Employee Termination Checklist Compliance Survey

Thanks for completing this post-termination checklist review. It covers one specific employee separation you were involved in and takes about 5 minutes. Your responses are completely confidential and anonymized. Honest answers help us close process gaps quickly.

What type of separation does this review relate to?

• Voluntary resignation
• Involuntary termination for performance
• Involuntary termination for conduct
• Layoff or reduction in force
• Other

For this separation, how was each of the following steps handled?

Was the termination meeting conducted with at least two authorized representatives present (e.g., manager and HR)?

• Yes
• No
• Unsure / don't know

Overall, how smoothly did this termination process go from notification through final sign-off?

Before this termination happened, how prepared did you feel to handle it (paperwork, timing, logistics)?

Which of the following created friction or delays during this specific process? Select all that apply.

• IT access revocation
• Payroll or final pay calculation
• Legal or compliance review
• Manager availability or coordination
• Employee's reaction or dispute
• Missing or incomplete documentation
• None of the above

Reconstruct the single most difficult moment in this termination — what step it involved, who was responsible, and what specifically went wrong or took longer than it should have. Anchor on any checklist item marked 'completed but late' or 'not completed' and ask what would have prevented that. If the respondent says everything went smoothly, ask what made this one easier than a typical separation, so that practice can be repeated elsewhere.

Is there anything about this specific separation that HR or legal should be aware of (e.g., disputes, safety concerns, rehire eligibility, unusual circumstances)?

What is your role in this process?

• HR business partner / HR generalist
• Direct manager of the departing employee
• Senior leadership
• IT or Facilities support
• Other
• Prefer not to say

Which department was the departing employee part of?

• Sales
• Marketing
• Engineering / IT
• Operations
• Finance
• Human Resources
• Customer Support
• Other
• Prefer not to say

That's everything — thank you for the detailed review. These answers feed into a compliance summary and a running list of process fixes so future terminations go more smoothly.