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Summary. The first item on your job departure checklist should be to formulate a plan or secure a new position. Once you have a strategy in place, it’s crucial to adhere to your company’s resignation policy and inform your supervisor before discussing your decision with colleagues.
At some point in your career, you will likely decide to leave your job, and this process involves more than simply submitting your two weeks’ notice and clearing out your workspace.
Exiting a job gracefully is essential not only for maintaining professional relationships but also for ensuring a smooth financial transition.
In this article, we will outline key considerations and actionable steps to take before you leave your job.
Key Takeaways:
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Prepare a new budget to accommodate potential unemployment if you don’t have a job secured after your resignation.
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Typically, resigning from a job means you won’t qualify for unemployment benefits in most states.
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Before departing, express gratitude to those who have positively influenced your experience.
15 Steps to Take Before Leaving Your Job
If you feel dissatisfied with your current role or have accepted a new opportunity, it’s time to resign. Here are 15 steps to guide you through the process:
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Have a solid plan. Before resigning, ensure you have a new job lined up or a comprehensive action plan. While it’s easy to be impulsive in such situations, planning is essential.
If you are transitioning to a new role, confirm your start date, salary, and benefits. If you are stepping away from the workforce for personal reasons, evaluate your circumstances and create a financial plan.
If you’re still job hunting, establish a budget that accounts for how long you can manage without your current income.
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Create a new budget. Changing jobs often means changes in income, and it’s crucial to adjust your budget accordingly. If your new role comes with a salary increase, consider how to best allocate those additional funds—whether through savings, debt repayment, or investments.
If you plan to search for a new position post-resignation or face a pay cut, identify areas where you can reduce expenses while ensuring you cover necessities.
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Inform your supervisor before telling coworkers. While it’s tempting to share your news with colleagues, your direct supervisor should be the first to know. Arrange a meeting as soon as you’ve made your decision to show respect and professionalism. This approach helps maintain a positive relationship and may be beneficial if you need a recommendation in the future.
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Save relevant work samples. Upon leaving your job, you will lose access to essential work-related files, often immediately or within your final two weeks. Download and save important documents, emails, and work samples to a personal device or cloud storage. This information can be invaluable for job interviews and future references.
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Clear personal information from work devices. Before you hand back your company-issued electronics, ensure you remove any personal data. This not only protects your privacy but also facilitates the redistribution of devices.
Delete non-work-related software, clear your browsing history, and remove any saved personal information.
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Check your benefits. Consult with your HR department regarding your entitlements as a former employee. If you have accrued vacation or sick leave, inquire about receiving compensation. Understand your health insurance coverage’s end date and explore options for continuation to avoid gaps in coverage.
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Choose the right timing. After deciding to resign, consider the best timing for your departure. Your choice can impact how your resignation is received. Avoid leaving during busy periods or significant projects, and choose a moment when your supervisor is not under stress.
Provide as much notice as possible—two weeks is standard, but more notice is preferable if feasible.
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Schedule an exit interview. While some companies mandate exit interviews, even if yours does not, consider setting one up. This opportunity allows for constructive feedback on your experience while maintaining professionalism. It’s best to keep the conversation positive and focus on potential improvements rather than grievances.
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Express gratitude to colleagues. A simple thank you can leave a lasting impression on those who have positively impacted your working life. Acknowledge their support and contributions, as these connections can be valuable in your future endeavors.
Gather contact information from colleagues you wish to stay in touch with.
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Request references and provide recommendations. Recommendations can be crucial for your career progression. Take time to write recommendations for colleagues and request some in return. Approach supervisors, coworkers, or clients who can vouch for your contributions. Request references before your departure to ensure your recent work is fresh in their minds.
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Create a transition plan. Developing a transition plan is an excellent way to stay organized and ensure all tasks are completed before your departure. Outline specific tasks to wrap up and designate who will take over your responsibilities. This proactive approach leaves a positive impression on your employer and helps facilitate a smooth transition.
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Consider your retirement account options. Rather than cashing out your 401(k), which can incur penalties and taxes, explore rolling it over into an IRA. This decision can prevent substantial financial losses in the long run. Consult your HR department for guidance on transitioning your retirement savings.
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Leave on a positive note. Your last days at work should not be spent airing grievances. Maintain professionalism and positivity, especially if you’ve secured a new position. Leaving on good terms is vital for future references and maintaining your professional reputation.
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Evaluate any counteroffers carefully. If your employer attempts to retain you with a counteroffer, reflect on the reasons you decided to leave in the first place. Remember that a counteroffer often indicates they recognize your value only once you express your intent to leave. Stick to your initial decision unless you have compelling reasons to stay.
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Plan a celebration. After your departure is finalized, take time to celebrate your achievements and prepare for new opportunities. Whether it’s a relaxing getaway or a special dinner, acknowledging this transition can help you process the change and set the stage for your next chapter.
Should You File for Unemployment?
Generally, you should not apply for unemployment benefits if you resign from your job voluntarily. Since you were not terminated, eligibility is often limited in most states.
However, certain circumstances—such as resigning to care for a family member—may qualify you for benefits. If your resignation falls under special conditions, check with your state’s unemployment office for potential eligibility.
Job Departure Checklist FAQs
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What should be done before leaving your workplace?
Before leaving, notify your supervisor and organize your finances. Additionally, you should:
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Save work samples.
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Clear personal data from devices.
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Confirm details about your last paycheck and remaining benefits.
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Assist in training your successor.
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Schedule an exit interview.
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Request and provide references.
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Thank coworkers and leave on good terms.
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What should I ask HR before resigning?
Inquire about the timing of your last paycheck, the status of your remaining vacation days, and the termination of your health benefits.
This information will help you plan your finances between your last paycheck and your next employment income, and you can assess your options for using or cashing out vacation days.
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What should I prepare before resigning?
Prior to resigning, prepare a budget for the period without a paycheck, clean your devices, and facilitate a smooth transition for your team and successor. Confirm the details of your last paycheck and potential vacation day compensation with HR.
Schedule necessary medical appointments before your coverage ends and ensure you return any company property in a cleared state. Discuss with your supervisor how to assist in training your replacement for a seamless transition.
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What is quiet quitting?
Quiet quitting refers to employees doing the minimum required at their jobs without emotional engagement. This phenomenon often stems from low pay, limited advancement opportunities, or feeling undervalued at work. Employees may choose to disengage from going above and beyond, focusing solely on fulfilling their job descriptions during business hours.
References
Author
Conor McMahon is a writer for Zippia, with previous experience in the nonprofit, customer service and technical support industries. He has a degree in Music Industry from Northeastern University and in his free time he plays guitar with his friends. Conor enjoys creative writing between his work doing professional content creation and technical documentation.
