TERMINATION & DEPARTURE/RESIGNATION FORM
  • / /
  • (*) ANGIE'S RESPONSIBILITIES

  • Copy paste

    - I am about to terminate [Name of CP]
    - Reason = [details]
  • / /
  • / /
  • - Review the Unemployment Bible CMS made
    - Go to strategies section and choose the best one.
  • Copy paste the following

    1) Termination was communicated to CP by [Name]

    2) Termination was communicated via: [email,
    phone call, Whatsapp, etc]

    3) CP's response was: [summarize]

  • Confirm that Employee was given the opportunity to discuss the reason for termination in person and refute the facts.

    Send a letter stating that they were given the right to come in and discuss. Call CMS with advice to avoid losing UE based on CGs inability to have defended his/her case.
  • (*) MAX'S RESPONSIBILITIES ASAP

    TIME SENSITIVE FOR DIFFICULT/ CONTENTIOUS TERMINATIONS (SKIP FOR ALL TERMINATIONS THAT ARE NOT CONTENTIOUS)
  • 1. Verbally (live or VM) remind them to not reach out to clients (use text from #2 below and use the word elder abuse as needed)

    2. Copy and paste this into a chat or CC:

    As discussed, as a result of the facts underlying your no longer being with our agency, it is important that we need create any anxiety in any of our clients. Often times, as discussed, when a caregiver reaches out to a client after they are no longer with the agency, this kind of communication creates anxiety in the senior even if it is well intended. We will have informed them as needed of your no longer coming. Therefore, please note that it is important to refrain from any communication as that may create undue anxiety and this would not be in the client's best interests. We count on you for that
  • Call (dont paste into Whatsapp or email since they may forward to the termianted CP]

    Please note that
    1) [Name of CP] is no longer with us as of [date] and
    2) it was a bit difficult of a termination (basic info)
    3) We informed CP to not reach out. If they do, please let us know as that can be elder abuse
  • Call (dont paste into Whatsapp or email since we dont want this out there)

    Explain
    1. The termination
    2. Why
    3. We informed CP to not reach out. If they do, please let us know
  • (*) ANGIE RESPONSIBILIY AGAIN

  • (*) CLEARCARE FOR THIS CP

  • Deactivated from CC
  • CC - Activity Note

    Make a note using either tag (Termination or Departure)

    DO NOT mention reasons
  • (*) HR SPREADSHEET

  • Make sure all sections are filled out
  • Make sure all sections are filled out
  • (*) DOH SPREADSHEET FOR THIS CP

  • Make sure all sections are filled out
  • Write a summary reason of departure and any other important notes if applicable.
  • Write a summary reason of departure and any other important notes if applicable.
  • (*) Airtable, GMC & DOH

  • (*) ROSA: 3 THINGS

  • (*) COPY AND PASTE

    [Name of CG] was just formally terminated because [reason]
  • Paste to Rosa

    (*) CP TERMINATION

    1) remove from 401K roster
    2) Post in D/C chat once done
  • Past to Rosa

    (*) CP TERMINATION

    Please note that [Name of CG] has been terminated from our agency, pls

    1) remove from Payplus roster
    2) Post in D/C chat once done
  • Paste to Rosa

    (*) CP TERMINATION

    1) remove from Obamacare roster and offered COBRA
    2) Post in D/C chat once done
  • Paste to the chat

    (*) CP TERMINATION

    Please note that [Name of CG] has been terminated from our agency

    1. Reason = ??

    2. If CP wants to return, we [DO][DONT] want them. [If we do, we want to see the following 3 things differently [add them after discussing with the team]

    3. CP has been deactivated from (i) CC (ii) Airtable (iii) PayPlus, (iv) Obamacare and (v) 401K

    4. Google spreadsheet has been filled out 100% and has been reviewed by [name at least 2 people]

    5. Here is the link of the DOH spreadsheet for this CP: [add URL]
  • (*) ANGIE - GOOGLE CONTACTS

  • 1. NOTES SECTION:

    (i) HIRE DATE = ??
    (ii) TERMINATION DATE = ??
    (iii) REASON FOR TERMINATION = ??
    (iv) WOULD WE REHIRE = ??

    copy and paste from sections above

    2.In the last name of their profile add (TERMINATED/DEPARTED) after their last name so we can spot it any time they call and then research up on it

    3. URL: add URL of the Google DOH spreadsheet
  • (*) SUMI'S RESPONSIBILITIES IN THE CP DIGITAL FILE