Community & Economic Development Employee Separation Check List Employee Name: Employee University ID#: Employee University email address: Employee forwarding address (email & mail): Supervisor Name: Department: Separation Date: Employee ISU Complete Notice of Resignation form on the Human Resources Forms Page, submit to supervisor. ISU If retiring, complete Application for Payment of Unused Sick Leave. Submit to supervisor. ISU Check In/Return university property. ISU Pay any outstanding university bill. ISU Turn in Parking Permit to Department of Public Safety, Parking Division, 27 Armory Building. ISU Contact the Benefits Office for questions on insurance and retirement plan 515-294-4800, if applicable. ISU Update home address through AccessPlus for future university correspondence. ISU Complete final leave report. ISU Submit final travel and non-travel reimbursements (by end of last day of employment if possible). Prog. Provide personal email to be included in the email response to correspondents for up to 6 months after your separation date. Prog. Change password and greeting on ISU phone. Give password to supervisor. Prog. Prog. Prog. Discuss any outstanding credits for travel cancellations (e.g. ticket #’s for flight cancellations) or registration for conferences to be held after separation date. Submit info to office staff. Identify current/in progress activities and all outstanding issues (invoices, proposals, reports due, etc.) Also identify any work related organizations you are serving on. Meet with supervisor for exit interview. Page 1 of 3 Version 1.0 August 26, 2013 Website URL: Community & Economic Development Employee Separation Check List Human Resources ISU Obtain Notice of Resignation form from employee. Submit form to ISUEO HR. ISU Collect Application for Payment of Unused Sick Leave form from employee (if retirement) and process. Submit to ISUEO HR. ISU Initiate the EPA with reason for separation and vacation payout, as appropriate. ISU Submit final leave. ISUEO Notify ISUEO HR of direct reports of the employee for a supervisor change in record. Information Technology ISU Collect all university computers, computer equipment, accessories, totes, etc. Ensure inventory is accurate. ISU Provide departmental email to be included in the email response to correspondents for up to 6 months after an employee’s separation date. Respond to email from ITS prior to employee’s term date or contact the Solution Center for assistance if the term date has passed. ISU Complete the Administrative Systems Request to remove services, such as ADIN, MS Query (RACF). ISUEO With Employee, determine any computer files and/or accesses to be transferred to someone else, archived, or deleted. If off campus, determine where files should be delivered, when, where to store, etc. Check if there are any other distinct websites for which the employee is responsible for. If unsure, work with EIT for assistance. List of places to check for computer files: Shared (Y:) drive Network private drive (U: drive) Local computer (desktop, c:\temp, etc.) Field: Backup external HD CyPoint iastate.box.com Sponsored net-ID’s Electronic mailing lists Other (this may include Qualtrics surveys, Adobe Cloud services, other Cloud services, etc.) ISUEO Determine if a business email is to be included in the email response to correspondents for up to 6 months after the separation date through notification email from ITS about suspension of Net-ID. Office ISU Collect P-card and destroy and contact Lesley Lackore (llackore@iastate.edu) to cancel the card. If employee has a University American Express Card, contact Cheryl Ervin to cancel the card. Page 2 of 3 Version 1.0 August 26, 2013 Website URL: Community & Economic Development Employee Separation Check List ISU Collect office keys (ISU and external offices) and keycard. Return keys to Facilities Planning and Management, as appropriate. Deactivate the building access card. Identify location of keys for office desk, filing cabinets, etc. ISU Collect cell phone and accessories. Forward phone calls to supervisor for a period of time (to be determined with supervisor) then cancel cell phone plan. Prog. Update organizational charts, pandemic phone tree, mailing lists, webpages, etc. Supervisor Account for and verify return of ISU property: ____ Laptop/Computer/Accessories ____ Cell Phone and Accessories ____ Lab Equipment ____ Safety Equipment ____ Tools ISU ____ Library property ____ Keys ____ P-card ____ Other #1 ____ Other #2 ____ Other #3 ISU Remind employee that they need to be in work status on their final day, e.g. not on leave. This is in accordance with the ISU policy - http://policy.iastate.edu/policy/resignation/ ISUEO Change contact in ISUEO program catalog. Prog. Review effort to be noted on EASE reports. Prog. Identify committees/boards/professional organizations employee is serving on. Prog. Determine transition of programming provided by employee to other staff. Prog. Perform exit interview. Page 3 of 3 Version 1.0 August 26, 2013 Website URL: