Business OS
Human ResourcesTermination & Exit

Worksheet_Termination of Employment

This template provides a structured checklist and record for the termination of an employee, ensuring all necessary steps are followed and documented. It is used when an employer needs to formally terminate an employee’s contract.

Updated 15d ago
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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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