Checklist for Employees Leaving the University

Question

I have resigned from my position, what do I need to do before I leave?

Answer

Before your last working day, please complete the following steps to ensure a smooth transition and protect university data.

Computer

  • Review and remove personal documents from your computer.
  • Transfer work-related documents to appropriate colleagues or your supervisor.
  • Return all university-issued equipment (laptop, desktop, peripherals) to IT Technicians.
    IT will securely wipe the system and prepare it for the next employee.

 

Email

  • Set an Out-of-Office Message:
    • Enable 1–2 weeks prior to your last day.
    • Include:
      • Your last working day.
      • The name and contact information of your replacement or supervisor.
      • A brief message directing inquiries appropriately.
  • Share important emails with your supervisor or designated colleague.
    Access to your mailbox will not be granted after departure.
  • Cancel or transfer recurring meetings you own.
  • change any relevant subscription/vendor/etc. contacts to supervisor or other designated employee

 

File Shares

  • Share documents in your “home” folder with the appropriate employee or team.

 

Microsoft Teams

  • If you are the owner of any Team Sites:
    • Add owner role for appropriate employee.
    • Leave Team.

 

Box

  • If you are the owner of any Box folders:
    • Transfer ownership to the appropriate employee.
    • Remove yourself from those folders.
  • Share any other files as needed and remove yourself from shared folders.
  • Delete unnecessary files.

 

OneDrive

  • Move relevant files to colleagues.
  • Remove unnecessary files.

 

DocuSign

  • Complete or transfer any pending DocuSign documents.
  • If you own DocuSign templates, share them with the appropriate employee.
  • Download signed documents to the correct location for team access.

 

Panopto

  • Transfer ownership to the appropriate employee.

 

Personal Devices

  • Remove all university business apps from personal devices.

 

Tip for Supervisors

Supervisors should verify completion of these steps before approving final clearance.

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