Ending Employment - Offboarding Checklist - Human Resources

A list of critical components that an Extension HR and ASU OHR should complete when an employee leaves the organization as part of the offboarding process.

Download Offboarding Checklist

Download Offboarding Workflow Diagram


Prior to Last Day

Extension HR

Follow instructions on the Exit Process KB;

Administrative Services Unit (ASU)

  • Work with employee to determine last day on payroll (Payroll & Benefits).
  • Calculate remaining accrued leave balance and inform employee.
  • If employee is going to work for another UW-System Institution or State Agency, work with that entity to ensure that leave balances transfer appropriately.
  • Process termination into HRS
  • Approve JEMS transaction
  • Forward notification to extensionnewhires@lists.wisc.edu.

Last Day

Extension HR

  • Work with supervisor to ensure that employee has completed necessary offboarding tasks.

After Last Day

Extension HR

  • Work with supervisor regarding next steps for vacancy (supervisor initiates this process).
  • Review exit survey feedback from departing employee.


  • Update HRS appropriately.


  • ETF will provide the departing employee with information on ending or continuation of benefits (COBRA).

If Employee is Supervisor

Extension HR

  • Work with employee's supervisor to determine who will be the new or temporary approver for all of the supervisees.
  • Update "Reports To" manager in PMDP for all supervisees.
  • Ensure employee has been removed from any relevant supervisor lists, as outlined in the Access Management KB.


  • Update TL Security in HRS to new or temporary time approver for all supervisees.
  • Update "Reports To" manager in HRS to new or temporary supervisor for all supervisees.
  • Generally updated twice: once to an interim supervisor and then to the replacement supervisor after a recruitment has been conducted.

KeywordsOffboarding Ending Employment Retirement Resignation Supervisor Employee OPA Ext HR ASU OHR Letter Exit Work Related Items Directory WiscLists Human Resources   Doc ID102944
OwnerNathaniel S.GroupExtension Handbook
Created2020-06-10 11:36:14Updated2024-04-03 10:19:22
SitesExtension Handbook
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