic email response to inform colleagues and clients of your departure and provide alternative points of contact
Schedule Exit Interview: Arrange an exit interview with HR or management to provide feedback and discuss your experience in the company
Say Goodbye to Colleagues: Take the time to personally say goodbye to your colleagues and express your appreciation for their support and collaboration
Benefits and Compensation
Review Benefits Package*: Understand the company's policies regarding benefits, such as health insurance, retirement plans, and stock options.
Submit Expense Claims*: Submit any outstanding expense reimbursements before your departure.
Collect Outstanding Payments*: Ensure all pending salary, bonuses, commissions, or other payments are received.
Discuss Severance Package*: If applicable, have a conversation with your employer about severance pay and any related benefits.
Review Paid Time Off (PTO) Balance*: Determine how much vacation or sick leave you have remaining and whether it can be paid out upon your departure
Explore COBRA Coverage Options*: Understand the continuation of health insurance coverage through the Consolidated Omnibus Budget Reconciliation Act (COBRA) and how to enroll if needed
Transfer or Roll Over Retirement Savings*: Evaluate options for transferring or rolling over your retirement savings, such as 401(k) or pension plans, to another account or institution
Access Stock Options or Restricted Stock Units*: Understand the process for exercising or selling any stock options or restricted stock units you may have
Review Employee Stock Purchase Plan (ESPP)*: Determine if you have any shares or contributions in the ESPP and any actions needed to manage them
Cancel or Transfer Company Subscriptions*: Identify any company subscriptions or services tied to your employment and determine how to cancel or transfer them to another employee
Return Company Property*: Compile a list of company property you need to return, such as laptops, access cards, or equipment, and arrange for their proper return
Coordinate Flexible Spending Account (FSA) Claims*: Submit any outstanding claims for reimbursement from your FSA account before leaving the company
Determine Health Savings Account (HSA) Options*: Decide what to do with your HSA account, such as transferring it to another provider or keeping it with your current one
Understand Non-Compete or Non-Disclosure Agreements*: Review any non-compete or non-disclosure agreements you have signed and understand their implications after your departure
Administrative Tasks
Update Contact Information*: Provide your new contact details to HR and colleagues for future communication.
Submit Resignation Letter*: Prepare and submit a formal resignation letter to HR and your supervisor.
Exit Interview*: Participate in an exit interview, if conducted by the company, to provide feedback on your employment experience.
Cancel Subscriptions or Memberships*: Cancel any company-related subscriptions or memberships in your name.
Retrieve Personal Belongings*: Collect any personal items from your workspace or office.
Return Company Property: Return any company property, such as laptops, mobile phones, access cards, or keys
Transfer Files and Documents: Transfer any important files or documents to relevant colleagues or departments
Clear Personal Data: Remove any personal information or data from company systems or devices
Update Email Signature: Update your email signature to reflect your departure and provide alternative contact information if necessary
Update Voicemail Greeting: Change your voicemail greeting to inform callers of your departure and provide alternative contact information
Forward Emails: Set up email forwarding to ensure you receive any important emails sent to your work address
Clean and Organize Workspace: Leave your workspace clean and organized for the next employee
Return Parking Pass: Return any parking passes or permits issued by the company
Set Up Out-of-Office Message: Set up an out-of-office message on your email and other communication platforms to inform contacts of your departure and provide alternative contacts if needed
Complete Final Timesheet: Ensure all your working hours and leave are accurately recorded on your final timesheet
Settle Expenses: Submit any outstanding expense reports and ensure reimbursement is processed
Update Emergency Contacts: Update your emergency contact information with HR if necessary
Review Company Policies: Review any company policies regarding post-employment obligations or restrictions
Complete Exit Checklist: Complete and submit any additional forms or documents requested by HR as part of the exit process
HR and Legal Obligations
Review Non-Disclosure Agreement (NDA)*: Review any confidentiality or non-disclosure agreements you have signed.
Return Confidential Information*: Ensure that all confidential files, documents, or information are returned or deleted.
Terminate Access and Accounts*: Inform IT department to revoke your access to company systems, email, and other accounts.
Update Social Media and Professional Profiles*: Update your social media profiles to reflect your departure from the company.
Review Non-Compete Agreement*: Familiarize yourself with any non-compete terms and restrictions mentioned in your employment contract.
Complete an Exit Interview*: Participate in an exit interview with HR to provide feedback and insight about your experience with the company
Return Company Property*: Return any company-issued equipment, such as laptops, phones, or access cards, before your departure
Settle Financial Matters*: Coordinate with HR or the finance department to settle any outstanding reimbursements, expense claims, or salary-related matters
Notify References*: Inform your references that you are leaving the company and provide them with updated contact information if necessary
Review Severance Package (if applicable)*: If you are entitled to a severance package, carefully review the terms and conditions outlined in the agreement
Review Employment Agreement*: Review your employment agreement to ensure you understand any post-employment obligations or restrictions
Confirm Final Paycheck*: Coordinate with HR to confirm the date and method of receiving your final paycheck, including any accrued vacation or sick leave
Update Emergency Contacts*: Update your emergency contact information with HR, if necessary
File for Unemployment Benefits (if applicable)*: Research and file for unemployment benefits, if you are eligible and plan to do so
Seek Legal Advice (if necessary)*: If you have any concerns or questions regarding your legal rights or obligations upon leaving the company, consider seeking legal advice
Personal and Professional Networking
Inform Colleagues and Contacts*: Notify colleagues, clients, and professional contacts about your departure and provide updated contact information if necessary.
Connect on LinkedIn*: Connect with professional contacts on LinkedIn to maintain your network.
Request References*: Request letters of recommendation or references from supervisors or colleagues, if needed.
Attend Farewell Events*: Participate in any farewell events or gatherings organized by your employer.
Remember to adapt this checklist based on your specific circumstances and company policies.
Update your LinkedIn profile: Make sure your LinkedIn profile reflects your new employment status and includes any relevant achievements or projects you worked on during your time at the company
Reach out to mentors or industry influencers: Inform and thank mentors or influential individuals in your industry for their guidance and support throughout your career
Schedule informational interviews: Set up meetings with professionals in your network to gather insights and advice for your future career endeavors
Share your new contact information: Provide your personal email address or phone number to close colleagues and contacts who may want to stay in touch after your departure
Offer to provide assistance during the transition: Let your colleagues know that you are available to answer any questions or provide support during the handover period
Attend networking events: Take advantage of any industry events or conferences happening before your exit to expand your professional network further
Update your personal website or portfolio: If applicable, ensure that your personal website or portfolio is up to date with your latest work examples and contact information
Send personal thank-you notes: Express your gratitude to individuals who have had a significant impact on your professional growth, such as mentors, supervisors, or coworkers
Join relevant professional groups or associations: Explore joining industry-specific groups or associations to continue networking and staying connected to your professional field
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