Employee Termination

Employee termination handled without a structured process creates gaps that carry real risk. Equipment goes unreturned because nobody tracked what was issued. System access stays active because IT wasn't notified in time. Exit tasks are completed inconsistently because each departure is managed differently by whoever happens to be handling it. And when an audit or a dispute requires evidence of what was done and when, the paper trail is incomplete.

The Employee Termination template for SharePoint, built with Infowise Ultimate Forms, creates a structured termination record for each departing employee — with an automatically generated task checklist covering equipment returns and exit tasks — so every offboarding follows the same documented process.

How it works

The termination form

HR or a manager initiates the process by creating a termination record for the departing employee. The form captures the relevant details of the departure and serves as the central record for the entire offboarding process — from the initial form submission through to the completion of all exit tasks.

Automatically generated checklists

When a termination record is created, the system automatically generates checklists for equipment to be returned and exit tasks to be completed. These checklists are linked directly to the termination record and visible within the form, giving everyone involved a clear, itemized view of what needs to happen before the employee's departure is fully processed.

Task management within the form

Tasks on the checklist can be marked as completed, added, or modified directly from within the termination form. There is no need to switch between systems or maintain a separate task list. As tasks are completed and checked off, the record reflects the current state of the offboarding process in real time — giving HR and management immediate visibility into what has been done and what is still outstanding.

A complete offboarding record

Every termination record, including the full checklist history and task completion status, is stored in SharePoint. This creates a documented, auditable record of the entire offboarding process for every employee — available to authorized staff without needing to reconstruct events from email threads or verbal accounts.

What you get

• A structured termination form capturing departure details and serving as the central offboarding record
• Automatically generated checklists for equipment returns and exit tasks, linked to each termination record
• Task management directly within the form — mark complete, add, or modify tasks without leaving the record
• Real-time visibility into task completion status for HR and management
• A complete, auditable offboarding record for every departing employee stored in SharePoint
• Fully configurable checklist items and form columns to match your organization's offboarding requirements
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Employee Termination system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All termination records and checklist data stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.