Employee Identifier
Unique identifiers (name, ID, department) that link the PAF to HRIS and payroll to avoid misapplied final payments.
A standardized termination PAF reduces errors, ensures consistent HR and payroll handling, and creates a defensible record for legal or audit reviews.
Use role-based approvals to keep responsibilities clear and to maintain an audit trail for each action taken during the separation process.
Unique identifiers (name, ID, department) that link the PAF to HRIS and payroll to avoid misapplied final payments.
Termination date, effective time if relevant, and categorical reason for separation to support benefits and unemployment eligibility determinations.
Breakdown of final wages, PTO payout, commissions, pro‑rata bonuses, and required deductions for accurate payroll posting.
Manager, HR, and payroll signoff fields with dates to create a clear chain of responsibility and an audit trail.
Checklist for returned equipment and a separate task for IT to revoke system access, with completion dates recorded.
Space for separation letters, termination notices, or disciplinary records that must be stored with the PAF.
Choose a method that preserves the record, meets legal and privacy requirements, and provides an auditable trail for approvals and delivery.
| Field | Configuration |
|---|---|
| Required Fields | Name | ID | Date | Reason |
| Conditional Routing | Auto-route to payroll if final pay > threshold |
| Signer Order | Manager → HR → Payroll |
| Notifications | Email/SMS to stakeholders on completion |
Follow payroll schedule; state law may require immediate pay on termination
COBRA election materials must be provided per plan and federal rules
Respond to state unemployment requests within state-specific deadlines
Retain I-9 per federal rule; see retention guidance
Archive PAF within HRIS within payroll cycle
All PAF fields completed and signed by manager
Final pay calculated and scheduled for processing
IT deactivates accounts and changes credentials
Document and attachments saved in HRIS
Optica used a standardized PAF to centralize terminations and reduce processing discrepancies.
Xerox integrated PAF data into NetSuite for automated final-pay calculations.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |