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    Employee Exit Checklist

    Uploaded by

    cherry
    This document provides an employee exit checklist for UCF departments and employees. It outlines responsibilities for both parties to ensure a smooth transition when an employee leaves the university. The department must complete tasks such as submitting final paperwork, returning university property, and canceling access. The employee must return items like library books, settle fees, and request benefit information. The checklist helps both parties address pertinent issues around resignation.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Employee Exit Checklist

    Uploaded by

    cherry
    207 views2 pages
    This document provides an employee exit checklist for UCF departments and employees. It outlines responsibilities for both parties to ensure a smooth transition when an employee leaves the university. The department must complete tasks such as submitting final paperwork, returning university property, and canceling access. The employee must return items like library books, settle fees, and request benefit information. The checklist helps both parties address pertinent issues around resignation.

    Original Description:

    exmployee exit checklist

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    This document provides an employee exit checklist for UCF departments and employees. It outlines responsibilities for both parties to ensure a smooth transition when an employee leaves the university. The department must complete tasks such as submitting final paperwork, returning university property, and canceling access. The employee must return items like library books, settle fees, and request benefit information. The checklist helps both parties address pertinent issues around resignation.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    207 views2 pages

    Employee Exit Checklist

    Uploaded by

    cherry
    This document provides an employee exit checklist for UCF departments and employees. It outlines responsibilities for both parties to ensure a smooth transition when an employee leaves the university. The department must complete tasks such as submitting final paperwork, returning university property, and canceling access. The employee must return items like library books, settle fees, and request benefit information. The checklist helps both parties address pertinent issues around resignation.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    EMPLOYEE EXIT CHECKLIST

    The purpose of this checklist is to assist UCF employees and departments with the process when an
    employee leaves the university. Employees leaving the university should be aware of pertinent
    information, rights and benefits that may affect them.
    Note: Failure to provide at least two (2) weeks written notice of resignation may result in the employee being designated
    as ineligible for rehire, except in cases of medical or family emergency, or where the employees early departure is
    approved by the university.

    _____________________________________
    Employees Name (please print)

    _________________
    Empl ID

    _____________________
    Department Name

    A&P Executive Service Faculty Staff OPS

    ________________
    Termination Date

    Department Responsibilities:

    Is Employee eligible for rehire? (Skip this item for Faculty) ___ YES (proceed to next step)

    ___ NO

    If NO, Employee Relations must be contacted prior to completion of the PAF.


    Submit electronic Personnel Action Form (ePAF) and attach appropriate documentation (e.g.,
    resignation letter) to Human Resources on or before the last day of employment.
    Submit HR Security eform to remove ePAF, Payroll, or other HR security access.
    If exiting employee is listed as a supervisor for active OPS employees, submit a job change ePAF to update
    the supervisor for their records.
    Audit leave records and verify all leave balances are correct. (Annual, Sick, SCE, OCE)
    Cancel computer access codes, long-distance access authorization and deactivate voice mail. (Computer
    Services & Telecommunications: http://www.cst.ucf.edu/wp-content/uploads/2014/04/TRF.pdf
    Delete Exchange Outlook email accounts:
    http://www.cst.ucf.edu/wp-content/uploads/service%20desk/ExchangeDelete.pdf
    Remove employee from authorized signature list(s). To inactivate DAL access, see ADDY note at:
    http://www.financials.ucf.edu/Addy_Notes/Enhanced_DAL/Activating_and_Inactivating_Authorizations.pdf.
    Close P-Card Account, http://www.fa.ucf.edu/Forms/PCard/41-968.pdf.

    Ensure UCF property has been returned: Remind employee that a final check may not be released until all
    university property is returned. Contact payroll@ucf.edu to apprise them of the situation so that the
    payouts are placed on hold in accordance with the appropriate procedure.

    Uniforms PCs/equipment Cell phones Radios Pagers


    Voyager Gas Card Purchase Card
    Keys (return to Facilities Operations) COOP hangtag (return to EH&S) Other: _____________
    Notify Payroll Services if payments should be held pending return of university property.
    Provide, if requested, an exit interview with department head or designee.

    Ensure employee has contacted Library, Health Services, & Parking Services to settle outstanding fees.
    Refer employee to Employee Exit Questionnaire at:
    http://hr.ucf.edu/files/EmployeeExitQuestionnaire.pdf.
    Keep checklist in department files for at least three fiscal years; do not send to Human Resources.

    Department Representative: _______________________________________


    Printed Name: ___________________________________________________
    Rev 06Mar2015

    Date: ________

    Employee Responsibilities:

    Return library books and settle outstanding fines.


    Contact Parking Services and settle outstanding permit fees or fines. Contact computer store and settle
    outstanding payment plans.
    Off-campus self-service will be available after end of employment. For employee self-service (i.e. pay
    advices and current and past W-2s), refer to: http://my.ucf.edu.
    Complete Employee Exit Questionnaire and forward to Human Resources,
    http://hr.ucf.edu/files/EmployeeExitQuestionnaire.pdf.
    If desired, request an exit interview with department head or designee.
    Consent to electronic W-2 through Employee Self Service. You can verify your access to your W-2 by
    signing into http://my.ucf.edu . After logging in, click Employee Self Service, Payroll and Compensation,
    W-2/W-2c Forms. Ensure a valid email address is listed for W-2 notification.
    Leave Transfer-contact payroll@ucf.edu to indicate a desire to transfer leave balances to an accepting
    employer prior to the termination date. The future employer should send an official note requesting leave
    balance information directly to Human Resources within 2 weeks of the termination date.

    Employee Signature: _____________________________________________

    Date: ________

    Printed Name: __________________________________________________


    (Note: If employee is not available for signature, complete the checklist to show that the department has
    thought through the termination process and write signature not available in the space above.)

    General Information:
    If desired, an appointment may be made with a Benefits team member for the following:

    Obtain information regarding insurance coverage/COBRA benefits. Employees that are enrolled in
    health, dental or vision insurance at the time of termination are eligible for COBRA coverage. Since
    premiums are paid a month in advance, the employee may still have coverage through the month
    following termination. Once the termination is completed in PeopleSoft and sent toPeople First, COBRA
    information will be sent to the home address the employee has on file with the University. To obtain
    COBRA coverage, the employee must complete the appropriate paperwork and return it to People First
    within the specified time frame.
    Obtain information regarding retirement and/or supplemental retirement accounts (FICA
    Alternative/403bs/457s).
    Special Pay Plan: Leave Balances for employees who are 55 years and older and who will receive a leave
    payout of $10,000 or greater will be deferred to a 401(a) account administered by TIAA-CREF.

    Conversion policies are available for the following plans:


    State Basic Life and Optional Life Insurance through Minnesota Life
    Life Insurance Policies through The Gabor Agency
    Disability Coverage or Personal Accident Coverage through
    Colonial Life & Accident Insurance Company
    Cancer Policies through AFLAC and/or
    Supplemental Hospital Plans through ALTA and/or The Gabor Agency
    Long Term Care through The Gabor Agency
    Medical Flexible Spending Account Retirement
    Retirement
    FRS Pension Plan: no action required
    FRS Investment Plan: No action required. Employee will continue to receive annual statements. If
    employee has an address change or for any other changes after termination of employment, contact
    Ernst and Young at 1-866-446-9377.
    Optional Retirement Program: No action required. Employee will continue to receive statements. If
    employee has an address change or for any other changes after termination of employment, contact
    the appropriate provider company.
    Rev 06Mar2015

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