Get Termination Or Transfer Checklist Termination Manager ... - Hr Duke

Filling out the termination or transfer checklist is an essential step for both managers and staff members involved in personnel changes at Duke. This guide will walk you through each part of the form, ensuring that all necessary information is provided accurately and efficiently.

Follow the steps to complete the checklist seamlessly.

1. Press the ‘Get Form’ button to obtain the form and open it in your browser's editor.
2. Begin by entering the staff member's name in the designated field to clearly identify who the checklist pertains to.
3. Input the effective date of termination or transfer, ensuring that this reflects the actual date when the personnel change takes effect.
4. Specify the current department of the staff member to maintain accurate records and ensure proper communication.
5. Indicate whether this is a transfer or termination by selecting the appropriate checkbox.
6. Complete the forwarding/department address field to ensure all future correspondence is directed correctly.
7. For terminations, the manager must carry out necessary actions including canceling access codes, obtaining a forwarding address, and processing termination forms.
8. For transfers, the manager needs to conduct performance evaluations and open requisitions for replacement supervisors.
9. Remind the staff member to clean their personal devices of any sensitive Duke information, ensuring compliance with privacy policies.
10. Ensure all Duke property is returned. This includes IDs, parking permits, and any electronic devices as outlined in the checklist.
11. Finalize the document by securing signatures from both the manager and the employee to confirm that all responsibilities have been acknowledged.
12. After filling out all required sections, you can save changes, download, print, or share the completed form as necessary.

Complete your termination or transfer checklist online today to ensure a smooth transition!