Employee Offboarding Checklist for Supervisors

Employee Offboarding Checklist for Supervisors

Employee Offboarding Checklist for Supervisors Employee Name Employee Job Title Supervisor Name Hire Date Departure Date Supervisor’s Responsibilities Upon Notice of Departure Obtain resignation/leave letter from employee Provide employee with a written receipt and acceptance of resignation/leave Provide employee with Employee Offboarding Checklist, Employee Knowledge Transfer Template and Project/Active Work Status Report Leave: Complete Leave/Irregular Work Week form and send with leave letter to Schulich HR Termination: Complete Termination Notice and send with resignation letter to Schulich HR Inform relevant parties of the departure Ensure employee is transferring work-related files from personal drives and folders to another location (team-level network drives or generic mailboxes) Confirm employee resources requiring termination using Employee Access Tracking Form Review what is to happen with the employee’s email accounts, as the hospital, Schulich and Western all have different procedures If required, complete a Request for Hire form and send to Schulich HR Should you wish to have an Exit Interview conducted contact Schulich HR Revised Jan 2021 On Employee’s Last Day Obtain Employee Offboarding Checklist, Employee Knowledge Transfer Template and Project/Active Work Status Report from employee and verify that it is complete Ensure employee has removed all personal items from offices and personal files from network drives (U drive, S drive, T drive, etc.), and has deleted personal emails from their email accounts Ensure employee has returned any keys, University credit cards or travel cards, parking permit tags, laptops and/or peripheral devices, cell phones, tablets etc. Ensure employee has set auto-reply on email accounts, and re-set voice mail password to 1234 After Employee’s Last Day Create a Helpdesk ticket to cancel employee access to network resources Ensure department/unit website contact details and Western Directory are updated Revised Jan 2021.

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