Exit checklist 2026

1. Click ‘Get Form’ to open the exit checklist in the editor.
2. Begin by reviewing the resignation letter section. Ensure that it is filed correctly in the personnel file for record-keeping.
3. Next, fill out the final time ticket. This is crucial for accurate payroll processing.
4. Make sure to collect and document the return of door keys and desk keys. This helps maintain security.
5. Complete any necessary forms related to 401k distribution, COBRA, and long-term care continuation. These are essential for benefits management.
6. If applicable, ensure that the final paycheck details are noted and processed.
7. Conduct an exit interview if required, documenting feedback for future improvements.
8. Supervise the employee's pack-up and exit process to ensure a smooth transition.
9. Delete the employee from all network access, voicemail systems, and distribution lists to protect company information.
10. Discuss with account executives how to manage incoming phone calls post-departure.
11. Finally, remove the employee's information from the company website as part of their exit process.

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