FINAL 11/02/2012
OISE EMPLOYEE DEPARTURE CHECKLIST

Employee Name:
Personnel Number:
Department:
Last Day of Work:

Resignation letter received:
Termination letter returned & signed:
Rehire:
 Yes
 Yes
 Yes
 No
 No
 No

HR Responsibilities
 If involuntary Termination, inform key personnel
 If voluntary termination collect resignation letter
 Calculate Last Pay through HRIS:



Severance Pay/Retiring
Vacation Pay
Overtime/banked hours

 Benefits Information: Changes & Arrangement through HRIS




Canada Saving Bonds
Pension Plan
Green Shield
Life Insurance
 ROE: Send request to Central Payroll
Departmental Responsibilities
 If internal transfer, initiate vacation balance transfer
 If applicable, collect petty cash
 Keys: Return of keys to BO or Operations
 Desk
 Cabinets
 Office, Lab
 Buildings
 Equipment Return:
 Offsite Computer, iPad, Laptop, & Printer
 Cell phone
 Other Equipment: Overhead Projectors, Research
BO
BO
Supervisor

Supervisor
Equip
Return of Other Resources:
 Library books/videos
 Manuals/other documents
 Computer software
 AMS/ROSI Secure ID Card
Financial Accounts: Change or Close
 Reconcile & collect Petty Cash, if applicable
 Cancel purchasing card, if applicable
 Re-direct recurring P-Card charges to new P-Card
 Cancel corp. AMEX, if applicable
 Remove AMS access
Access Codes: Removal / Change
 Computer Network access
 Disable email account
 T Card access
 LISTSERVs
 Voicemail
 Copier codes
 Employee Directory
Departmental Operation Information
 Re-direct incoming calls or emails to proper
personnel
 Arrange for departing employee to turn over any
open files or work-in-progress files, such as:
o Student marks
o Contact List
o Computer Files
o Documentation of filing system: physical
or electronic
o Finance records
o Project records
o Status of Current Projects
o Test & Exam materials
Personal Property Removal
Employee Responsibilities
 Inner/Outer Lot Parking Permits
 Current Address for year-end information
Supervisor
BO
BO
Supervisor
Employee
and
Supervisor
FINAL 11/02/2012