Tess Aguilar
Closing is blocked until final pay is settled: Issue final pay, Pay out earned, unused vacation or PTO.
Client Admin ▸ HR ▸ Separations
Final pay
Due 2027-04-01
Due IMMEDIATELY at separation — the employer ended the employment, so the wages are payable at the moment it ends.
Labor Code 201
Late final pay carries a waiting-time penalty of up to THIRTY DAYS' wages under Labor Code 203. The penalty runs per day until the wages are paid, so a packet that is not ready on the day costs real money.
Type
Layoff
Effective
2027-04-01
Last day worked
—
Worksite
Fresno Distribution Center · CA
Severance is being offered
If the employee is 40 or over, a release of age claims must give at least 21 days to consider it (45 days for a group layoff or exit-incentive programme) plus 7 days to revoke after signing. A group programme also requires the OWBPA disclosure of the job titles and ages of those selected and not selected. The agreement itself is drafted by counsel — this module tracks it, it does not produce it.
Employer actions — deadlines with money attached — final pay first
Issue final payHRGating
due 2027-04-01
All wages earned and unpaid, by the deadline Labor Code 201-203 sets for this kind of separation. LATE PAYMENT RUNS A WAITING-TIME PENALTY of up to 30 days' wages, per day until paid. Gating: a separation cannot be closed with wages outstanding.
Record this with the "Final pay issued" action above — it stamps the date the wages actually went out.
Pay out earned, unused vacation or PTOHRGating
due 2027-04-01
Accrued vacation is wages in California and is paid at the final rate with the final cheque (Labor Code 227.3). Unused sick leave is not paid out unless your policy says so.
Settle outstanding expense reimbursementsHR
due 2027-04-01
Necessary business expenses the employee has not yet been reimbursed for (Labor Code 2802), settled with the final pay.
Notify the health plan or COBRA administratorHR
due 2027-05-01
The plan or its administrator must be told of the qualifying event within 30 days so the election notice can go out on time.
Recover company propertyHR
due 2027-04-01
Laptop, phone, keys, fob, vehicle, tools and PPE. Note: withholding pay for unreturned property is tightly limited in California and generally needs written authorisation — recover the property, do not deduct for it.
Revoke system, building and jobsite accessIT
due 2027-04-01
Accounts, email, single sign-on, building badge, gate codes and any general-contractor site credentials. Done on the effective date, not afterwards.
Retain the personnel recordHR
No dated deadline
California requires the personnel record, including this separation packet, to be kept for at least three years after separation. Nothing in this module is deleted; the retention date is stamped when the separation closes.
Have counsel draft and review the severance agreementHR
due 2027-03-25
COUNSEL-DRAFTED, never generated here. If the employee is 40 or over the release must give 21 days to consider it (45 for a group programme) plus 7 days to revoke, and a group programme needs the OWBPA disclosure of titles and ages selected and not selected.
Tracked, not automated. Nothing here pays anybody, settles an expense or notifies a COBRA administrator — marking one done records that a person did it.
Separation documents — 0/12 done
"For Your Benefit" — California's Programs for the Unemployed (DE 2320)
due 2027-04-01
CA — EDD · CUIC §1089
Final Pay Summary & Acknowledgment
due 2027-04-01
EHM template · Labor Code §§201-203
Return of Company Property — Receipt
due 2027-04-01
EHM template
Exit InterviewOptional
due 2027-04-01
EHM template
Reference & Verification Release AuthorizationOptional
due 2027-04-01
EHM template
COBRA / Cal-COBRA Election Form
due 2027-05-31
FED — plan administrator / carrier · COBRA (29 U.S.C. §1161 et seq.)
Severance & General Release AgreementCounsel-drafted
due 2027-04-01
Client's counsel · Civ. Code §1542 / OWBPA
Counsel-drafted. This module records that the document exists and whether it was signed; it does not generate the wording.
OWBPA Group-Layoff Disclosure Appendix
due 2027-04-01
FED — OWBPA · 29 U.S.C. §626(f)(1)(H)
Notice to Employee as to Change in Relationship
due 2027-04-01
CA — EDD (sample) · CUIC §1089 / 22 CCR 1089-1
Final Itemized Wage Statement
due 2027-04-01
Employer payroll · Labor Code §226
Federal COBRA Model Election Notice
due 2027-04-15
FED — DOL / EBSA · 29 CFR §2590.606-4
HIPP "Notice to Terminating Employees" (DHCS 9061)
due 2027-04-01
CA — DHCS · DHCS 9061
This workflow computes dates, assembles documents and tracks what was done. It does not decide whether a layoff is covered by Cal-WARN, draft a release, or calculate wages, and it is not legal advice. Back to HR