How to manage leaving your job checklist By CliveBoddington

 

When it comes to leaving job you will doubtless be filled with anticipation and fear, even though leaving may be a relief and even if you are leaving your job after a short time. There are, however, certain steps you should follow to avoid any legal issues. You want to start your new job on a happy note and not have any unresolved issues lingering from your previous job. Our step-by-step guide on How to resign from your job will make this process much easier.

 

Ideally you should not be leaving your job without another job already in the pipeline. Being out of work can make you regret leaving your job regardless of how unhappy you were there. Once you have secured a new job, you need to tell your boss that you are leaving and then hand in a formal letter or send an email stating that you are leaving your job. This is your notice of resignation and it must include that you are leaving, why you are leaving, and the date that you are leaving. There are plenty of samples of letters for leaving your job, which can be found online.

 

You will probably have to work out your notice before leaving the job, but some companies will allow employees to use up their leave instead of being paid out, so that they do not need to work out their notice period. If you have been fired your boss may insist on you leaving your job without the notice period.

 

It is important that you return any property issued to you during your employment including keys, access tags, computers, cell phones and so on. Ask for a letter of reference before leaving your job, and be sure to send a thank you letter to your boss for the opportunity of working with him/her before leaving your job. You want to leave behind a good impression. You may want to throw a party for the office where you can present a speech about why you are leaving your job. This will also help towards not leaving a job on bad terms with your employer or colleagues.

 

You are sure to have good reasons for leaving the job so focus on the positive. Thank people for their messages and good wishes when you tell them you are leaving your job and share contact details so that you can keep in touch. Above all, ensure that as well as leaving job you leave a good impression.

