Termination Meeting Standard Operating Procedure

SOP for preparing, conducting, and following up on an employee termination meeting, including HR coordination, documentation, and security actions.

Steps

• Confirm termination authorization
• Coordinate the termination plan with HR, manager, IT, and security
• Prepare the termination documentation packet
• Schedule a private termination meeting
• Verify access revocation timing
• Conduct the termination meeting
• Collect company property and confirm return expectations
• Disable system, badge, and facility access
• Document the meeting outcome and any deviations
• Escalate unresolved issues
• Escalate to HR leadership or legal counsel
• Complete post-termination follow-up