Get Separation Checklist - Oakland University - Oakland

The Separation Checklist is an essential tool designed to assist supervisors and employees during the separation process from Oakland University. This guide outlines the necessary steps to complete the checklist effectively and ensure a smooth transition for both parties involved.

Follow the steps to complete the Separation Checklist online.

1. Press the ‘Get Form’ button to access the Separation Checklist and open it in your preferred editor.
2. Begin by filling in the department name where the separation will take place.
3. Next, enter the employee's name and their separation date.
4. Move on to the 'Upon Notice' section, where you should check off each completed item, marking the date of completion alongside: obtaining a resignation letter, notifying UHR Personnel Records, completing necessary forms, informing the employee about their exit interview, reconciling vacation balances, notifying about benefits continuation, preparing hiring processes, and reconciling outstanding department expenses.
5. For the 'Last Day' section, ensure to check off the completed items regarding the employee's forwarding address, return of University property, updating voicemail and email lists, adjusting the organization chart, changing access codes, removing signature authority, completing time entries, cleaning files, and ensuring compliance regarding visa status if applicable.
6. Lastly, both the supervisor and employee must sign the checklist, acknowledging accuracy and the return of all University property. Retain the completed checklist in your department for records.

Complete your Separation Checklist online today to ensure a smooth separation process.