Termination Process Checklist

Home Office Termination Process Checklist

EMPLOYEE INFORMATION Name: Term date:

Position: Manager:

STEP I. TERMINATE & COLLECT ALL COMPANY OWNED PROPERTY (DAY OF TERMINATION) Meal Comp Card Building Access Badge

 Return to Reception Corporate Credit Cards, such as P-Card or Travel Card (if applicable) Collect Office, Closet & Desk Keys (if applicable) Collect Computer & Accessories, Cell Phone, Wireless Card, Printer, etc.

 Supervisor will receive email notification from IT with instructions on returning the equipment after the Service Now Termination request has been completed (Step II). STEP II. COMPLETE TERMINATION IN SERVICE NOW FOR I.T. EQUIPMENT (AFTER EMPLOYEE HAS LEFT THE PREMISES ON DAY OF TERMINATION) Log Into https://osiprod.service-now.com/ using regular network login (i.e. jsmith – first initial last name)

 Service Now Termination Guide & Video Tutorial available on portal  If immediate access termination is required, contact ext. 2000

STEP III. COMPLETE TERMINATION IN OSI CONNECT

 Manager logs into OSI Connect  Follow Manager steps to terminate a team member

Terminating a Team Member in BBI Connect 1. Important Note: Please notify your HR Director prior to processing any terminations within OSI Connect.

2. Prior to processing a termination in BBI Connect you must terminate the employee’s access to systems using Service Now located on the portal. For instructions on using the Service Now form please contact IT Support.

3. Hover over the My Team tab. 4. Click on the My Employees category link.

5. You will see a screen listing of all of your Team Members. Click on a Team Member’s name to view his or her detailed information. If they do not automatically appear, click the Search button. 6. You will see detailed personal information about the Team Member whose name you selected. 7. To begin the voluntary termination process, click on the Terminate Employee link within the “Things I Can Do” Section. 8. The Team Member’s Termination page will appear.

9. In conjunction with your Team Member, decide upon an effective Termination Date and enter it in here. Additionally, please enter in the Last Day Worked and Paid Through information. You may need to contact the OSI Connect Resource Center if you have any questions about applicable dates.

10. Enter the Termination Reason from the drop down box. 11. Finalize the termination by clicking Save