Employee Checklist Termination – Employee Name: Employee Number: Date of Termination: Manager: *List provided are examples and not exhaustive Termination Checklist Actioned by/ Completed Responsibility Required to be completed on receipt of – resignation. Termination Form original to be sent to HR and copy Manager – □ in employee file (ensure annual leave is calculated and (Admin) amended as appropriate) Actions required before or on final day Time Machine System (TMS) if applicable - Manager & □ adjustments brought up to date and submitted to Employee Manager Final expenses submission if applicable Employee □ Tidy up of workspace, pc, locker, etc Employee □ ID returned to Admin Employee □ Locker key returned to Manager/Admin if applicable Employee □ All West Lothian Council property/protective clothing Employee □ returned to Admin if applicable, including mobile phone, laptop, purchase card, swivel token* Notify the Lone worker device, Authorised Customer Manager □ Representative (ACR) centre of employee termination Lone worker device returned to manager Employee □ Actions required after employee has left Use the IT self service portal for items 1-5 via link: Cancel e-mail account Manager □ Cancel internet access e.g. Chris21, PECOS, Manager □ Objective* Cancel all access to IT systems Manager □ Remove from Staff Directory Manager □ Ensure lone working device account is closed for Manager □ the terminated employee with ACR Letter from Senior Manager to thank for long Manager □ service if long serving employee – Cancel entry on Structure Chart/Distribution lists Admin □ TMS leave date to be entered - see administrator Admin □ Signatures Employee: Date: Manager: Date:
Employee Checklist – Termination Employee Name: Employee Number: Date of Termination: Manager: Termination Checklist Actioned by/ Responsibility Completed Required – to be completed on receipt of resignation. Termination Form – original to be sent to HR and copy in employee file (ensure annual leave is calculated and amended as appropriate) Manager (Admin) □ Actions required before or on final day Time Machine System (TMS) if applicable - adjustments brought up to date and submitted to Manager Manager & Employee □ Final expenses submission if applicable Employee □ Tidy up of workspace, pc, locker, etc Employee □ ID returned to Admin Employee □ Locker key returned to Manager/Admin if applicable Employee □ All West Lothian Council property/protective clothing returned to Admin if applicable, including mobile phone, laptop, purchase card, swivel token* Notify the Lone worker device, Authorised Customer Representative (ACR) centre of employee termination Lone worker device returned to manager Employee Manager Employee □ □ □ Actions required after employee has left Use the IT self service portal for items 1-5 via link: Cancel e-mail account Manager □ Cancel internet access e.g. Chris21, PECOS, Objective* Manager □ Cancel all access to IT systems Manager □ Remove from Staff Directory Ensure lone working device account is closed for the terminated employee with ACR Manager Manager □ □ Letter from Senior Manager to thank for long service – if long serving employee Manager □ Cancel entry on Structure Chart/Distribution lists Admin □ TMS leave date to be entered - see administrator Admin □ Signatures Employee: Date: Manager: Date: *List provided are examples and not exhaustive
TerminationChecklist(Employee)1.docx