Employee Separation Checklist

Employee Separation Checklist
Name*

First NameLast Name
Position /Title*
Primary Office Location*

MississippiSouth CarolinaTexasFloridaMinnesotaFreijeTravelOther
Last Day of Employment*

MonthDayYear
Date
Reason for Leaving Company

TerminatedResignedTransfer to Another JMA Company
Reason for Leaving
If the employee was terminated or abandoned job and HR has not been notified of the event contact them ASAP by Emailing HRTEAM@JeffMartinAuctioneers.com

or Call 601-450-6200
Phone Number Where Staff Member can be Contacted post employment
Please enter a valid phone number.
Primary Company Email
Example john.d@jeffmartinauctioneers.com
Forwarding Address for this employee Company Email
The terminated employee out of office message should be activated with the following message:

{Name of Employee} is no longer an employee at {Name of Company} Please contact us at {company phone number and info@freije or jma}
Information Technology Department
Remove the employee from Conference Calls

Weekly Office Staff CallSet Up Staff CallWeekly Title Department CallWeekly Freije Marketing Team CallMonthly I.T. Update CallMonthly Managers CallGulf South/South Central Sales CallTexas Region Sales CallOhio Valley/Midwest Region Sales CallSoutheast Region Sales CallFlorida Region Sales CallUpper Midwest Region Weekly Sales CallNational Accounts Sales Call
Computer Hardware that needs to be sent to I.T.

LaptopLaptop Docking StationDesk Top ComputerOne MonitorTwo MonitorsMouse /KeyboardDesk PhoneDrivers License ScannerSignature PadOther
Mobile Devices That need to be returned to JMA

IpadIphoneAndroid TabletAndroid PhoneMobile Hot SpotMobile PrintersAll Chargers related to the devices
Who Does the Company Phone need to be forwarded to?

First NameLast Name
Phone Number
Please enter a valid phone number.
Software/Login Deactivation Required

Microsoft OfficeOutlookSnow Login (jma)Proxibid Freije LoginBuyJMA LoginLive ChatSlackSecurity Camera SystemConcurDepartment Specific Software AccessBuilding Security Code DeactivatedProxibid JMA LoginBuy Freije LoginAmazonStaplesDropBoxJotFormFlipsnackFedExGeorge Martin UniversityOther
Accounting Department
Credit Cards that Need to be Returned and Deactivated

Ramp CardAmerican Express Plum CardAmerican Express Gold CardHancock Bank VisaComData CardFlying J/Pilot
Software/Login Deactivation Required

NMI LoginNetSuiteBanking LoginsConcurPayrixDepartment Specific Software AccessRDC LoginOther
Marketing Department
Marketing Materials Returned to Location

JMA Marketing MaterialFreije Marketing MaterialBusiness CardsOther
Remove From Advertising and Websites

JMA WebsiteFreije WebsitePublicationsEmail AdvertisingLong Term Advertisments
Marketing Platform Logins

Facebook/Instagram/MetaGoogleTikTokTwitter/XFlipsnackOther
Sales Department
Software/Login Deactivation Required

Smart SheetsEDARig DigOther
Operations Department
Did this employee have a company vehicle

YesNo
Vehicle Checklist

Personal Items removed from VehicleTag and Insurance Card In place
Does the Vehicle Need Service

YesNo
What Type of Service

Washing/DetailedOil Change and FluidsTire ReplacementWindshield Repair/ReplacementOther
Where is the company vehicle being returned to?
Other Company Equipment Checklist

Building or location Keys CollectedCompany Radio CollectedCompany Safety Gear CollectedUniforms CollectedOther
How Many Pants Should be Returned
How Many Shirts Should be Returned
Did this Employee have access to locks with combinations or codes?

YesNoOther
IF Yes

Please Change Codes and Combinations

Notify Management and Staff of New Codes
Supervisor Name

First NameLast Name
Supervisor Email
example@example.com
Supervisor Phone
Please enter a valid phone number.
Your Email Address
example@example.com
Today's Date

MonthDayYear
Date
Does Payroll Need to Hold Last Paycheck While Awaiting Company Property to Be Returned?

YesNo
If Yes- What Company Property is not Returned? When can we expect the return of the items?
Should be Empty:

Employee Separation Checklist

Information Technology Department

Accounting Department

Marketing Department

Sales Department

Operations Department