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Add a categoryHow to manage leaving your job checklist    
Collapse <table width=513 border='0' cellspacing='0' cellpadding='0'><tr><td style='width:54px' style='height:25px'><a href='javascript:FlipTab("C403")' title='View how to' ><img border=0 style='cursor:pointer;' id='question_403' src='images/community/checklists/q-grey.gif' width='17' height='17' title='Context: Whether you have resigned or are have been made redundant it's essential that both you and your employer are compliant with both any statuary and company specific requirements.
Objective: To ensure that your rights are upheld and that both parties are compliant to company policy
Difficulty: Medium
Considerations: Statutory requirements. Company policy. Employment contract terms.
Common Pitfalls: Assuming that your employer is compliant and not checking your rights / their compliance
Other Sources of Info:
http://www.businessquestionsanswered.co.uk/employmentppc?gclid=CKLh0pyO658CFZdi4wodkVZ_Xw
http://www.worksmart.org.uk/rights/losing_your_job
http://en.wikipedia.org/wiki/Termination_of_employment' /></a><a href='#' onclick="saveasown();" title='Add'><img border=0 style='cursor:pointer;' id='add_403' src='images/community/checklists/plus-brown.gif' width='18' height='17' /></a><a href='#' onclick="saveasown();" title='Delete'><img border=0 style='cursor:pointer;' id='delete_403' src='images/community/checklists/minus-brown.gif' width='18' height='17' /></a></td><td colspan='2'><a name="Cc403" id="Cc403" ></a><a href='javascript:FlipTab("C403")' title='Check Compliance of all parties' style='cursor:pointer;'><span class='checklistSubheading'>Check Compliance of all parties</span></a></td></tr></table>
Check Compliance of all parties
Check your entitlements / rights e.g. redundancy
Check employers statutory compliance
Check employers corporate compliance
Check your compliance to your employment contract
Speak to HR about your rights and compliance
Speak to HR about outplacement services / support
Obtain records of any injuries and incidents
Calculate outstanding Annual Leave entitlement
Calculate any liabilities owed e.g. car or travel loan
Submit final expenses claim
Collapse <table width=513 border='0' cellspacing='0' cellpadding='0'><tr><td style='width:54px' style='height:25px'><a href='javascript:FlipTab("C404")' title='View how to' ><img border=0 style='cursor:pointer;' id='question_404' src='images/community/checklists/q-grey.gif' width='17' height='17' title='Context: Once you know that you're leaving the next step is to ensure that the handover is smoothly executed
Objective: To hand over activities, actions and tasks to nominated individuals in a coordinated manner
Difficulty: Medium
Considerations: It's key to consider the wide range of items to be handed over: documents, files, processes, contacts, tasks, outstanding actions etc
Common Pitfalls: Not getting the handover signed-off leading to disagreements later
Other Sources of Info: None noted' /></a><a href='#' onclick="saveasown();" title='Add'><img border=0 style='cursor:pointer;' id='add_404' src='images/community/checklists/plus-brown.gif' width='18' height='17' /></a><a href='#' onclick="saveasown();" title='Delete'><img border=0 style='cursor:pointer;' id='delete_404' src='images/community/checklists/minus-brown.gif' width='18' height='17' /></a></td><td colspan='2'><a name="Cc404" id="Cc404" ></a><a href='javascript:FlipTab("C404")' title='Undertake handover responsibilities' style='cursor:pointer;'><span class='checklistSubheading'>Undertake handover responsibilities</span></a></td></tr></table>
Undertake handover responsibilities
Establish outstanding work / tasks to complete
Establish items to be handed over
Establish individuals to hand over tasks to
Establish alternative contact for e-mail / voicemail notifications
Document handover items / actions
Clear draws and storage
File items in correct locations
Delete / destroy unneeded items (files, e-mails, papers)
Remove any personal files from you computer
Hanover files and documents
Undertake handover sessions
Take note or work achievements and statistics
Obtain handover sign-off
Prepare for exit interview
Collapse <table width=513 border='0' cellspacing='0' cellpadding='0'><tr><td style='width:54px' style='height:25px'><a href='javascript:FlipTab("C405")' title='View how to' ><img border=0 style='cursor:pointer;' id='question_405' src='images/community/checklists/q-grey.gif' width='17' height='17' title='Context: Never go quietly and never 'burn any bridges' as you may need those contacts some time in the future
Objective: To run your leaving into an opportunity to network and fun opportunity
Difficulty: Low
Considerations: Make sure you get contact details and create social media links. Making a fool of yourself at your leaving party!
Common Pitfalls: Just focusing on the leaving drinks / party and not establishing the business connections you may need in the future
Other Sources of Info: 
http://www.linkedin.com/home?trk=hb_home Business Focussed Social Media site' /></a><a href='#' onclick="saveasown();" title='Add'><img border=0 style='cursor:pointer;' id='add_405' src='images/community/checklists/plus-brown.gif' width='18' height='17' /></a><a href='#' onclick="saveasown();" title='Delete'><img border=0 style='cursor:pointer;' id='delete_405' src='images/community/checklists/minus-brown.gif' width='18' height='17' /></a></td><td colspan='2'><a name="Cc405" id="Cc405" ></a><a href='javascript:FlipTab("C405")' title='Undertake leaving communications activities' style='cursor:pointer;'><span class='checklistSubheading'>Undertake leaving communications activities</span></a></td></tr></table>
Undertake leaving communications activities
Verbally tell colleagues you are leaving
Send e-mail leaving communication
Organise leaving event
Collect contact details of colleagues
Link to colleagues via social media sites
Provide colleagues with your contact details
Obtain references and testimonials
Inform company pension scheme of your leaving
Organise leaving event
Attend leaving event
Collapse <table width=513 border='0' cellspacing='0' cellpadding='0'><tr><td style='width:54px' style='height:25px'><a href='javascript:FlipTab("C406")' title='View how to' ><img border=0 style='cursor:pointer;' id='question_406' src='images/community/checklists/q-grey.gif' width='17' height='17' title='Context: Most jobs entail having access to IT & Communications; all these need to be closed upon your leaving
Objective: To comply with company policy / process re terminating / hand-back of IS services and kit
Difficulty: Low
Considerations: Hardware, Software, Telecoms
Common Pitfalls: Forgetting to replace company provided IT services at your home e.g. internet / phone
Other Sources of Info: None noted' /></a><a href='#' onclick="saveasown();" title='Add'><img border=0 style='cursor:pointer;' id='add_406' src='images/community/checklists/plus-brown.gif' width='18' height='17' /></a><a href='#' onclick="saveasown();" title='Delete'><img border=0 style='cursor:pointer;' id='delete_406' src='images/community/checklists/minus-brown.gif' width='18' height='17' /></a></td><td colspan='2'><a name="Cc406" id="Cc406" ></a><a href='javascript:FlipTab("C406")' title='Terminate IT / IS Services' style='cursor:pointer;'><span class='checklistSubheading'>Terminate IT / IS Services</span></a></td></tr></table>
Terminate IT / IS Services
Inform IT of leaving date
Return all IT equipment (laptop, phone, printer etc)
Inform mail group owners that you are leaving
Collapse <table width=513 border='0' cellspacing='0' cellpadding='0'><tr><td style='width:54px' style='height:25px'><a href='javascript:FlipTab("C407")' title='View how to' ><img border=0 style='cursor:pointer;' id='question_407' src='images/community/checklists/q-grey.gif' width='17' height='17' title='Context: The final day has come, but there are still several things to do before you say goodbye!
Objective: To undertake the final exit activities, ensuring you leave a good impression....
Difficulty: Medium
Considerations: Making sure that you leave a good impression
Common Pitfalls: Rushing to get out of the door
Other Sources of Info: None noted' /></a><a href='#' onclick="saveasown();" title='Add'><img border=0 style='cursor:pointer;' id='add_407' src='images/community/checklists/plus-brown.gif' width='18' height='17' /></a><a href='#' onclick="saveasown();" title='Delete'><img border=0 style='cursor:pointer;' id='delete_407' src='images/community/checklists/minus-brown.gif' width='18' height='17' /></a></td><td colspan='2'><a name="Cc407" id="Cc407" ></a><a href='javascript:FlipTab("C407")' title='Undertake final leaving activities' style='cursor:pointer;'><span class='checklistSubheading'>Undertake final leaving activities</span></a></td></tr></table>
Undertake final leaving activities
Undertake exit interview
Provide employer with an up to date forwarding address
Collect your personnel file
Sign any required exit documentation
Pack up belongings and take home
Return ID pass
Return any other company assets
Update CV and cover letter
Check final pay is correct
Obtain final payroll documentation

