Employee details
Full legal name, employee ID, department, job title, and contact information to ensure correct record matching across HR and payroll systems.
A consistent termination request reduces legal risk, ensures correct final pay and benefit steps, preserves a clear audit trail, and documents management approvals and employee acknowledgments for internal records and regulatory review.
Common users include HR staff, hiring managers, and compliance or legal teams who coordinate the separation process.
The form’s distribution typically reaches payroll, IT, security, and the employee to complete closeout tasks and recordkeeping.
Full legal name, employee ID, department, job title, and contact information to ensure correct record matching across HR and payroll systems.
Effective date, last day of work, whether resignation or involuntary termination, and whether notice was given to establish timing for payroll and benefits.
Standardized reason codes or short narrative to explain cause (e.g., performance, layoff, misconduct) for internal metrics and potential unemployment claims.
Instructions for final paycheck, accrued PTO payout, COBRA or benefits continuation notices, and deductions to coordinate payroll and benefits administration.
List of items to return (keys, badge, laptop), IT access revocation dates, and contact for asset collection to protect company property and data.
Signed approvals from manager and HR plus employee acknowledgment; include date, printed name, and method of execution (wet or electronic signature).
Decide whether to use paper, in-person signing, or an eSignature workflow based on legal requirements and authentication needs.
| Field | Configuration |
|---|---|
| Template | Pre-fill common fields and sections |
| Conditional fields | Show fields only for specific reasons |
| Signer authentication | Email, SMS code, or KBA |
| Audit trail | Enable timestamps and IP logging |
Date entered on the form triggers payroll and benefits actions
State rules vary; many require payment at termination or by next scheduled payday
COBRA and benefits continuation timing varies under federal rules
Retain per federal rule for required period
Employers should respond promptly to state UI requests
Form completed and effective date entered by manager or HR.
Manager and HR sign off on reason and pay instructions.
Payroll processes final pay and benefits notices issued.
IT rescinds access; records stored per retention policy.
Optica moved separations online to reduce paperwork and delays.
Clinical HR needed secure, auditable signatures for sensitive records.
| 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 | Yes, 7-day trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | 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 | Varies | Varies |