Exit Checklist for Staff
Bridget Fields, Employee Experience Program Manager
Manager Steps for Separating an Employee
- Notify Bridget Fields and Ashley Zingo that the employee will be resigning or retiring.
- Submit the separation in Personnel Actions for temps and students,
- Bridget will handle all separations for part-time and full-time staff.
- Schedule an exit conversation with the employee.
- The Dean's Office will also conduct exit surveys and/or exit interviews.
- Complete the Employee Asset/Inventory Checklist
Exit Conversation
Managers are encouraged to have a conversation with employees if they are retiring or have chosen to voluntarily resign. It is an opportunity to ask for feedback in order to take a deeper look at your workplace culture, day-to-day processes, and employee morale. These conversations can help build a stronger culture, help us improve our work environment, and provides managers with helpful feedback in their managing style. Below are some helpful questions for the Exit Conversation.
- Tell me more about why you are leaving Notre Dame/Department (if not retiring)?
- What did you like most about working at Notre Dame/Department?
- Do you have any changes or suggestions that would benefit our department?
Employee Asset/Inventory Checklist
Parking & Transportation Assets & Access
Collect Parking Permit/Tag/Passes and Return to Parking Services (if leaving the University)
Facility Assets & Access
- Collect Notre Dame ID Card (if leaving the University and turn into Campus Card Office)
- Remove Building Access (if leaving the University, remove through AIM)
- Collect Keys (Building, Office, File Cabinets)
- Ensure the employee has cleared out their desk
Information Technology
- Create email out-of-office response
- Forward Email to another Email Address (Instructions here)
- Update Contact Information in order to receive W2 through InsideND
- Collect Laptop, power adapter, bag
- Collect Mobile Devices (phone/tablet)
- Collect Notre Dame ProCard/Credit Card/Travel Cards
- Remove Department Specific IT System Access
- Filemaker Pro, OnBase, Personnel Actions, etc.
- Remove Google Drive & Folder Access
Related Links
Separation or Transfer Manager's Guide