To use this checklist (where you can add, delete or change task descriptions, set task due dates, assign task owners and manage task status') you need to login to the right or click this link to register. Registering also allows you to create your own checklists, join communities, manage your ad-hoc and recurring tasks all via a 'YourHome' page.

Send to a friend      Print this CheckList


Some Great Relevant Offers


Suggest a How To


Check Compliance of all parties

Context: Whether you have resigned or are have been made redundant it's essential that both you and your employer are compliant with both any statuary and company specific requirements.
Objective: To ensure that your rights are upheld and that both parties are compliant to company policy
Difficulty: Medium
Considerations: Statutory requirements. Company policy. Employment contract terms.
Common Pitfalls: Assuming that your employer is compliant and not checking your rights / their compliance
Other Sources of Info:
http://www.businessquestionsanswered.co.uk/employmentppc?gclid=CKLh0pyO658CFZdi4wodkVZ_Xw
http://www.worksmart.org.uk/rights/losing_your_job
http://en.wikipedia.org/wiki/Termination_of_employment
Back to Top | Back to Checklist

Undertake handover responsibilities

Context: Once you know that you're leaving the next step is to ensure that the handover is smoothly executed
Objective: To hand over activities, actions and tasks to nominated individuals in a coordinated manner
Difficulty: Medium
Considerations: It's key to consider the wide range of items to be handed over: documents, files, processes, contacts, tasks, outstanding actions etc
Common Pitfalls: Not getting the handover signed-off leading to disagreements later
Other Sources of Info: None noted
Back to Top | Back to Checklist

Undertake leaving communications activities

Context: Never go quietly and never 'burn any bridges' as you may need those contacts some time in the future
Objective: To run your leaving into an opportunity to network and fun opportunity
Difficulty: Low
Considerations: Make sure you get contact details and create social media links. Making a fool of yourself at your leaving party!
Common Pitfalls: Just focusing on the leaving drinks / party and not establishing the business connections you may need in the future
Other Sources of Info:
http://www.linkedin.com/home?trk=hb_home Business Focussed Social Media site
Back to Top | Back to Checklist

Terminate IT / IS Services

Context: Most jobs entail having access to IT & Communications; all these need to be closed upon your leaving
Objective: To comply with company policy / process re terminating / hand-back of IS services and kit
Difficulty: Low
Considerations: Hardware, Software, Telecoms
Common Pitfalls: Forgetting to replace company provided IT services at your home e.g. internet / phone
Other Sources of Info: None noted
Back to Top | Back to Checklist

Undertake final leaving activities

Context: The final day has come, but there are still several things to do before you say goodbye!
Objective: To undertake the final exit activities, ensuring you leave a good impression....
Difficulty: Medium
Considerations: Making sure that you leave a good impression
Common Pitfalls: Rushing to get out of the door
Other Sources of Info: None noted
Back to Top | Back to Checklist


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