Help Desk - Leaving the University recommendations for HR/Managers/IT Support/Collaborators

The following checklist is available for Human Resources, managers, IT support, collaborators, and other roles to use with individuals leaving the University. A PDF version is also available for use.

Step 1: Determine which affected IT services were used by the departing individual.

• □ Office 365: https://email.wisc.edu/
• □ G Suite: https://apps.google.wisc.edu/
• □ Box: https://uwmadison.box.com/
• □ Qualtrics: https://uwmadison.qualtrics.com/

Step 2: Determine which files are owned by the departing individual within each applicable affected IT service.

• □ Office 365: coming soon
• □ G Suite: https://kb.wisc.edu/36590
• □ Box: https://go.wisc.edu/o3kdjf
• □ Qualtrics: https://go.wisc.edu/09gm16

Step 3: Transition University data from the departing individual’s UW-Madison account to a shared repository.

• □ Office 365: https://kb.wisc.edu/72684
• □ G Suite: https://kb.wisc.edu/36590
• □ Box: https://kb.wisc.edu/80045
• □ Qualtrics: https://kb.wisc.edu/80822

Step 4: Confirm permissions are removed from departing individual’s account after transitioning University data.

• □ Office 365: https://go.wisc.edu/54f067
• □ G Suite: https://go.wisc.edu/83508h
• □ Box: https://go.wisc.edu/jkqiix
• □ Qualtrics: https://go.wisc.edu/n0k3jf

What should I do before a UW-Madison faculty/staff/student leaves the University?

Below are recommended steps to take before an individual leaves UW-Madison.

Step 1: Determine which affected IT services were used by the departing individual.

• □ Office 365: Login
• □ G Suite: Login
• □ Box: Login
• □ Qualtrics: Login

Step 2: Determine which files are owned by the departing individual within each applicable affected IT service.

• □ Office 365: coming soon
• □ G Suite: Find G Suite files owned by an individual
• □ Box: Find Box files owned by an individual
• □ Qualtrics: View files owned by an individual

Step 3: Transition University data from the departing individual’s UW-Madison account to a shared repository.

• □ Office 365: Preserving organizational data due to a position change or retirement
• □ G Suite: Transfer G Suite data to another UW-Madison G Suite account
• □ Box: Transfer ownership of University Box data
• □ Qualtrics: Transfer ownership of University Qualtrics survey(s)

Step 4: Confirm permissions are removed from the departing individual’s account after transitioning University data.

• □ Office 365: Stop sharing OneDrive files/folders or change permissions
• □ G Suite: Change Team Drives member permission settings
• □ Box: Manage Box collaborators
• □ Qualtrics: Manage Qualtrics collaboration permission

What should I do if I don't know what IT services they are using?

• Ask the individual if they used one or more of the affected IT services during their appointment at UW-Madison.

• Reflect on what affected IT service(s) you used to collaborate with the departing individual.

• Contact the DoIT Help Desk. They may be able to provide a list of affected IT services that were used by the departing individual.

What should I do if I cannot access data stored in a former faculty/staff/student's UW-Madison account?

Can you contact the individual directly?

1. 1. Yes: If you are still in communication with the individual, you are encouraged to contact them to gain access to data stored in their UW-Madison account(s) for affected IT services.
   2. No: If you cannot get in touch with the individual and need access to their UW-Madison account(s) for affected IT services, you are encouraged to contact the DoIT Help Desk.

What happens if a former faculty/staff/student returns to UW-Madison? Is their account or data recovered?

If an individual returns to the UW-Madison and has questions about account or data recovery, they are encouraged to submit a ticket to the DoIT Help Desk. Their case will be vetted for recovery options, if possible.

Note: Account or data recovery is not guaranteed.

Human Resources/Managers

Important Links:

• Eligibility Timeline: Help Desk - Deactivation Timeline for Microsoft 365, Google Workspace, Zoom, Box, Qualtrics
• Notifications: Leaving the University - Deactivation Notifications for Microsoft 365, Google, Zoom, Box, and Qualtrics
• General Resources: Help Desk - Resources for Microsoft 365, Google, Zoom, Box, and Qualtrics Account Changes or Deactivations

You are encouraged to use a shared repository (e.g., Microsoft 365 Groups, G Suite Team Drives, Box Project Directories) to ensure continued access and appropriate permissions are set to access University data.

If you are a Human Resources representative or manager offboarding a retiring individual, please keep the following in mind:

Retirees

1. Individuals who retire from the University must apply for continuing IT services to continue their access to all affected IT services.
2. If the retiree's status is not updated to reflect their continued access to IT services, they will lose access to all affected IT services.
3. Learn more: Help Desk (Retiree without IT Services) - Steps to take before losing access to Microsoft 365, Google, Zoom, Box, and Qualtrics

Emeriti

1. Individuals who retire from the University must apply for emeriti status to continue their access to affected IT services.
2. If the retiree's status is not updated to reflect their emeritus status, they will lose access to all affected IT services.
3. If the retiree applied for emeritus status, is waiting for their status to change, and is receiving deactivation emails, HR is encouraged to contact the HelpDesk and request their case to be escalated for further assistance.
4. Learn more: Help Desk (Emeriti) - Steps to take before your access to Microsoft 365, Google, Zoom, Box, and Qualtrics changes

Collaborators

The timeframe when you, as a collaborator, will lose access to the departing individual's files will depend on the service:

• Microsoft 365: Lose access 30 days after their status changes to indicate they are no longer with the University

• G Suite: Lose access 270 days into the deactivation cycle

• Box: Lose access 90 days into the deactivation cycle (co-owners will lose access too)

• Qualtrics: Lose access 270 days into the deactivation cycle

If you lose access to files, please contact the DoIT Help Desk.

Reminder: As a preventative measure, you are encouraged to follow the steps provided in the table above before the individual leaves to ensure continued access to shared files.

Note: Account or data recovery is not guaranteed.

1. Use shared repositories to store UW-Madison data (e.g., Microsoft 365 Groups, G Suite Shared drives, Box Project Directories).
   • This reduces risk of losing access to shared files.
   • This prevents unauthorized individuals from accessing University data.
2. Remove departing individuals from your Microsoft 365 Groups.
   •  Individuals who retain access to Microsoft 365 email and calendar after they leave the University (e.g., Former Students, Emeriti, Retirees with IT services) will continue to have access to Microsoft 365 Groups.
   • Microsoft 365 Groups will allow these individduals to continue to have access to Microsoft 365 Group's OneDrive data.
   • If you do not want them to continue to have access to your Microsoft 365 Group's OneDrive data, you are encouraged to remove them from your group.
   • Learn how to remove a member from your Microsoft 365 Group.
   • Reminder: Departing Faculty/Staff will lose complete access to all affected IT services. Former students, Emeriti, and Retirees with IT services will lose complete access to Box and Qualtrics.
3. Inform departing individuals to do the following:
   1.  Transition ownership of files to a shared repository or to another individual.
   2. Set an out-of-office message.
   3. Avoid forwarding their UW-Madison Microsoft 365 email to a third-party email service provider (e.g., Gmail, AOL, Yahoo, Hotmail). Forwarding email may result in failed delivery and/or quarantined messages. Learn more.