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Supervisor Exit Checklist Date Completed Revised 06/13/14 This checklist is intended to help supervisors to complete an employee's exit process. Check off each area as applicable. Please retain completed checklist in the employee's departmental personnel file in compliance with the OSU Records Retention Schedule. Office of Human Resources Employee Information Items to be Completed Last Name First Name Middle Name University ID Position Number Suffix Completed by Date Phone COMPLETE TERMINATION FORM WITH LETTER OF RESIGNATION. If no letter is received, employee must sign the Termination Form. The Termination Form is available in the termination area of the OSCAR website: http://oscar.oregonstate.edu . FOR THOSE TERMINATING ANY TIME OTHER THAN PAYDAY, SUBMIT A TERMINATION PAY REQUEST FORM TO PAYROLL IN ADVANCE OF THE EMPLOYEE'S LAST DAY . The Termination Pay Request form is available in the termination area of the OSCAR website: http://oscar.oregonstate.edu . OBTAIN EMPLOYEE'S FORWARDING ADDRESS OR DIRECT THEM TO ONLINE SERVICES VIA MYOSU AT https://myosu.oregonstate.edu . IF EMPLOYEE IS NOT A CITIZEN OR PERMANENT RESIDENT OF THE U.S., NOTIFY INTERNATIONAL STUDENT AND FACULTY SERVICES (ISFS) AT [email protected] . EMPLOYEES WHO MANAGE A LAB THAT UTILIZES CHEMICALS. Direct to Environmental Health & Safety for exit information at (541) 737-2273. CANCEL BANNER ACCOUNT ACCESS. Normal access removal processing takes several days. Please coordinate cancellation of access accordingly. Complete the Banner & Data Warehouse Request for Access form at: http://oregonstate.edu/dept/computing/banner/access.html . UPDATE SYAINST IF EMPLOYEE IS AN INSTRUCTOR OR GRADER . If employee will continue to teach, then no change to the information in SYAINST is necessary. If the employee is no longer teaching, then create a new effective term in SYAINST (click Maintenance), uncheck Faculty box and remove all the attributes (FAC, GRDR). This can be done in the department by someone with Head Advisor Banner Access. CANCEL ADVISOR SELF SERVICE WEB ACCESS. If the Advisor box is checked in SYAINST, notify [email protected] to remove Advisor Self Service access for this employee. CANCEL OSU EMAIL ACCOUNT (IF APPLICABLE), NETWORK / SHARED DRIVE ACCESS , AND ACCESS TO ANY WEB APPLICATIONS WITH PERMISSIONS . Contact department/unit network administrator. CANCEL ONLINE POSITION DESCRIPTION AND RECRUITING SYSTEM ACCESS . Notify [email protected] to remove access for this employee CANCEL COMMUNICATION ALLOWANCE . The form is available in the Payment Request area of the OSCAR website at http://oscar.oregonstate.edu . CANCEL TELECOMMUNICATIONS CARDS / PASSWORDS. Contact departmental telephone coordinator for termination of access. RETRIEVE ALL OSU KEYS FROM THE EMPLOYEE. A list of issued keys is available upon request by emailing [email protected]. Return the key(s) to the Key Shop to trigger the reimbursement. http://hr.oregonstate.edu/documents/key-return-and-deposit-request CANCEL PURCHASING CARD AUTHORIZATION AND/OR CORPORATE CHARGE CARD. Contact Business Affairs Payables Office at (541) 737-4262. COLLECT EQUIPMENT LOANED OUT TO EMPLOYEE . COLLECT OSU ID CARD IF EMPLOYEE IS LEAVING OSU COMPLETELY AND SEND IT TO THE OSU ID CENTER. REMIND EMPLOYEE TO CONTACT PARKING SERVICES ABOUT REFUND OF PARKING PERMIT FEE, IF APPLICABLE. IF EMPLOYEE WILL BE FILING FOR UNEMPLOYMENT BENEFITS, ADVISE USE OF OHR MAILING ADDRESS (122 KERR) AS EMPLOYER'S ADDRESS.

