Enterprise Compliance Clearance: Department Reorganization, Workforce Reduction & Severance Authorization

Restructuring Initiative Type

Proposed Effective Date of Restructuring

Employee Notification Date

Impacted Employee Metadata Registry

Business Rationale for Restructuring (include strategic objectives, financial drivers, and operational efficiency goals)

Total Number of Positions Impacted Across All Departments

Total Number of Departments Affected

Does this restructuring involve union-represented employees?

Provide details of union consultation process, collective bargaining agreement provisions, and any negotiated terms:

Has a comparable restructuring occurred within the past 24 months?

Describe previous restructuring scope, date, and lessons learned that informed current approach:

Primary Selection Methodology Applied

Selection Criteria Validation Matrix - Rate each criterion's objectivity, business necessity, and documentation strength

Detailed Justification for Non-Seniority Based Selection (if applicable): Explain why alternative criteria constitute legitimate business necessity and are job-related

Has a statistical disparate impact analysis been completed?

Disparate Impact Analysis Results by Protected Category

Explain why statistical analysis was not feasible and describe alternative qualitative fairness review conducted:

Were any employees selected for retention despite lower scores on primary criteria?

Document the exceptional circumstances and business justification for each exception:

Alternative Employment Options Considered Before Finalizing Eliminations (select all that apply)

Documentation of Decision-Maker Training on Unconscious Bias and Non-Discrimination (include dates, attendees, and training provider):

Upload Selection Matrix Scoresheets and Decision Support Documentation (spreadsheets, performance data extracts)

Severance Formula Applied

Does this involve non-standard severance terms exceeding standard policy?

Comprehensive Justification for Non-Standard Severance: Explain business rationale, risk mitigation factors, and precedent implications. Include comparison to standard formula:

Severance Package Component Calculation Matrix

Is outplacement/career transition support being offered?

Outplacement Services Package Details

Are COBRA or equivalent health benefits continuation costs being subsidized by the company?

COBRA Subsidy Calculation & Duration

Does the separation agreement include a release of claims or waiver of rights?

Specify the claims being released and confirm consideration period meets statutory requirements:

I confirm that all severance calculations have been independently verified by Finance and align with approved budget provisions

Upload signed Severance Calculation Worksheets and Finance Approval Documentation

Company Property & Asset Recovery Inventory

System Access Categories Requiring Revocation (select all applicable)

Does the employee have access to trade secrets or highly confidential information?

I confirm that a formal confidentiality reminder and post-termination obligations notice has been delivered

Target System Access Termination Date/Time

Is a non-disparagement clause included in the separation agreement?

Rank the scope of non-disparagement obligations by priority (1 = highest)

Are post-termination restrictive covenants being enforced (non-compete, non-solicit)?

Restrictive Covenant Details & Geographic/Temporal Scope

I confirm that IT Security has been notified and a ticket has been created for access revocation 24 hours prior to termination effective date

Upload Signed Asset Return Acknowledgment Form and IT Access Termination Confirmation

Compliance & Risk Assessment Matrix - Rate each domain (1 = Low Risk/Full Compliance, 5 = High Risk/Significant Gaps)

Are there any identified compliance gaps or elevated legal risks requiring escalation?

Describe the specific risk(s), mitigation plan, and recommended escalation path (Board notification, external counsel consultation, etc.):

Joint Approval & Certification Registry

Final Summary Statement: Provide executive overview of restructuring scope, compliance confidence level, and any material issues requiring ongoing monitoring:

HR Business Partner Digital Signature

Chief Legal Officer Digital Signature

I acknowledge that this form and all supporting documentation will be retained in the employee's permanent record and may be subject to regulatory audit

Upload Final Signed Separation Agreements and all Supporting Compliance Documentation