Spreadsheet: 100567d1298911712-checkboxes-not-working-with-allow-users-to-edit-ranges-employee-termination-form-example-
Sheet: Employee Termination Checklist

 |  | Employee Termination Checklist |  |  |  |  |  |  |  | Business Development | CRC | Deposit Operations | Electronic Banking | Executive | Facilities | Finance | Human Resources | IT | Loans - Lending | Loans - CLA | Loans - Credit | Loans - Servicing | Loans - Documentation
 |  |  |  |  |  |  |  |  |  | Business Banking Officer | Attendant | Deposit Ops Assistant | Electronic Banking Assistant | Executive Assistant | [NAME] | Accounting Assistant | Human Resources Coordinator | Application Support Specialist | AVP, Credit Analyst Officer
 |  |  |  | Employee Name |  |  | Dept |  |  | SVP, Chief Deposit Officer | [NAME] Officer- AVP | Deposit Services Officer - VP | Electronic Banking Officer | Executive Administrator | Operations Manager | Accounting Supervisor | SVP, HR/Training Officer | Assoc. Bus. Analyst Officer | Commerical Loan Officer
 |  |  |  |  |  |  |  |  |  |  | Customer Response Rep | Deposit Ops Officer | Proof Operator | Executive VP CFO COO |  | AVP, Asst. Controller Officer |  | IT Operations Officer | Commerical Loan Officer - SVP
 |  |  |  | Job Title |  |  | Supervisor |  |  |  |  | Statement Rendering Clerk |  | President & CEO |  | Controller - Vice President |  | IT Support Specialists | Commerical Loan Officer -VP
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Financial Reporting Officer |  | Sr. Operations Officer, SVP | Construction Lending - VP
 | This document will be filled out by HR and then submitted to the departments below for processing. |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Sr. Account/Financial Analyst |  | IT, Project Manager | Credit Analyst
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | EVP, Director Lending&Credit
 | #N/A | HR Department |  |  |  |  | Completed by & Date: |  |  |  |  |  |  |  |  |  |  |  | [NAME]
 |  |  |  | #N/A | Terminate ADP Record |  |  |  |  |  |  |  |  |  |  |  |  |  | Loan Admin Coordinator
 |  |  |  | #N/A | Send [NAME] to Centrix personnel |  |  |  |  |  |  |  |  |  |  |  |  |  | [NAME] Officer
 |  |  |  | #N/A | Provide benefit deduction to Payroll (Finance)
 |  |  |  |  | Reason for Termination: |  |  |  |  |  |  |  |  |  |  |  |  |  | Loan Documentation Asst
 |  |  |  |  | Vacation Payout: |  |  |  |  |  |  |  |  |  |  |  |  |  | Loan Documentation Coordinator
 |  |  |  |  | Last Day Worked: |  |  |  |  |  |  |  |  |  |  |  |  |  | Loan Documentation Supervisor
 |  |  |  |  | Pay in lieu of notice: |  |  |  |  |  |  |  |  |  |  |  |  |  | Senior Credit Analyst
 |  |  |  |  | Benefit End Date: |  |  |  |  |  |  |  |  |  |  |  |  |  | Senior [NAME]
 |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Senior Loan Servicing Coordinator
 | #N/A | IT Department |  |  |  |  | Completed by & Date: |  |  |  |  |  |  |  |  |  |  |  | SVP, Chief Lending Officer
 |  |  | Remove system access |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | SVP, [NAME]
 |  |  |  | #N/A | 4Sight |  | #N/A | Signature Card Scan |  |  |  |  |  |  |  |  |  |  | [NAME] Officer
 |  |  |  | #N/A | Silverlake - JHA |  | #N/A | [NAME] |  |  |  |  |  |  |  |  |  |  | Loan Documentation Asst
 |  |  |  | #N/A | Creditron (Lockbox) |  | #N/A | Web Inquire (Lockbox) |  |  |  |  |  |  |  |  |  |  | Loan Documentation Coordinator
 |  |  |  | #N/A | CSI |  | #N/A | [NAME] |  |  |  |  |  |  |  |  |  |  | Loan Documentation Supervisor
 |  |  |  | #N/A | Fixed Assets |  | #N/A | ProfitStars - Remote Deposit Capture |  |  |  |  |  |  |  |  |  |  | Senior Credit Analyst
 |  |  |  | #N/A | Help Desk Software |  | #N/A | Remote Access |  |  |  |  |  |  |  |  |  |  | Senior [NAME]
 |  |  |  | #N/A | Image gfi drive (Lockbox) |  | #N/A | JHA Portal Access |  |  |  |  |  |  |  |  |  |  | Senior Loan Servicing Coordinator
 |  |  |  | #N/A | IMI (FS Pro) |  | #N/A | Vertex |  |  |  |  |  |  |  |  |  |  | SVP, Chief Lending Officer
 |  |  |  | #N/A | LaserPro |  | #N/A | In-Touch (JHA) |  |  |  |  |  |  |  |  |  |  | SVP, [NAME]
 |  |  |  | #N/A | Microsoft Access (Lockbox) |  | #N/A | CDARS
 |  |  |  | #N/A | MMS32 (Temp checks) |  | #N/A | Streamline
 |  |  |  | #N/A | Network Login |  | #N/A | E-Mail Encryption
 |  |  |  | #N/A | SafeBoot |  | #N/A | Sendero
 |  |  | Restore phone system defaults
 |  |  |  | #N/A | Reset DID |  | #N/A | Net phones
 |  |  |  | #N/A | ACD - Log In/Out & Display |  | #N/A | Reset voicemail box
 |  |  |  | #N/A | Return headset to supervisor
 |  |  | Verify items have been returned
 |  |  |  | #N/A | Bank PDA - IT |  | #N/A | Thumb Drives - IT
 |  |  |  | #N/A | Laptop - IT |  | #N/A | Special equipment/ERGO items - Facilities/IT
 | #N/A | Risk Department |  |  |  |  | Completed by & Date:
 |  |  |  | #N/A | Alarm Code |  | #N/A | FOB Access
 |  |  |  | #N/A | [NAME] |  | #N/A | Update Emergency Contact information (i.e. Police, Central Alarm)
 |  |  |  | #N/A | FOB - Risk
 | #N/A | Finance Department |  |  |  |  | Completed by & Date:
 |  |  | Actions to be taken
 |  |  |  | #N/A | Provide benefit deductions to HR |  | #N/A | Deactivate automatic employee reimbursements
 |  |  | Verify items have been returned
 |  |  |  | #N/A | [NAME] (hourly employees) - Finance
 | #N/A | CRC Department |  |  |  |  | Completed by & Date:
 |  |  |  | #N/A | BVS |  | #N/A | JHA Support Case Authorization
 |  |  |  | #N/A | Remove DID from listing |  | #N/A | Remove from phone listing
 |  |  |  | #N/A | Remove employee from listing |  | #N/A | Change account(s) to non-employee
 |  |  |  | #N/A | Combinations (Retail only)
 | #N/A | Facilities Department |  |  |  |  | Completed by & Date:
 |  |  | Actions to be taken
 |  |  |  | #N/A | Supply access
 |  |  | Verify items have been returned
 |  |  |  | #N/A | All keys assigned - Facilities |  | #N/A | Nameplate - Facilities
 |  |  |  | #N/A | Parking pass - Facilities |  | #N/A | FED wire token - Facilities
 |  |  |  | #N/A | Bank Debit Card - Finance |  | #N/A | BCP Copy