Employee Offboarding Checklist & Termination Letter Template, Exit Interview Template, Final Paycheck Tracker, HR Form | Excel Google Sheets

Seller's description

Handle every resignation, firing or layoff the same careful way. Know when the final paycheck is legally due, when the COBRA notice goes out, what still needs doing, and what to say and put in writing. For owners and managers of small US teams with no HR department: cafes, restaurants, shops, salons, crews and offices. Works in Excel, Google Sheets, Word and Google Docs.

WHAT'S INCLUDED
1. Employee Separation & Offboarding Tracker workbook (Excel + Google Sheets), 9 tabs:
- Start Here: setup steps in plain English.
- Setup: pay frequency and paydays, COBRA questions, up to 10 final pay rules (California and Texas filled in from the official state pages, plus an example to edit), separation types, reasons, departments and paid holidays. Official sources listed.
- Separations (100 people): type, notice date, last day, pay rule, reason, regretted loss, rehire eligibility. The final pay due date and status (Due in N days, OVERDUE, Paid on time, Paid late) are calculated for you, along with the COBRA notice date and status, task and property counts, and a Check column.
- Task List: 24 offboarding steps you can edit (up to 30), each with who does it, when (days before or after the last day), and whether it applies to people who quit, people let go, or everyone.
- Checklist: each person against each task. Red = overdue, amber = due soon, grey = not needed for this person.
- Equipment & Access (400 lines): keys, laptops, cards and logins with their value and whether they came back or were turned off.
- Final Pay: estimate of regular, overtime, other pay and PTO payout (only when your rule says so). Salaries are converted to hourly for you.
- Exit Interviews: the same 8 questions as the form, scored 1 to 5, plus reason, would-recommend and would-come-back.
- Dashboard: leavers, voluntary vs involuntary, regretted losses, turnover rate, tenure, final pay and COBRA deadlines, overdue tasks, property still out, reasons, departments and exit interview averages.
2. Five editable documents (Word + Google Docs): Separation Checklist & Manager Guide (pre-termination review, meeting script, what not to say, final pay, COBRA, WARN, records, references); Resignation Acceptance Letter; Termination Letter (firing and layoff versions); Exit Interview Form; Property Return & Final Acknowledgment.
3. Start Here PDF with 6 Google copy links.

WHY IT'S DIFFERENT
- It works out the final paycheck deadline from your rule: fired or quit, notice given, calendar or business days, next payday, or the earlier or later of the two, skipping your holidays. Most offboarding templates give you a list of state rules and leave the dates to you.
- COBRA notice dates follow the federal timeline and switch off when COBRA doesn't apply or the person wasn't on your plan.
- A checklist that knows who each task applies to and flags what's overdue.
- Keys, laptops and logins tracked with their value. Nothing is ever deducted automatically.
- Exit interviews you can learn from: the same questions on paper and in the workbook, with averages and reasons on the Dashboard.
- The letters, forms and guide match the workbook, and every legal fact links to an official DOL, EEOC, USCIS or state page.

TESTED
22 automated tests check every calculation against an independent model over 3 rounds. They include hand-worked deadlines for each rule type, weekly, twice-monthly and monthly payroll, a full file of 100 separations, 400 equipment lines and 100 interviews, and random setups. Google Sheets matched the Excel/LibreOffice values cell by cell (2,605 cells, 0 differences), and every line of the 5 documents came through in Google Docs.

HOW TO GET IT
1. After you buy, go to your Etsy account > Purchases and download the zip. Etsy also emails you a link.
2. Open Employee-Separation-START-HERE.pdf. Click each link and choose "Make a copy" for Google, or open the .xlsx and .docx files in Excel and Word.
3. Look at the sample, clear it, enter your state's final pay rule and add each person who leaves.

GOOD TO KNOW, PLEASE READ
- These are templates and tracking tools, not legal advice. Final pay, PTO payout and continuation-coverage rules vary by state and change. Check your own state's rule (links included) and talk to an employment lawyer for anything risky.
- A release or severance agreement is not included on purpose, because valid waivers have strict legal requirements. The guide explains why.
- For US employers. No 50-state table: you enter the rule for your state, which keeps the file from going out of date.
- It's a spreadsheet, so there are no e-signatures, reminders or payroll integration.
- Compatible with Google Sheets and Docs (free Google account), Excel and Word 2010 or newer on Windows or Mac, and LibreOffice. Not designed for Apple Numbers or Pages.
- This is a digital download. Nothing physical will be shipped. Because it's a digital file, returns aren't accepted. If something isn't working, send me a message and I'll help.
- For your own business use. Please don't resell or share the files or links.

HOW THIS WAS MADE
I designed this kit with help from AI tools, which assisted with the formulas, layout, wording and sample data. I chose the features after comparing the offboarding checklists, termination bundles and trackers already available and what they leave out. I checked the legal facts against official government pages, tested every calculation against an independent check (22 tests), and reviewed the documents before listing.