This process features on our list of 25 processes every business needs.
1Upload resignation/redundancy/dismissal letter
Importance: Essential
2Confirm leaving date
Importance: Essential
Distribute to Manager / HR
3Notify employees of the staff members departure
Importance: Optional
Hello all,
It is with deep regret that I am announcing the resignation of [EMPLOYEE NAME] effective as of [DATE].
On behalf of everyone at [COMPANY NAME], I wish [NAME] good luck in (HIS/HER) new role.
___________________________________________________________________
Hello all,
[COMPANY NAME] and [EMPLOYEE NAME] have parted ways and [EMPLOYEE NAME] no longer works for [COMPANY NAME] with immediate effect.
If you have any questions, then please let [STAFF MEMBER] know.
4Initiate the employees last payroll payment
Importance: Essential
Pay the employee up to and including their last working day.
Add a link to your employee payment template here!
4.1Calculate and pay any holiday accrued and not taken
Importance: Essential
Add to payroll
4.2Issue P45
Importance: Essential
After final payroll send the employees P45 to them
4.3Set up payment for any outstanding expenses
Importance: Optional
Add a link to your expenses area here!
4.4Set up payment in lieu of notice (if applicable)
Importance: Optional
See the letter uploaded to step 1, for details of payment specified to the employee
5Manager / Team leader to create job list
Importance: Essential
Go through the tasks and work that the employee does.
Use the template provided, to document the job list.
5.1Plan cover for the interim period
Importance: Optional
Does a temp need to be recruited?
Reassign the outstanding tasks to other staff members in the interim.
6Set up a recruitment task for a replacement.
Importance: Optional
Add a link to your ‘Initiate Recruitment’ template here!
7Leavers card and gift
Importance: Optional
Purchase a good luck card.
Initiate collection for a small leavers gift.
8Conduct Exit Interview
Importance: Optional
Add a link to your ‘Exit Interview’ template here!
9Building Access
Importance: Optional
Obtain all keys the employees has for the building
10Laptops / Phones / Equipment returned
Importance: Essential
Add a link here, to your company property matrix/internal asset manager, to help you identify the accounts the company property the employee has been issued with.
11Email account
Importance: Essential
Set up an out of office message and redirect to manager
11.1Permanently delete the employee’s company email account
Importance: Optional
12Remove Access to internal & external systems
Importance: Essential
Remove the employees user accounts.
Add a link here, to your user accounts matrix/internal password manager, to help you identify the accounts the employee had access to.
12.1Change the shared password on each system the employee had access to
Importance: Essential
Add a link here, to your user accounts matrix/internal password manager, to help you identify the accounts the employee had access to.
13Remove the employee’s details from the company website
Importance: Optional
14Update company org chart
Importance: Optional
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