Your checklist for when an employee leaves Tō rārangi arowhai ina wehe atu tētahi kaimahi

They should:

• complete any reasonable tasks and handovers
• save important files and emails in a shared drive.

You could:

• assign their ongoing tasks to another person
• conduct an exit interview, to get any final feedback from the employee
• have a farewell morning tea.

You should:

• collect any assets – computer, phone, uniform
• collect their keys and security pass
• set up an auto-forward and out-of-office auto-reply on their emails
• forward their phone calls, and set up an out-of-office message on their voicemail
• remove their access to online systems – for example the finance system and the shared file server.

You could give a reference or offer to act as a referee.

You must calculate their final pay, including holiday leave owed, and pay it. You can do this on their final payday rather than their last day.

You should:

• remove them from email distribution lists and contact lists
• remove their access to IT systems
• give them a statement of employment, if they request it. 

You must:

• update their personnel file with their last day of work, last pay amount and final payout of all holiday pay
• archive their personnel file and records (make sure you keep them for seven years).