Assignment Four - Termination Checklist

When An Employee Leaves Better Health Abroad

Reaching the Decision

• Was a progressive discipline scheme followed leading up to the decision to terminate?
• Was the employee given 3 verbal warnings according to company protocol?
• Was the employee given at least 1 written warning according to company protocol?
• Did verbal and written warnings clearly state performance/behavior expectations to employee?
• Do written warnings sufficiently document a history of recurring performance/behavior problems?
• Was the employee given sufficient time to correct performance/behavior?
• Is this termination consistent with managerial response to similar behaviors of other employees?
• Have other in-house options for transfer of the employee been explored and ruled out?
• Is this termination in compliance with all state or federal laws regarding appropriate reasons for termination?

Notifying Appropriate Departments

• Has human resources been notified regarding the termination?
• Has technology & communications department been notified regarding expiration of employee’s computer and telephone privileges?
• Has payroll been contacted regarding status of employee’s benefits, vacation, etc.?
• Has finance department been notified regarding deactivation of employee’s accounts?
• Has legal department been notified about decision to terminate employee and reasoning behind this decision?

Termination Meeting

• Does the employee understand the reason for termination?
• Does the employee understand that other options within the organization have been explored, and that the decision is final?
• Does the employee understand the time course for the termination process?
• Has employee’s final paycheck been prepared by payroll services?
• Has severance pay, compensation for vacation and sick time, continuation of health and life insurance benefits, and re-employment assistance been discussed with employee?
• Has the employee been informed of protocol for returning all company property?

Other Considerations

• Have remaining employees been informed of termination and rationale?
• Has management met to discuss the how the termination was handled?
• Has the process of hiring a replacement been initiated if appropriate?