CXO

Download our Employee Separation Checklist

How does your IT support staff handle an employee separation? Do they have a standard procedure in place? Our Employee Separation Checklist can help your IT support staff deal with the frequent turnover in today's corporate environment.


Turnover is a constant part of corporate life, and IT departments must be prepared to handle the flow of employees through the organization. Help desks and network administrators must take an active part in the separation process, before, during, and after the event. To improve communication and documentation of this process, TechRepublic has created an Employee Separation Checklist for managers and IT departments.

A familiar situation
A friend recently came to me with a situation that started me thinking about this issue. She works for a growing technology company with about 250 employees. An individual that reported to her had just left, and she needed something from this employee’s computer. Unfortunately, neither she nor anyone else in the department knew the employee’s password. To make things worse, there was no system in place to inform IT that the employee had ever left. To resolve this issue, my friend e-mailed IT support about the situation, and they solved the problem. However, several hours of confusion and frustration could have been avoided by having a standard procedure in place for employee separations.

Create a standard procedure
During an employee separation, it’s important that everyone involved communicate accurately and effectively. The process begins with a manager contacting IT support either prior to or immediately after an employee’s departure. The IT department can then take action to revoke the departing worker’s network access, redistribute their computer, and collect any portable devices such as PDAs and LCD projectors. To facilitate this process, IT support should have a form that managers complete when an employee leaves the company.

Form layout
The TechRepublic Employee Separation Checklist allows IT departments to collect valuable information such as:
  • Employee Information (name, phone number, location, manager, and so on).
  • Separation Status (voluntary, involuntary, date to revoke access, and so on).
  • Network Access (network, mainframe, e-mail, and so on).
  • Equipment (desktop, laptop, PDA, and so on).

The form’s final section also allows IT support to track which administrator removes the employee’s security access and which technician collects or redistributes the equipment.

The TechRepublic Employee Separation Checklist


Download the TechRepublic Employee Separation Checklist
You can download our sample checklist by following this link or by clicking on the Downloads link in the navigation bar on the top of this page. TechRepublic has many useful documents, templates, and applications available for download, so be sure to check out our other offerings.

The TechRepublic Employee Separation Checklist is an Adobe PDF file, and you'll need the Adobe Acrobat Reader to open the document. You can download the Abobe Acrobat Reader here.
Tell us what you think about this download. We'd like to hear your comments and suggestions, so send us an e-mail.

About Bill Detwiler

Bill Detwiler is Managing Editor of TechRepublic and Tech Pro Research and the host of Cracking Open, CNET and TechRepublic's popular online show. Prior to joining TechRepublic in 2000, Bill was an IT manager, database administrator, and desktop supp...

Editor's Picks