Human Resources: Termination Checklist

Part I: Before Termination

1. Management has documented employee’s behavior
2. Management has offered employee frequent feedback on performance
3. Management has clearly stated and documented what is and is not acceptable conduct
4. Employee has received discipline comparable to that received by other employees
5. Management has documented all progressive discipline
6. Employee has been warned that failing to improve performance would result in termination
7. Management has discussed with legal counsel employee’s participation in any of the following behaviors to ensure that termination is lawful:
   • Filing a compensation claim
   • Reporting company’s illegal activities, including violations of safety and/or health laws
   • Belonging to a union or choosing not to belong to one
   • Absence from work to fulfill a civic duty
   • Absence from work on a legally available day off
   • Membership in a protected class

Part II: Termination Process

1. Employee has been informed of decision
2. Human Resources has been notified of employee’s termination
3. Staff has been informed of employee’s departure
4. Employee’s termination has been documented (including written confirmation of oral resignation)
5. Employee’s final time sheet has been completed and submitted
6. Employee has received final paycheck, including any bonuses and accrued benefits
7. Human Resources has given employee severance letter which includes information benefits status, including health insurance in compliance with COBRA
8. Employee has given the library written permission to provide reference information if potential employers call
9. Employee’s contact information has been verified
10. Employee has removed all personal items, including personal computer files, (after normal work hours, if appropriate)
11. Employee has not taken any University-owned materials (including computer files)
12. Employee has turned in university ID card
13. Employee has returned building key and University-owned van keys (if applicable)
14. Employee has been removed from library’s computer system (including payroll and database of patron records)
15. Passwords have been changed on shared computers, including the circulation system login (if applicable), and employee’s log-in can no longer access the computer network
16. Employee has returned any library materials in his or her possession
17. Employee’s expense report balance is zero or has been submitted for payment
18. Employee’s phone line has been transferred or canceled
19. Employee’s e-mail account has been transferred or canceled
20. Employee’s work space has been cleaned