Decision Criteria
Define objective grounds and progressive discipline thresholds that justify termination decisions and support documentation.
A documented termination process reduces inconsistent decisions, limits compliance exposures, and creates a coherent record for payroll, benefits, and legal review. It protects employee rights while preserving employer defensibility.
HR, people managers, legal counsel, and payroll administrators reference the HR Fire Procedure when preparing and executing a termination.
Use this procedure as the authoritative checklist to ensure consistent execution and complete recordkeeping for every involuntary separation.
Define objective grounds and progressive discipline thresholds that justify termination decisions and support documentation.
Specify required approvers and their order, with timestamps and reasons for each approval or rejection.
Outline who attends, meeting script points, and protocols for handling employee questions and property retrieval.
Clarify timing, accrued PTO payout, wage deductions, and state-specific final-pay rules where applicable.
Detail COBRA/continuation notice timing, retirement plan contacts, unemployment claim guidance, and benefits termination steps.
Specify what documents to retain, retention periods, and where signed records are stored for compliance and audits.
Use a secure eSignature platform and encrypted storage to capture sign-offs, audit trails, and retention metadata.
Choose tools that preserve a tamper-evident audit trail and meet applicable compliance needs such as HIPAA or state privacy laws when personnel records include protected health information.
| Field | Configuration |
|---|---|
| Approver Sequence | Manager | HR | Legal |
| Authentication | Email link | SMS code optional |
| Retention Tagging | Add metadata: termination type, date |
| Document Types | Separation notice | Release | Final pay record |
Establish MM/DD/YYYY that triggers payroll and benefit end dates.
Pay timing varies by state; follow state wage laws for immediate or next-paycheck rules.
Provide COBRA/continuation and benefits information per plan and federal rules.
Provide required separation information promptly to state workforce agencies.
Retain I-9 for 3 years after hire or 1 year after termination, whichever is later (8 CFR §274a.2).
A manager documents repeated missed targets and counseling sessions
Allegations of serious policy violations trigger an expedited HR investigation
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |