Retrenchment checklist for employees
Due to the COVID-19 pandemic many businesses are struggling to survive and are retrenching employees. Often employees do not know what they need to do before exiting the organisation. Here is a 17 point checklist to make sure that when you leave the organisation that all goes smoothly, and with minimal stress.
Employee checklist for retrenchment (less than 50 employees) | YES | NO |
1. Have I received my Notice of Termination letter and/or Retrenchment Agreement with my retrenchment calculation? | ||
2. Have I submitted the signed Retrenchment Agreement to Management? | ||
3. Do I need to raise any concerns or questions with management? | ||
4. Have I approached a tax professional for advice on my package? | ||
5. Have I received the copy of the Tax Directive from payroll? | ||
6. Have I updated my personal email address with payroll and management for the next IRP5 to be sent to me? | ||
7. Do I need to ask payroll for copies of previous salary slips (often needed by banks or new employers)? | ||
8. Have I received the UI19 UIF form from payroll so that I can claim UIF? | ||
9. Have I received a Certificate of Service (will help future employers to do reference checks on you, confirms employment with previous company)? This is a regulatory requirement and is mandatory. | ||
10. Do I need a letter of recommendation from management (work reference for job hunting)? | ||
11. Do I need the company to sign forms if I decide to use an Independent UIF agent or have I registered on the Dept of Labour website for UIF? www.labour.gov.za | ||
12. Have I cleaned out my desk and handed in company equipment or access cards? | ||
13. Have I done a thorough handover to management or appointed person? | ||
14. Have I supplied all passwords to management or appointed person? | ||
15. Have I put the “out of office” autoreply and forwarded my phone to someone else? | ||
16. Use family and friends for support as it is a traumatic event in one’s life. | ||
17. You need to find another job as quickly as possible, so remember to leave on a high note even though you are mad with your ex-employer for retrenching you. Remember work references will be taken from your ex-employer by a prospective new employer. Rather focus your energy on finding a new job and taking good care of yourself. |