Checklist Pretermination

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Checklist Pretermination

Checklist Pretermination

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

PRE-TERMINATION CHECKLIST

Employee Name: {{employee_name}}

Employee ID: {{employee_id}}

Department: {{department}}

Position: {{position}}

Manager/Supervisor: {{manager_name}}

Date of Review: {{date_of_review}}

1. Performance and Conduct Review

1.1. Review of performance records and disciplinary history (last {{number_of_months}} months):

- Performance appraisals: {{date_last_appraisal}}

- Warning letters/Disciplinary actions: {{details_of_warnings}}

- Performance Improvement Plans (PIPs): {{details_of_pips}}

- Attendance records: {{attendance_issues_summary}}

1.2. Documentation of concerns leading to pre-termination consideration:

- Dates and details of incidents: {{incident_details}}

- Impact on business operations/team: {{impact_summary}}

- Witness statements (if applicable): {{witness_statements_ref}}

2. Legal and Policy Compliance

2.1. Review of employment contract terms:

- Notice period: {{contractual_notice_period}}

- Confidentiality clauses: {{confidentiality_clauses_reviewed}} (Yes/No)

- Restraint of trade: {{restraint_of_trade_reviewed}} (Yes/No)

2.2. Adherence to company policies and procedures:

- Relevant policy sections reviewed: {{relevant_policies}}

- Were policies clearly communicated to the employee? {{policies_communicated}} (Yes/No)

2.3. Consultation with HR/Legal Counsel:

- Date of consultation: {{hr_legal_consultation_date}}

- Key advice received: {{hr_legal_advice_summary}}

- Confirmation of fair process and substantive reason: {{fair_process_confirmed}} (Yes/No)

3. Alternative Solutions Explored

3.1. Have all reasonable alternatives to termination been considered?

- Retraining: {{retraining_considered}} (Yes/No)

- Transfer to another department/role: {{transfer_considered}} (Yes/No)

- Coaching/Mentoring: {{coaching_mentoring_considered}} (Yes/No)

- Reduced work hours: {{reduced_hours_considered}} (Yes/No)

3.2. Reasons for not pursuing alternatives: {{reasons_for_not_pursuing_alternatives}}

4. Financial and Administrative Considerations

4.1. Calculation of final pay:

- Unused leave: {{unused_leave_days}} days

- Pro-rata bonus (if applicable): {{pro_rata_bonus_amount}}

- Severance package (if applicable): {{severance_package_details}}

- Outstanding loans/advances: {{outstanding_loans_amount}}

4.2. Return of company property:

- Laptop, phone, keys, access cards, etc.: {{list_of_company_property}}

4.3. Access Revocation Plan:

- IT systems: {{it_access_revocation_plan}}

- Building access: {{building_access_revocation_plan}}

5. Communication Plan

5.1. Planned date and time of termination meeting: {{meeting_date_time}}

5.2. Attendees at meeting: {{attendees_names}}

5.3. Key message points for employee: {{key_message_points}}

5.4. Internal communication strategy (post-termination): {{internal_communication_plan}}

5.5. External communication strategy (if required): {{external_communication_plan}}

6. Post-Termination Support (if applicable)

6.1. Outplacement services: {{outplacement_services_offered}} (Yes/No)

6.2. Reference policy: {{company_reference_policy}}

Manager/Supervisor Confirmation:

I confirm that I have reviewed all relevant information and followed the necessary steps as outlined in this checklist to the best of my ability, in anticipation of a potential employee termination.

Signature: __________________________

Name: {{manager_name}}

Date: {{date}}

HR Department Confirmation:

I confirm that the proposed pre-termination process aligns with company policy and legal requirements.

Signature: __________________________

Name: {{hr_representative_name}}

Date: {{date}}