Checklist For The Resignation/termination Process (Page 2 of 2) in pdf

Checklist For The Resignation/termination Process Page 2

RESIGNATION/TERMINATION CHECKLIST INSTRUCTIONS

1. When it is known that a benefit-eligible employee is going to terminate

from the University (including retirees), or at the death of a current

employee, the individual who submits JC_TRM EPAFs for the employee’s

home department/unit will either invite the employee to meet with him/her

to get/provide the following information, or otherwise complete the

Termination Checklist. The following information is needed for the

JC_TRM EPAF or the JC_ADJ EPAF or PHATIME:

a. termination date (if different from the last working day),

b. final annual leave status.

2. A template for a letter of resignation is available at the Human Resources

website.

3. The department representative will contact Sharon Hislop ([435] 797-

1814) in the HR Office to set up an exit interview.

4. The checklist items, and the departments who will signify that the items

are returned, are listed on the form entitled “Checklist for the

Resignation/Termination Process.” The form should be returned to the

Human Resources Office (UMC 9510) as soon as possible.

TRANSFER CHECKLIST INSTRUCTIONS

1. When it is known that a benefit-eligible employee is going to transfer from one

USU department to another or take an administrative leave, the individual

who submits JC_TRM EPAFs for the employee’s home department/unit will

invite the employee to meet with him/her to get the following information, or

otherwise complete the Resignation/Termination Checklist. The following

information is needed:

a. the transferring employee’s new title, office address, and phone

number. Ask the employee to change the UMC/MC address on Self

Serve Banner. The new department will send through a JB_SAL

EPAF;

b. transfer date (if different from the last working day);

c. new Banner security, new P-card, and ownership of new assigned

services (if needed) should be set up by the new department;

d. the home department should ask if the new department will accept the

financial obligation of unpaid annual leave, or if other arrangements will

be made (split the obligation, etc.).

2. The department representative will contact Sharon Hislop ([435] 797-1814) to

set up an exit interview.

3. The checklist items, and the departments who will signify that the items are

returned, are listed on the form entitled “Checklist for the Resignation/

Termination Process.” The form should be returned to the Human Resources

Office (UMC 9510) as soon as possible.

Rev. 7, 08/27/07

Checklist For The Resignation/termination Process Page 2