Employee Offboarding
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Employee Termination Required Documents
2
Document
Description
Actions
Notes
Voluntary
Involuntary
1
Reminder of the employee’s responsibility under the Company’s CIIAA Form
Employee signs
Required
2
California-only required form noting the change in employment relationship
CEO/HR signs
Required - if employee is in CA
3
Employee acknowledgement that they have received their final paycheck and are not owed additional wages
Employee signs
Recommended if using a live check
4
Letter issued when Company is repurchasing unvested shares from employee; accompanied by a check for the employee for the purchase amount of unvested shares.
CEO signs
Required - if employee was issued RSA’s
5
California-only required form describing additional benefits offered by the state that the employee may be eligible for
Employee reviews
Required - if employee is in CA
6
General FAQs employees may have when leaving the Company
Employee reviews
Strongly recommended
7
COBRA Packet
Benefits enrollment packet which employee may use to elect coverage to continue under Company’s plans at a cost to the employee. This is provided by the Benefits Carriers, often via the Benefits Broker.
Employee reviews
Required
8
Typically employees departing voluntarily can receive their paycheck via direct deposit. If for some reason the paycheck is issued via live check, use this form to get acknowledgement from the employee.
Employee signs
Recommended if using a live check
9
Information for the employee on unemployment benefits
Employee reviews
Required in CA, and many other states
10
Separation Agreement and Release
A S&R sets out the specific terms for an employee’s separation, and typically includes an employee’s release of claims against the company in exchange for the payment of money to the employee by the company.
Employee reviews and signs
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Termination Resources
2
Document
Voluntary
Involuntary

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