Pre-Termination Documentation Review

Before a difficult termination, check the record.

A focused HR process review for California employers preparing for a significant employee action.

In brief

CHRA helps organize the employment record, identify documentation gaps and prepare a consistent process. This is operational HR support—not legal advice or a legal conclusion.

01

What we review

We examine the facts and process management is relying on.

  • Stated reason for the action
  • Prior coaching, warnings and expectations
  • Consistency with comparable situations
  • Recent complaints, leave or accommodation discussions
  • Relevant policies and acknowledgments
  • Meeting preparation and documentation responsibilities
02

What you receive

You receive a practical action list showing what management should clarify, document or escalate before proceeding. CHRA can help implement documentation and communication steps within its HR role.

03

When counsel should be involved

Questions involving legal interpretation, litigation risk, retaliation, discrimination, protected leave, accommodation or attorney-client privilege should be directed to qualified employment counsel.

Let’s make HR simpler

Not sure where the biggest HR gaps are?

A short HR check-in can help identify what deserves attention first.

Book a Free HR Check-In