Offboarding Checklist Exit Eff Date: -

Offboarding Checklist

Date:
Form Submitter Name:

5/3/2024

Employee's Current Status
Active
Already terminated

The supervisor has been defaulted to the form initiator's name.
Please select a different user if you are not the direct supervisor for this employee.

Supervisor

Exit Type*
Position End
Resignation
Retirement

Employee Name*
...

Department*

Employee Status*

Last Day at Work*
This is the last day physically at work.

Exit/Termination Effective Date*
This is the date the termination will be effective.

Is this employee expected to return to UWRF in the next 120 days?
No
Yes

Alternate Email
Please enter only one alternate email address.

Attachments
Attach the resignation/retirement letter.
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Check List

INSTRUCTIONS: This checklist will be routed electronically to individuals in the roles listed. Each area is responsible to verify that all offboarding tasks have been completed.
The supervisor should be working with the employee to ensure that all university property has been returned. Click HERE to download a list of University property to be collected.

	Item Department	Item to Complete	Completed?	Completed/Pended By
Item Department1	Item to CompleteHUMAN RESOURCES	Completed?Validate request	Completed/Pended ByNo	Completed On ...
Item Department2	Item to CompleteEXITING EMPLOYEE	Completed?Verify information submitted on offboarding checklist is accurate	Completed/Pended By	Completed On ...
Item Department3	Item to CompleteACCOUNTS PAYABLE	Completed?University Credit Card Returned	Completed/Pended ByNo	Completed On ...
Item Department4	Item to CompletePURCHASING	Completed?Procurement card returned; Documents submitted	Completed/Pended ByNo	Completed On ...
Item Department5	Item to CompletePARKING OFFICE	Completed?Return permit/pay citation balance	Completed/Pended ByNo	Completed On ...
Item Department6	Item to CompleteFACILITIES MANAGEMENT	Completed?All University keys returned	Completed/Pended ByNo	Completed On ...
Item Department7	Item to CompleteLIBRARY CIRCULATION	Completed?Library materials returned	Completed/Pended ByNo	Completed On ...
Item Department8	Item to CompletePROVOST OFFICE	Completed?Collect Outside Activities Report from exiting employee (Academic Staff, Faculty & Limited Appointees only)	Completed/Pended ByNo	Completed On ...
Item Department9	Item to CompleteDIRECT SUPERVISOR OF EXITING EMPLOYEE	Completed?All University property returned (see instructions for guidance)	Completed/Pended ByNo	Completed On ...
Item Department10	Item to CompleteHUMAN RESOURCES	Completed?Complete HR administrative tasks and finalize checklist	Completed/Pended ByNo	Completed On ...

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