Exit & Offboarding Kit for Small Business Managers

It's Tuesday morning and an employee just walked in and quit.

Or you have to lay someone off Friday. Or you're sitting in your truck trying to figure out how to fire the guy who hasn't shown up in three days.

Whatever the exit looks like, the next 48 hours decide whether it ends clean or ends in a phone call from an attorney.

This kit handles the operational side so you can focus on doing it with respect, clarity, and a paper trail that holds up later.

Built from 20+ years of real HR experience in field and trades small business.

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WHAT'S INSIDE

20 editable templates and guides, organized so you can find what you need fast:

START HERE

- Welcome guide with "Choose Your Path" table

- Most Common Exit Scenarios — 6 real situations and the files to grab for each

BEFORE THE EXIT

- Termination Approval Checklist

- Separation Decision Record — the document that protects your business when the decision gets questioned later

- Final Pay State Lookup Worksheet

EMPLOYEE COMMUNICATIONS

- Separation Meeting Scripts — 6 word-for-word scripts: resignation, layoff, performance termination, no-call/no-show, 

  seasonal end, hostile exit

- Resignation Acceptance Letter (2 versions)

- Position Elimination Notice (with WARN Act review)

- Job Abandonment Notice (with attempted contact log)

- Employee Exit Packet Cover Letter

LAST DAY CHECKLISTS

- Master Offboarding Checklist — the spine of the kit

- Company Property Return Form — Office AND Field/Trades versions (vehicles, tools, fuel cards, gate codes, the lot)

- System Access Removal Checklist with timing column

- Benefits Continuation Checklist — COBRA, 401k, HSA/FSA

- Knowledge Transfer Plan

AFTER THE EXIT

- Exit Interview Form — 5-question quick version + 15-question detailed version with field/trades section

- Unemployment Response Prep Sheet

- Reference & Rehire Guidelines

MANAGER TOOLS

- Manager Offboarding Cheat Sheet — one-page reference

PLUS: Google Docs Access Links

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WHO IT'S FOR

Small business owners, office managers, and managers in:

- Construction, roofing, HVAC, plumbing, electrical

- Field service and home services

- Landscaping and property maintenance

- Any small business with a mix of office and field employees

If your people drive company trucks, carry tools, hold gate codes, or have customer-site access, this kit was built for you. Most HR templates assume office workers. This one doesn't.

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WHY IT'S DIFFERENT

Most exit and offboarding templates online are generic corporate forms written for office workers. They don't have a property return checklist that asks about the fuel card, the toll transponder, the tool belt, or the customer-site gate code.

This one does.

The separation scripts know that "no-call/no-show" and "hostile exit" are real exit categories, not edge cases. The exit interview asks field-specific questions. The access removal checklist remembers that trades employees often have keys to customer properties, not just to your office.

Plain English. Real-world. No corporate fluff.

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WHAT YOU GET

Instant digital download. Use it today.

- 20 editable Microsoft Word documents (.docx)

- Google Docs compatible (links included)

- US Letter size, Arial, print-ready

Works with Microsoft Word and Google Docs, on Windows, Mac, Chromebook, and iPad.

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PAIRS WITH

- Manager Survival Kit — for the discipline that comes before a termination (write-ups, PIPs, coaching)

- Crew Lead Survival Kit — for field foremen running the crew

Bundle available — see the shop.

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INSTANT DOWNLOAD:

Files are delivered the moment your payment processes. No waiting. No shipping. Open them in Word or save copies to Google Docs and edit there.

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DISCLAIMER: These templates are provided for informational and operational use only. They do not constitute legal advice. Employment law varies by state, country, and situation. Before terminating an employee, finalizing an offer, conducting a background check, or handling a sensitive matter consult a qualified employment attorney or your HR/legal counsel.

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ALL SALES ARE FINAL — digital downloads cannot be returned, but if you have any issue with your files, message me and I'll make it right.

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Questions before you buy? Email me. I'm a real person and I read every message.