Employee Separation Checklist

While this checklist provides critical information to help you separate, the Preparing for Separation from the University Journey in Workday is more comprehensive. To access the Journey, log in to Workday, select Personal on the left side of the home page, then Journeys. This Journey should be taken prior to separation to assist with considerations for planning and required steps.  

Please contact your department HR representative or your supervisor with any questions. Additional departmental steps may be necessary before separation.

Pre-Separation

*Follow only those items that apply.

1. Submit a Letter of Resignation/Retirement
   • Retirement Checklist (if applicable)
2. Timesheets - Make sure all your timesheets are up to date in Workday.
3. Update Employee Information in Workday - Verify that your address, e-mail and phone number are up to date.
4. COBRA Insurance - You will receive a COBRA Election Notice and Application from Voya after your insurance ends.
5. What happens to your accrued leave
   • Annual Leave (Vacation)
     • Defer your unused annual leave payment into retirement savings
       • Annual Leave Defferal Purchase/Change Agreement (Online) – must be submitted to the Human Resource Service Center no later than your final day of employment
   • Floating Holiday & Holiday Schedule
   • Sick Leave
   • Donating unused sick leave to the Sick Leave Pool or Family Leave Pool
6. Transferring to another institution of higher education or state agency - Please ensure that you forward that agency's state transfer form to HR Portal.
7. Parking
   • Return hang tag and/or garage cards to Parking and Transportation Services (PTS)
   • Pay any outstanding tickets or fines that you have
   • Retrieve any refunds due to you for pre-paid parking from PTS
8. Recreational Sports Membership - RecSports items need to be cancelled.

Last Day (Return Items)

1. Keys - This includes your desk, file cabinet, office, building and vehicle keys.
2. Access Cards
3. Uniforms
4. Tools and Equipment
5. Identification Card
6. Long Distance Card
7. Mobile Devices
8. Laptop/Computer
9. University Records
10. Departmental Parking Tags/Cards
11. Credit Cards
12. Pro Card
13. Business Cards