Check the following items and make sure they are completed before your personal assistant (PA) leaves.
|
Give the PA written notice of his or her discharge, or acknowledgement of the resignation. |
|
Give the PA the final paycheck, or submit the final timesheet to the agency who is paying the PA. |
|
Obtain a forwarding address for sending tax information and get a phone number if future contact is necessary. |
|
Make sure that your former PA signs a form confirming that s/he received the last paycheck. |
|
Retrieve keys to car, house, or other properties. |
|
Retrieve any possessions the PA may have borrowed. |
|
Return any possessions you may have borrowed. |
|
Take stock of your supply of medications, check for discrepancies. |
|
Remind the PA of his or her confidentiality obligations concerning your private life. |
|
Make sure that the PA returns your credit card, and any financial information s/he may have. You should return anything you have belonging to the PA. |
|
Ask, and record the PA's primary reason for leaving. |
|
Ask, and record whether the training was adequate, and how it could be improved. |
|
Ask, and record whether the PA was content with the working environment and how it could be improved. |
|
Ask, and record suggestions for improving employee morale. |
|
Ask, and record what they thought the best part of the job was. |
|
Ask, and record what they thought the worst part of the job was. |
