Exit Checklist

This checklist is for IST/OCIO managers to use when an employee is leaving their position. If separation is involuntary, please contact our CSS HR partner Carole Salerno at clsalerno@berkeley.edu

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Supervisor / Manager:	Plan complete work turnover. Notify the IST admin support team and copy your Department Budget Officer providing last day or separation date. -- include a copy of the resignation letter and/or email -- Notify Brett Bibeau of the BEM Team ( ist-access@lists.berkeley.edu) -- Notify Margarita Zeglin (mzeglin@berkeley.edu) providing last day or separation date to schedule exit interview with the AVC/CIO. Collect any UCB issued keys, property or equipment from employee. Remove passwords and security on issued cell phones. Complete account access changes/deletions: CalNet ID, CalMail, SHIPS/d, Active Directory, etc. Ensure that all passwords are removed from desk phone. Remove business systems access through SARA and other system access. Remind employee to pick up final pay check. BRS/Payroll will provide instructions to the separating employee. If employee is not at work for the exit meeting, contact the employee to make arrangements for pickup or delivery of personal items.
IST Admin Team	Submit a BRS/HR ticket with name, employee ID and effective date of separation. Include a copy of the resignation letter. If enrolled in DMV Pull, ensure that the deletion of driver request form is submitted by BRS.
Separating Employee:	At least 1 day before or on last day of work (may not be the actual separation date): Return all campus keys, access cards, cell phones, laptop, radio, etc. Remove all personal items from desk/office (including books, CDs, pictures, food items). Reset password on desk phone and remove password on cellphone. If you have a DocuSign account, email our Data Proprietor (Liz Marsh at lizm@berkeley.edu) and DocuSign Administrator (Stephanie Dunn ssorensen@berkeley.edu) to ensure your system access is revoked. On last day of work: Pick up final paycheck based on instructions from the BRS/Payroll office if paper check is preferred. Direct Deposit is preferred.
BRS - Berkeley Regional Services (Formerly CSS):	1-2 weeks before the end date: Terminate job record in UCPATH. Update personnel/medical file. Notify UCPD of separating employee.
BRS Payroll Team:	Process 72-hour payroll separation check request form. Prepare the final paycheck for pick up from the campus Payroll Office. Direct Deposit is also an option. Notify the hiring supervisor/employee before employee’s last day when check is ready for pick up (if applicable). Give final check (if applicable) to separating employee with explanation of termination pay including what happens to their vacation and sick balances.
Building and Equipment Management:	Remove mailbox, cubicle nameplates and emergency pack. Collect access cards, keys.
HR/Administrative Support:	Remove separating employee from staff directory, org chart, email lists, group list. If separating employee is a supervisor, update supervisor info for direct reports. Schedule an exit interview with the AVC/CIO (via Margarita Zeglin).