Manager's Pre-Dismissal Checklist 2026

1. Click ‘Get Form’ to open the Manager's Pre-Dismissal Checklist in the editor.
2. Begin by entering the employee's name and the date of termination in the designated fields at the top of the form.
3. Proceed to check off each item listed under 'You must collect the following items' as you gather them from the employee. This includes keys, company vehicles, credit cards, and equipment.
4. Ensure that all necessary forms such as COBRA election forms, 401K election forms, and profit-sharing election forms are signed and returned. Mark these as completed in your checklist.
5. Inventory company documents and files, as well as desk and working premises. Document any discrepancies if necessary.
6. Notify Personnel and Payroll Departments about the termination and ensure that final expense reports are approved and checks prepared.
7. Conduct an exit interview with the employee before finalizing their departure. Make sure to give them their final payroll and expense checks.
8. Finally, sign and date the checklist to confirm that all duties have been completed satisfactorily.

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