Employee details
Full legal name, job title, department, employee ID, and contact information to ensure accurate identity and payroll matching.
A formal termination list reduces legal risk, speeds final pay and benefits processing, and provides an auditable trail for compliance and internal reviews.
Using a centralized list ensures each stakeholder completes their tasks on schedule and leaves an audit trail for future reference.
The HR Manager typically compiles the termination list, confirms separation reason and effective date, authorizes final payments, and owns the retention copy for personnel records and compliance audits.
The Department Head or direct supervisor verifies work handover, confirms return of company property, and signs to attest that duties and access have been addressed.
Full legal name, job title, department, employee ID, and contact information to ensure accurate identity and payroll matching.
Reason for separation, effective termination date (MM/DD/YYYY), and whether the separation is voluntary, involuntary, or a layoff.
Final pay calculation, accrued PTO payout, last paycheck date, benefits end date, and COBRA notice requirements if applicable.
List of items to return (laptop, keys, badge), accounts to disable, and network access revocations with assigned owners and completion dates.
Noncompete/NDAs, notice of rights, unemployment documentation, and any document retention notes relevant to audits or litigation.
Signature blocks for employee (if applicable), HR, manager, and IT plus space for notarization or witness if required.
| Field | Configuration |
|---|---|
| Employee Info | Auto-populate from HRIS |
| Effective Date | Triggers reminders 7 and 1 day prior |
| Device Return | Assign to IT with asset-tag validation |
| Account Deactivation | API call to identity provider on completion |
Use methods that capture signer attribution and timestamps; for regulated data, require authenticated eSigning and encrypted storage.
State law varies; many states require immediate or next scheduled pay period.
W-2 must be provided to employee by January 31 (IRS requirement).
Provide COBRA election notice where applicable within 14 days after qualifying event.
Retain I-9 for 3 years after hire or 1 year after termination, whichever is later (8 CFR §274a.2).
Document benefit end dates to calculate final deductions and notices.
Manager or HR documents intent to separate and sets effective date.
Schedule exit interview, finalize PTO payout estimate, and set device return plan.
Employee access revoked, final payroll processed, and security items collected.
Verify completion of all actions; file termination list in secure records.
| Document Type | Purpose | Primary Use |
|---|---|---|
| Termination List | offboarding checklist | cross-functional task tracking |
| Separation Agreement | legal release | settlement and legal terms |
| Exit Interview Form | feedback capture | hr analytics and retention insights |
| Payroll Adjustment Record | wage recalculation | payroll processing and tax reporting |
| 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) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Optica standardized offboarding with a consolidated list to reduce errors and rework.
Tech Data used a structured termination list and routing to speed reconciliations.