California Termination Meeting Checklist

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Multi-State
Control #:
US-1144BG
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Word; 
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Description

Terminating an employee is rarely pleasant. However, a properly conducted termination meeting which preserves the employee's dignity can help defuse even the tensest of situations. There are several steps you can take to fulfill your legal obligations to terminated employees and avoid escalating any hostilities over the firing.
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FAQ

Employee termination checklistTalk to the employee. There are many ways an employee can tell you they're quitting.Collect company property.Remove employee access.Pass out paperwork.Have an exit interview.Let people know.Update records.Distribute final paycheck.

How to Ensure Rightful Terminations in CaliforniaBe sure there is a written record of prior discipline.Review the personnel file.Document the termination decision when it is made.Put the real reason for the termination in writing.Do not give too many reasons for a termination.

Consider including the following in your termination meeting:Give an adequate reason for the discharge.Seek out the employee's explanation or interpretation of events.Make it clear that the decision is final.Briefly run through the benefits.Explain your job reference policy.Collect what's yours from the employee.More items...

When going through the termination process with an employee, make sure they are given these required documents:Final paycheck acknowledgment- Signed by the employee.For your benefit (Form 2320)COBRA notice.Health Insurance Premium (HIP) notice.

Even though California is an at-will state, meaning that an employer or employee can be terminated at any time with or without cause at any time and for any lawful reason, with or without advance notice.

Such documents may include, but are not limited to: attendance records, performance reviews, disciplinary records, signed employee acknowledgment of company handbook and other policies, offer letters, employment agreements, restrictive covenants, and incentive compensation plans. Procedures For The Termination Meeting.

An employee termination checklist creates an outline for employee exit processes within your business. The checklist contains information you need to give terminated employees, items you need to retrieve from exiting employees, exit interview information, and more.

In other words, firing is "the final step in a fair and transparent process," as outlined below.Identify and Document the Issues.Coach Employees to Rectify the Issue.Create a Performance Improvement Plan.Terminate the Employee.Have HR Conduct an Exit Interview.

California Requirements No written notice is required if it is a voluntary quit, promotion or demotion, change in work assignment or location (some changes in location require a WARN notice), or if work stopped due to a trade dispute.

Five Things an Employer Should Consider Before Firing an EmployeePotential Issue #1: Is the Termination Justified?Potential Issue #2: Are There Any Employment Contracts?Potential Issue #3: Will the Firing Come as a Surprise to the Employee?Potential Issue #4: Will the Employee Claim the Firing Is Illegal?More items...?

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California Termination Meeting Checklist