TERMINATION & DEPARTURE/RESIGNATION FORM
  • / /
  • I. 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.
  • (*) CLEARCARE FOR THIS CP

  • Deactivated from CC
  • CC - Activity Note

    Make a note using either tag (Termination or Departure)

    DO NOT mention reasons
  • (*) 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

  • 1. Tag = Caregiver Termination

    2. Description: copy and paste the information from the CC note and put in the notes section of Gmail contact.

    3.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

  • (*) 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]
  • (*) SUMI'S RESPONSIBILITIES IN THE CP DIGITAL FILE