Topics Map > Employee Handbook > Ending Employment > Offboarding Checklists

Ending Employment - Offboarding Checklist - Administrative Support

A list of critical components that Extension administrative support staff should complete when an employee leaves the organization as part of the offboarding process.

Click Here to Download Offboarding Checklist

 

Prior to Last Day

Send Exit Letter

Background

  • Once the resignation letter is reviewed and approved by the supervisor, the employee will be sent an Exit Letter by their Administrative Support staff.
  • The Exit Letter contains important information and a link to steps to take if they are leaving the Division of Extension.

Instructions

  1. Create a copy of the exit letter template.
  2. Determine if the supervisor would like to add any custom language to the exit letter.
  3. Email the updated exit letter to the employee who is resigning/retiring.
    • Make sure to Cc the following groups:
      • Supervisor
      • hr@extension.wisc.edu
      • asu.exthr@ohr.wisc.edu 
      • Relevant OFS Employee(s) (e.g. Financial Manager)
      • State Program Area Office (e.g. Departmental Administrative Support, Program Manager, Institute Director, Associate Dean)

Get Help

For question related to the exit letter or offboarding process, email hr@extension.wisc.edu.

After Last Day

Remove Employee from Extension Directory

Background

Each employee should have an entry in the Extension Directory. Their data manager will need to remove their entry after their termination date in HRS.

Instructions

  1. Determine the employee’s termination date in HRS.
  2. Create a calendar reminder to remove the employee from the directory after their final day.
  3. Delete the employee’s appointment record(s) first.
  4. Delete the employee’s person record second.

Get Help

For questions related to removing an individual employee from the directory, please contact hr@extension.wisc.edu

Remove Employee from Email Lists

Background

  • If the employee is a member of any WiscList that are owned and managed by administrative support staff; or
  • If the employee is a member of any “manual affiliate” groups in Manifest that are owned and managed by administrative support staff.
  • They will need to be removed from these email lists.

Instructions

  1. Determine if the employee is a member of any WiscList that you own and manage. Remove them from the list.
  2. Determine if the employee is a “manual affiliate” of any Manifest groups. Remove them from the list.

Get Help

  • For questions related to removing an individual employee from manifest groups, please contact hr@extension.wisc.edu.
  • For questions related to removing an individual employee from WiscList, please contact help@doit.wisc.edu.




Keywords:Offboarding Ending Employment Retirement Resignation Supervisor Employee OPA Ext HR ASU OHR Letter Exit Work Related Items Directory WiscLists Human Resources   Doc ID:102943
Owner:Nathaniel S.Group:Extension Employee Handbook
Created:2020-06-10 10:35 CSTUpdated:2021-10-19 12:56 CST
Sites:Extension Employee Handbook
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