End of Appointment/Employment Checklist Complete this form if the employee ceases employment in your unit or is leaving the University. Complete this form with the employee on or near the last day of work. If the employee is continuing to work in other positions at the University, indicate "N/A" by applicable items (e.g., "Returned ID card" would be "N/A"). Completing this form is mandatory and is the responsibility of the Faculty, Department or Administrative Unit in which the employee works. Please keep this form on file in your department as it is subject to audit. Employee Information First and Middle Name Last Name Employee Number Phone Number Forwarding address (if the employee's address is changing) Effective date for new address and phone number 1:HR-EOAE-20171.0 Position Information Position Number Faculty or Unit Department Position Title or Rank Section (if applicable) End of Employment Information Employee's last day of work in this position Employee Checklist Check all items that apply. Complete this section on or near the employee's last day together with the employee. For each item with a check mark, enter the date and initial when the item is completed. The Supervisor has reviewed the checklist with the employee and ensured the tasks have been completed: ☑ Date Initials 1... 2... 3... 4... 5... Returned keys and/or facility access cards Consult local Key Coordinator or Physical Plant Key Manager for advice Returned ID Card Consult Registrar's Office/ID Card Office for advice Returned inventory property (computer, tablets, cellphones, printers, external storage devices and memory sticks to facilitate the return of devices containing potentially sensitive data, tools, supplies, materials, books, etc., including property purchased with expense allocation funds or research funds). Consult unit head/department head for advice Uninstalled software provided for home use Consult LAN administrator/IST Service Desk for advice Returned parking decal and paid outstanding parking fees Consult Parking Office to determine whether fines are outstanding and for information on the procedure for returning parking decals continued on next page...
Transcript
End of Appointment/Employment Checklist
Complete this form if the employee ceases employment in your unit or is leaving the University. Complete this form with the employee on or near the last day of work. If the employee is continuing to work in other positions at the University, indicate "N/A" by applicable items (e.g., "Returned ID card" would be "N/A"). Completing this form is mandatory and is the responsibility of the Faculty, Department or Administrative Unit in which the employee works. Please keep this form on file in your department as it is subject to audit.
Employee Information
First and Middle Name Last Name Employee Number
Phone Number
Forwarding address (if the employee's address is changing) Effective date for new address and phone number
1:HR-EOAE-20171.0
Position Information
Position Number Faculty or Unit Department
Position Title or Rank Section (if applicable)
End of Employment Information
Employee's last day of work in this position
Employee ChecklistCheck all items that apply. Complete this section on or near the employee's last day together with the employee. For e ach item with a check mark, enter the date and initial when the item is completed.The Supervisor has reviewed the checklist with the employee and ensured the tasks have been completed:
☑ Date Initials 1...
2... 3...
4...
5...
Returned keys and/or facility access cards Consult local Key Coordinator or Physical Plant Key Manager for advice
Returned ID Card Consult Registrar's Office/ID Card Office for advice
Returned inventory property (computer, tablets, cellphones, printers, external storage devices and memory sticks to facilitate the return of devices containing potentially sensitive data, tools, supplies, materials, books, etc., including property purchased with expense allocation funds or research funds). Consult unit head/department head for advice
Uninstalled software provided for home use Consult LAN administrator/IST Service Desk for advice
Returned parking decal and paid outstanding parking feesConsult Parking Office to determine whether fines are outstanding and for information on the procedure for returning parking decals
continued on next page...
End of Appointment/Employment Checklist
Employee Checklist (continued)
2:HR-EOAE-20171.0
☑ Date Initials 6...
7...
8... 9...
10..
11..
12..
Arranged for management (e.g., transfer, copy, return etc.) of any files, records, emails on networks, servers, work or home PC (including personally owned devices/BYOD) or laptops, tablets, cell phones, portable storage devices, etc. Consult LAN administrator/IST Service Desk for advice. Contact Office of Legal Counsel if there are potential copyright issues.
Provided department with Windows, document and other passwords.
Returned and reconciled all Travel Cards and Purchasing Cards. Paid all personal charges on the Travel and Expense credit card.
Settled any outstanding travel or other expense claims.Consult Financial Services (Travel Services) for advice
Settled any petty cash claims, outstanding advances, cash floats and gift cards.Consult Financial Services (Travel Services) for advice
Arranged for management (transfer, return, etc.) of hardcopy records.
Settled any outstanding voluntary payroll deductions (e.g. Bookstore Purchase, charitable deductions).Consult Financial Services (Payroll) for advice
1 Completed disposition of or 3.. accounted for any chemical(s), radioactive substance(s), or hazardous material(s), including
completion of applicable disposition form(s).Consult Environmental Health and Safety Office for Advice
14.. Returned and/or accounted for research data (e.g. files, questionnaires, surveys).Consult unit head/department head for advice
Returned library materials and settled any outstanding 15.. charges.Consult appropriate library unit for advice
16.. Updated web-based biographical information (e.g. Community of Science website).For retirees only: please visit the Retiree Resources page for specific retirement information: http://umanitoba.ca/admin/human_resources/staff_benefits/retiree_info/retirees.html
Unit Checklist
1...
2... 3...
4...
5...
6...
a)..
b)..
Discontinue access to computer resources, including email and personal aliases on or before the employee's departure date. Consult IST Service Desk (Computer Accounts and User IDs) and your container administrator for advice.
Unsubscribe from all University mailing lists.
Discontinue access to Central Admin Systems (VIP, Banner, etc.) on or before the employee's departure date. Consult your System Administrator for advice
Update Capital Equipment Inventory.Consult Financial Services (Revenue Capital and General Accounting) for advice
Change Alarm Codes, combinations and other locks.
Has the employee satisfactorily completed all employment-related obligations?If no, check the action taken:
Employee has been informed in writing of outstanding obligations and the expected remedyConsult with Human Resources for advice on format
