Company Letterhead
{{company_name}}
{{company_address}}
Phone: {{phone}}
Email: {{email}}
Website: {{website}}
Employee Information
Employee Name: {{employee_name}}
Employee ID: {{employee_id}}
Job Title: {{job_title}}
Department: {{department}}
Date of Employment: {{date_of_employment}}
Date of Termination: {{date_of_termination}}
Reason for Termination: {{reason_for_termination}}
Termination Checklist
All items must be completed and initialled by the responsible party.
1. Notification of Termination (HR/Manager):
- Formal written notice issued: {{written_notice_issued_date}} (Initial: {{initial_written_notice}})
- Verbal notification provided: {{verbal_notification_date}} (Initial: {{initial_verbal_notice}})
2. Final Pay and Benefits (HR/Payroll):
- Calculation of final salary: {{final_salary_amount}} (Initial: {{initial_final_salary}})
- Accrued leave payout: {{accrued_leave_payout_amount}} (Initial: {{initial_leave_payout}})
- Provident Fund/Pension Fund withdrawal forms provided: {{provident_fund_forms_date}} (Initial: {{initial_provident_fund}})
- Medical Aid termination processed: {{medical_aid_termination_date}} (Initial: {{initial_medical_aid}})
3. Company Property Return (Manager):
- Company laptop/computer: (Returned: {{laptop_returned_date}}/Not Returned: {{laptop_not_returned_reason}}) (Initial: {{initial_laptop}})
- Mobile phone: (Returned: {{mobile_returned_date}}/Not Returned: {{mobile_not_returned_reason}}) (Initial: {{initial_mobile}})
- Access cards/keys: (Returned: {{access_cards_returned_date}}/Not Returned: {{access_cards_not_returned_reason}}) (Initial: {{initial_access_cards}})
- Company vehicle: (Returned: {{vehicle_returned_date}}/Not Returned: {{vehicle_not_returned_reason}}) (Initial: {{initial_vehicle}})
- Other company property (list): {{other_property_list}} (Returned: {{other_property_returned_date}}/Not Returned: {{other_property_not_returned_reason}}) (Initial: {{initial_other_property}})
4. Access Revocation (IT/Admin):
- Email access disabled: {{email_access_disabled_date}} (Initial: {{initial_email_access}})
- System access revoked (e.g., CRM, internal drives): {{system_access_revoked_date}} (Initial: {{initial_system_access}})
- Physical building access revoked: {{physical_access_revoked_date}} (Initial: {{initial_physical_access}})
5. Exit Interview (HR):
- Exit interview scheduled: {{exit_interview_scheduled_date}} (Initial: {{initial_exit_interview_scheduled}})
- Exit interview conducted: {{exit_interview_conducted_date}} (Initial: {{initial_exit_interview_conducted}})
- Feedback documented: {{exit_feedback_documented_date}} (Initial: {{initial_exit_feedback}})
6. Reference Policy Acknowledgment (HR/Employee):
- Employee informed of company reference policy: {{reference_policy_informed_date}} (Initial: {{initial_reference_policy}})
Confidentiality and Non-Disclosure Agreement
I, {{employee_name}}, acknowledge my ongoing obligation to maintain the confidentiality of all company proprietary information and trade secrets, and to abide by any non-disclosure agreements previously signed. I understand that any breach of this obligation may result in legal action.
Employee Signature: _________________________ Date: {{employee_signature_date}}
Acknowledgment of Receipt
I, {{employee_name}}, confirm that I have received all my final remuneration and applicable benefits, and have returned all company property as per the checklist above. I understand the terms of my termination and have had the opportunity to ask questions.
Employee Signature: _________________________ Date: {{acknowledgment_date}}
Witness or HR Representative
This termination worksheet was completed in my presence and appears to be accurate and complete.
Name: {{witness_name}}
Title: {{witness_title}}
Signature: _________________________ Date: {{witness_signature_date}}
Signature Block
_________________________ _________________________
Employer Representative Name Date
{{employer_representative_title}}
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