Strategy-Backed. People-First. — Statewide, Texas
Free Decision Worksheet • Before You Terminate

Termination Risk Review Worksheet

A pre-termination screen for Texas employers: protected activity, consistency, documentation, authority, and alternatives — before the decision is final.

Texas is an at-will state, and that sentence has preceded more bad terminations than any other in HR. At-will status doesn't stop a retaliation claim, a discrimination charge, or an unemployment appeal — evidence does. And the moment to gather evidence is before the termination is communicated, not after the demand letter arrives.

This worksheet is a structured pause. In six parts, it screens for protected activity in the last twelve months, forces a comparator consistency check, inventories the documentation, records the alternatives considered, and requires sign-off from someone with actual authority. If any part comes up blank, that's the worksheet doing its job.

Who should use this decision worksheet

  • Owners and executives approving a termination this week
  • HR professionals pushing back on a 'fire them today' demand
  • Supervisors who need to see what a defensible decision requires
  • Municipal and nonprofit leaders whose terminations face public scrutiny

What it helps prevent

  • Retaliation and discrimination claims from terminations that follow protected activity
  • Bad termination decisions driven by the loudest supervisor in the room
  • Terminations inconsistent with how similar cases were handled
  • Documentation that fails under scrutiny because it was written after the decision
  • Wrongful termination exposure from promises made in policies, offer letters, or interviews

What’s inside

  • Part 1 — Decision Snapshot
  • Part 2 — Protected Activity Screen
  • Part 3 — Consistency Check
  • Part 4 — Documentation Review
  • Part 5 — Alternatives Considered
  • Part 6 — Decision Authority and Final Approval

Before you process payroll, terminate, classify, deduct, or respond to a claim, get the decision reviewed.

Faulkner HR Solutions helps Texas employers, nonprofits, municipalities, and growing businesses fix the people systems behind recurring workplace problems. If this resource raised a risk flag, do not guess your way through the next step.

Frequently asked questions

We're at-will in Texas — why do we need a risk review?
At-will means you don't need cause; it doesn't mean you can't be sued. Discrimination, retaliation, and whistleblower claims all survive at-will status, and juries evaluate evidence, not doctrine. The worksheet builds the evidence record before the decision becomes final.
What is a 'protected activity screen'?
A check for recent complaints, injuries, leave requests, accommodations, or investigation participation. Terminating shortly after protected activity is the fact pattern behind most retaliation claims — the screen surfaces the timing issue while you can still address it.
What if the screen flags something — can we still terminate?
Often yes, but not casually. A flag means the timing, evidence, and consistency need review by HR or counsel first, and the legitimate business reason needs to be documented well enough to stand apart from the protected activity.
Who should complete this worksheet?
The supervisor starts it, HR or the owner verifies it, and the person with final authority signs it. Splitting those roles is intentional — most bad terminations happen when one frustrated person plays all three.
Disclaimer. This resource is provided for general employer education and planning purposes. It is not legal advice and does not create an attorney-client relationship. Employment laws, agency guidance, and local requirements may change. Employers should review the facts of each situation before acting and consult appropriate HR or legal counsel when needed.