Employee Separation Checklist
ADVERTISEMENT
1
2EMPLOYEE SEPARATION CHECKLIST
S
H
S
U
AM
OUSTON
TATE
NIVERSITY
D
S
S
IVISION OF
TUDENT
ERVICES
This checklist is designed to guide supervisors through the process of employee separation/termination at SHSU. When possible, it
should be reviewed with staff members prior to their separation. Once completed, this form should remain in the employee’s
department file.
Employee’s Name (print):
Employee’s Sam ID #:
Employee’s Title:
Employee’s Department:
Last Date of Employment:
Supervisor’s Name (print):
Please check off applicable items:
1. The items in this section should be completed within three (3) business days of receipt of a written
notice of resignation:
a.
Advise employee of action item timelines to avoid delays in the separation process.
b.
Prepare and process Payroll Action Form documenting the last day of employment. A copy of the written
notice of resignation should be attached to the PAF, and the original shall be stored in the employee’s
department file.
c.
If the employee has any questions about the separation process, benefits or vacation leave balance payout
procedures, he/she should contact the Human Resources Department at 936-294-1070. The Human
Resources Department will send the separating employee a separation packet once notification is received
regarding the separation. This packet includes benefit related documents and a voluntary Exit Interview
Questionnaire.
d.
Advise employee to contact Human Resources at 936-294-1070 if he/she is transferring to another Texas
state agency or university within 30 days of the separation date.
e.
Request employee to provide a written summary of projects/programs to be transferred to other staff
members and begin notification to relevant parties of the pending re-assignment of programs to ensure a
smooth transition. For example, post the following on e-mail auto reply: “Due to a change in department
staffing, effective (date), please contact John Smith regarding the ABC Program.”
f.
Complete Travel Voucher for pending travel report.
2. SECURITY – On the effective date of separation, these items are to be completed:
a.
Collect department-issued building, office, and vehicle keys from employee, as applicable. Verify
employee has returned all university-issued keys to Physical Plant Work Control by obtaining from the
employee a copy of his/her Key Card reflecting all keys have been returned.
b.
Collect P-Card from employee, if applicable.
c.
Review and reset P-Card login credentials and verify documentation of P-Card purchases within the
current billing cycle.
d.
Submit notification of termination of signature authority to Procurement and Business Services with
effective date.
e.
Submit notification of termination of signature authority to Controller’s Office with effective date.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Business