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Page 1: CANCEL PURCHASING CARD AUTHORIZATION AND/OR …

SupervisorExit Checklist

Date Completed

Revised 06/13/14

This checklist is intended to help supervisors to complete an employee's exit process. Check off each area as applicable. Please retain completed checklist in the employee's departmental personnel file in compliance with the OSU Records Retention Schedule.

Office of Human Resources

Employee Information

Items to be CompletedLast Name First Name Middle Name University ID Position Number Suffix

Completed by Date Phone

COMPLETE TERMINATION FORM WITH LETTER OF RESIGNATION. If no letter is received, employee must sign theTermination Form. The Termination Form is available in the termination area of the OSCAR website:http://oscar.oregonstate.edu.

FOR THOSE TERMINATING ANY TIME OTHER THAN PAYDAY, SUBMIT A TERMINATION PAY REQUEST FORMTO PAYROLL IN ADVANCE OF THE EMPLOYEE'S LAST DAY. The Termination Pay Request form is available in thetermination area of the OSCAR website: http://oscar.oregonstate.edu.

OBTAIN EMPLOYEE'S FORWARDING ADDRESS OR DIRECT THEM TO ONLINE SERVICES VIA MYOSU AThttps://myosu.oregonstate.edu .

IF EMPLOYEE IS NOT A CITIZEN OR PERMANENT RESIDENT OF THE U.S., NOTIFY INTERNATIONAL STUDENTAND FACULTY SERVICES (ISFS) AT [email protected].

EMPLOYEES WHO MANAGE A LAB THAT UTILIZES CHEMICALS. Direct to Environmental Health & Safety for exitinformation at (541) 737-2273.

CANCEL BANNER ACCOUNT ACCESS. Normal access removal processing takes several days. Please coordinatecancellation of access accordingly. Complete the Banner & Data Warehouse Request for Access form at:http://oregonstate.edu/dept/computing/banner/access.html.

UPDATE SYAINST IF EMPLOYEE IS AN INSTRUCTOR OR GRADER. If employee will continue to teach, then nochange to the information in SYAINST is necessary. If the employee is no longer teaching, then create a new effectiveterm in SYAINST (click Maintenance), uncheck Faculty box and remove all the attributes (FAC, GRDR). This can be donein the department by someone with Head Advisor Banner Access.

CANCEL ADVISOR SELF SERVICE WEB ACCESS. If the Advisor box is checked in SYAINST, [email protected] to remove Advisor Self Service access for this employee.

CANCEL OSU EMAIL ACCOUNT (IF APPLICABLE), NETWORK / SHARED DRIVE ACCESS, AND ACCESS TO ANYWEB APPLICATIONS WITH PERMISSIONS. Contact department/unit network administrator.

CANCEL ONLINE POSITION DESCRIPTION AND RECRUITING SYSTEM ACCESS. [email protected] to remove access for this employee

CANCEL COMMUNICATION ALLOWANCE. The form is available in the Payment Request area of the OSCAR websiteat http://oscar.oregonstate.edu.

CANCEL TELECOMMUNICATIONS CARDS / PASSWORDS. Contact departmental telephone coordinator fortermination of access.

RETRIEVE ALL OSU KEYS FROM THE EMPLOYEE. A list of issued keys is available upon request by emailing [email protected]. Return the key(s) to the Key Shop to trigger the reimbursement. http://hr.oregonstate.edu/documents/key-return-and-deposit-request

CANCEL PURCHASING CARD AUTHORIZATION AND/OR CORPORATE CHARGE CARD. Contact Business AffairsPayables Office at (541) 737-4262.

COLLECT EQUIPMENT LOANED OUT TO EMPLOYEE.

COLLECT OSU ID CARD IF EMPLOYEE IS LEAVING OSU COMPLETELY AND SEND IT TO THE OSU ID CENTER.

REMIND EMPLOYEE TO CONTACT PARKING SERVICES ABOUT REFUND OF PARKING PERMIT FEE, IFAPPLICABLE.

IF EMPLOYEE WILL BE FILING FOR UNEMPLOYMENT BENEFITS, ADVISE USE OF OHR MAILING ADDRESS (122KERR) AS EMPLOYER'S ADDRESS.