Docstoc

Offboarding Checklist

Document Sample
Offboarding Checklist Powered By Docstoc
					                                                   RADIATION ONCOLOGY - OFFBOARDING CHECKLIST
GENERAL INSTRUCTIONS                                                                                                                                      Updated 08/02/11 darrink

     This form is used to document the return of UMHS property and allow for the proper processing of faculty and staff transfers and terminations. The
     form is to be completed by the Direct Supervisor or designee for every transferring or terminating employee.
     Supervisor/Designee are to complete all highlighed in Blue
     All areas highlighted in Grey are for HR Use Only                                   * Resignation letters should accompany this document to HR, as applicable.

SECTION I: Identification

     Employee Name:                                                                                                          Employee ID:
     Supervisor's Name:                                                                                     Last Day Worked (mm/dd/yy):
     Termination
     Transfer                                    Dept. Transferring To:

SECTION II: Return of Property
    For any items that are not applicable to the employee, please indicate "N/A" in the 'Date Returned' column.


                                                                                                                                               Supervisor's    Date Returned
                                      Property                                         Action                      What to Do
                                                                                                                                                 Initials          (mm/dd/yy)


     UMID Badge (Mcard)                                                            Termination Only       Collect and return to Dept. HR

                                                                                   Termination -or-
     Set-Up Exit Interviews                                                                            Contact HR to schedule at 647-5880
                                                                                      Transfer
                                                                                   Termination -or-     Collect and return to ITS Access
     M-Token (Wolverine Access)                    * If issued
                                                                                      Transfer           Services (2019 ASB Box 1432)
                                                                                   Termination -or-    Collect; retain for reassignment -or-
     Building/Office/Lab Keys
                                                                                      Transfer                 return to Key ID office
                                                                                                        Collect; retain for reassignment or
                                                                                   Termination -or-
     Key Card for off site buildings (Argus, affiliate sites, etc.)                                    return to your department's contact
                                                                                      Transfer
                                                                                                            person or building security
     Purchasing Card (pCard)                                                       Termination -or-   Collect and destroy. Complete pCard
     www.finance.umich.edu/procurement/forms/pcardmaintenance                         Transfer              maintenance form and fax.
     Pager                                                                 *       Termination -or-     Collect and retain as departmental
     Physician pagers should be returned to Sonja Brandon-Harris                      Transfer                       resource

                                                    * If issued by Department or   Termination -or-    Collect and return to Dept. MCIT
     PDA/Blackberry                                   purchased via CME funds         Transfer                 Joe Meyer 2A 235 UH

                                                    * If issued by Department or   Termination -or-    Collect and return to Dept. MCIT
     Cell Phone / Wireless Internet Card              purchased via CME funds         Transfer                 Joe Meyer 2A 235 UH
                                                 RADIATION ONCOLOGY - OFFBOARDING CHECKLIST
                                                   * If issued by Department or     Termination -or-   Collect and return to Dept. MCIT
    Laptop / Tablet and Accessories                  purchased via CME funds           Transfer                Joe Meyer 2A 235 UH
                                                   * If issued by Department or     Termination -or-   Collect and return to Dept. MCIT
    Hard Drives or Jump Drives                       purchased via CME funds           Transfer                Joe Meyer 2A 235 UH
                                                   * If issued by Department or     Termination -or-    Collect and retain as departmental
    Headset and Accessories                          purchased via CME funds           Transfer                      resource

    Lab Coat / Uniform                                                              Termination -or-   If issued collect and return to Laudry
    http://www.med.umich.edu/i/laundry/coatroom.htm                                    Transfer                Services - THC B2001
    Confirm employee has satisfied any final Effort Certification                     Termination          Contact Kathy Austin 763-2044
                                                                                                        Instruct employee to save electronic
                                                                                    Termination -or-
    Patient information (records, appts, etc.) completed or reassigned                                  records to shared space and collect
                                                                                       Transfer
                                                                                                                    paper records
                                                                                                           Transfer work related emails to
                                                                                                       another employee and save work files
                                                                                                        to S: drive. MCIT recommends that
                                                                                    Termination -or-
    Employee's Computer Files and Personal Network Storage,                                            you submit a MCIT service request for
                                                                                       Transfer
                                                                                                               electronic devices to be
                                                                                                       reimaged/wiped to remove any legacy
                                                                                                                  data for next user.
                                                                                    Termination -or-     Collect and retain as departmental
    Books, Binders, or Notes that may be required for future work
                                                                                       Transfer                         resource
                                                                                    Termination -or-     Collect and retain as departmental
    Tools or Equipment
                                                                                       Transfer                         resource
                                                                                    Termination -or-      Contact Bryon Quertermous for
    Blue Folder                                      (Hospital Staff Only)
                                                                                       Transfer                       instructions
    System Access Extension                                                         Termination -or-
                                                                                                                Contact Dept. MCIT
                  * Supervisor must express a valid need to extend access up to 1      Transfer
    Departing Token of Appreciation (Spindle and/or Certificate)                      Termination              Order as appropriate



    NOTES:




SECTION III: For HR Use Only
                                       RADIATION ONCOLOGY - OFFBOARDING CHECKLIST
Process Items - Terminations
    The employee's termination paperwork was completed.
     If required, a Termination Letter has been completed. (i.e. Not Eligible for Rehire)
     The Staffing Update list has been updated and MCIT notified of all activity to remove Level - 2, RONET and Aria.
     Employee has been informed of their rehire status, last deposit (ie. Vac/PTO payout).
     Employee has been reminded to contact the Benefits office regarding questions on COBRA coverage, their 403(b) account, etc. (HR/Payroll
     Service Center at 734-615-2000)
     Employee has been reminded to update Wolverine Access if their home address is changing (for year-end W2 purposes).
     Employee has emptied their office/desk/locker of their personal belongings.
     Employee has updated voicemail and email with an 'out of office' reply, indicating a contact person.
     Employee has been reminded to contact the Campus Parking Office for information on turning the parking pass in. (Employee is responsible
     for the cost of the parking pass until it is returned to the Parking Office - 777 North University - at 734-764-8291.)



                          HR Notes:




Questions or Updates to this form should be directed to Darrin King                                                                             v. 08/02/2011
darrink@med.umich.edu
734.647.5880

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:71
posted:12/3/2011
language:English
pages:3