Joining & leaving checklists

First conversation · Keep the facts

Ask for a copy and time to review any agreement; cooling-off rights vary.Lawfully preserve your own pay, hours and performance records, without trade secrets or others’ data.Request the written reason, effective date and any rehire policy explanation.

Settlement · Reconcile each item

Check statutory pay, accrued leave, unpaid wages, commissions and bonuses separately.Confirm the local final-pay deadline and request an itemised statement.

Before signing · Check conditions

Separate earned wages and statutory items from extra payments conditional on signing.Check whether the leave balance is accrued by departure or includes future entitlement.Request the agreement and calculation for each training, equipment or benefit deduction.Get a copy of release clauses and seek appropriate advice; employer and legal deadlines may differ.Discuss a proposed settlement or withdrawal with the agency already handling your complaint.In Canada, check ROE and EI steps separately from the severance negotiation.

Handover · Keep receipts

List work and access handovers and ask the recipient to confirm receipt.Get a dated receipt when returning employer equipment.Request local separation and tax documents: CN certificate, UK P45 or CA ROE where applicable.

Joining & leaving checklists

Week 1 · Documents & benefits

Day 30 · Written goals

Day 60 · Progress review

Day 90 · Confirmation

First conversation · Keep the facts

Settlement · Reconcile each item

Before signing · Check conditions

Handover · Keep receipts

Before relying on a result