Purpose
State the policy’s objective: consistent, lawful handling of involuntary separations and protection of employee and employer rights.
A formal policy reduces legal risk, ensures consistent handling of separations, and documents business reasons for termination. It supports compliance with wage, benefits, and record retention rules while protecting the organization from discrimination and wrongful-termination claims.
Clear assignment of roles ensures the policy is followed consistently and records are preserved for audits or disputes.
State the policy’s objective: consistent, lawful handling of involuntary separations and protection of employee and employer rights.
Define who is covered (employees, contractors), geographic applicability, and any excluded groups.
List objective categories (performance, misconduct, redundancy), with examples and progressive-discipline expectations where applicable.
Describe investigation steps, notice delivery, witness involvement, required documentation, and roles for HR and management.
Explain final paycheck timing, PTO payout policy, COBRA/benefits continuation notices, and retirement plan distributions.
Provide internal appeal or grievance procedures and specify retention of separation records for compliance.
| Signature Field Requirement | Make signature and signer name mandatory for completion. |
|---|---|
| Date Field Format | Use MM/DD/YYYY to standardize records. |
| Authentication Method | Email plus optional SMS code or KBA for higher assurance. |
| Document Retention | Automate retention for required statutory periods. |
| Notifications | Notify HR and legal after execution. |
Integrations reduce data entry, ensure synchronized records, and preserve execution logs accessible to authorized staff.
Varies by state; often immediate or next pay period
Keep for 3 years after hire or 1 year after termination (8 CFR §274a.2)
Provide required COBRA election notice within 60 days
Provide W-2s to employees by Jan 31 each year
Respond to claims promptly to protect employer position
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| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |