Employee Firing or Termination Checklist Template

This template outlines the steps that should be taken during the termination process to help avoid costly legal mistakes.

Prior to the Firing Meeting

• Check for post-employment obligations, including non-competes and confidentiality agreements.
• Coordinate with IT to revoke the employee’s access to company systems during the meeting.
• Choose an appropriate time and location (e.g., a shared space or the employee’s office).
• Notify HR of the termination.
• Change the employee’s passwords during the meeting.

During the Firing Meeting

• Explain that the employee’s computer access has been revoked and offer assistance in retrieving personal information.
• Retrieve all company property immediately, including phones, laptops, access cards, and keys.
• Ask if the employee has emailed any company files to personal accounts and request deletion if so.
• If discrimination claims arise, ask the employee to clearly state their concerns.
• Address payroll-related matters, including benefits, PTO balance, 401K, insurance, and tax paperwork.

Key Points to Remember

• Clearly and honestly explain the reason for termination—do not sugarcoat.
• Treat the employee with respect and dignity.
• Do not waver in your decision once the meeting begins.

This resource is provided by SINC Business Corporation to assist with compliance efforts and is based on their experience. It is not legal advice and includes no warranty for suitability.