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Employee Exit & Transfer Form

To be completed by the employee's Department Head, Supervisor or Authorized Signatory

Link to Employee Exit & Transfer Policy and Instructions

TYPE of EXIT
Select the type of exit:
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Submitted by:




EXITING EMPLOYEES INFORMATION:












IS DEPARTING EMPLOYEE A SUPERVISOR:*
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If yes, for purposes of continuity please complete the following. Add the name , email and telephone number of the individual who will assume responsibility of the previous incumbent direct reports time and attendence approval.




EMPLOYEE ROLE
Role:*
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Full time/Part time:*
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Benefitted/Non-Benefitted:*
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COMPUTER APPLICATIONS AND SECURITY

Email Accounts will be deactivated when the employee terminates. There is a 30 day disabled period where the "Out of Office" notification works. Please ensure there is a message informing the sender that the employee no longer works at UMass Boston and include the name of the person they can follow up with, as appropriate.

Is it necessary for university business to keep this email account active?*
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Retirees:

Retired faculty will default to "Email for Life."
Retired staff may keep Email for Life as well per request. If requested, insert all 9s: MM/DD/YYYY

In accordance with the University's Data and Computing Standards, University system accounts and access will be DEACTIVATED for exiting employees effective on the last working date.

EXCEPTION: Is it necessary for university business to keep some system access for a limited time?*
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Select all that apply if requesting an extension:*
DEACTIVATION DATE
APPLICATION/SYSTEM
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DEPARTMENT HEAD CHECKLIST

Department Head and/or supervisor must confirm whether the employee has the following and collect before the Last Working Date.
All items should be returned to the following departments noted.

Letter of resignation (if applicable):* (attach to ePAF)
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Employee ID Card:* (return to Human Resources or Access Control)
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Procard:* (return to Procurement)
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Mobile Device:* (return to IT Communications & Infrastructure)
If applicable, employee should sign out of all apps that are downloaded on the iphone, i.e., iTunes, Skype, etc. and/or erase all contents on the phone.
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Office/Department keys:* (return to Facilities Department)
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Key access card:* (return to the Access Control office or Campus Center)
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UMB equipment (i.e., Laptop, Desktop, etc):* (Department Head retains equipment)
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UMass Business Cards:* (Department Head collects and destroys business cards)
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Other:
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Plan for knowledge and skills transfer. Remove/cancel access to departmental database(s) or system(s), file share(s) (if applicable). Hand-off documentation & on-going projects, secure confidential materials, change voicemail and email message (i.e, out of office, new contact person) etc.*
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EMPLOYEE NOTIFICATIONS

Employee must ensure there are no outstanding obligations to the University.

Inform employee to contact the Controller's Office to clear any outstanding travel issues and other outstanding bills.*
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Parking passes will be deactivated based on the last working date listed on this form. To cancel parking pass before this date, please contact Transportation Services.*
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Inform employee to Contact Human Resources for benefits/unemployment information, update contact information, cancel or update direct deposit information.*
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Inform employee to return all library books and materials to library.*
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Comments


Thank you for participating in this very important process

Following are a list of departments that are immediatly notified when an employee Exits or Transfers to another department:

Office of Budget and Financial Planning, Bursar's Office, Campus Center Operations, Access Control, CAPS, CNHS, Controller's Office, CSR, ELC, Emergency Management, Facilities, Healey Library, Human Resources, Institute for Community Inclusion, IT Application Services, IT Communication & Infrastructre, MGS- Deans OIffice, Office of Research and Sponsored Programs, Parking, Procurement, Property, Office of the Provost, Publications, Recieving, Registrar's Office, Space & Planning, Office of VCAF and IT Service Desk.