1. Employee Exit and Transfer Policy

2. Applicable to: To all employees of the university including Benefitted and Non-Benefitted employees. It also applies to undergraduate and graduate student employees who have access to university equipment, office(s), systems, etc. The department head is responsible to facilitate a smooth transition for the exiting employee. Ensure knowledge and skills transfer, and safeguard the assets and the resources of the university.

3. Employee Exit and Transfer Policy There are two important forms which must be completed: Employee Exit and Transfer Form and ePersonnel Action Form. These forms should be completed and submitted electronically at least two (2) weeks before the last date on payroll or as soon as reasonably possible.

4. Employee Exit and Transfer Policy The exit form is issued to key UMB departments which include: Contracts and Compliance (Procard and Property), Facilities, IT, Controller’s Office, Human Resources, Library, Budget, Campus Services, ORSP, Public Safety, Academic Affairs and Assistant Deans.

5. Employee Exit and Transfer Policy All exiting and transferring employees are offered an opportunity to complete an employee exit survey and have an exit interview with Human Resources. Once the Employee Exit & Transfer Form is submitted: ●Human Resources emails the Employee Exit Survey ●The employee may sign the survey or remain anonymous. ●The employee may also request an exit interview with a member of the HR staff as part of the survey.

6. Employee Exit and Transfer Policy Department Heads mare responsible for collecting all UMass Boston property to including but not limited to: Keys and/or key access cards Mobile phone, Computer and/or laptop, University Procard, University ID, Uniforms (if applicable) Ensure knowledge and skills transfer.

7. Employee Exit and Transfer Policy Key Departments are responsible for deactivating university security access including but not limited to: Human Resources (PeopleSoft, Summit, WISER) Email (excluding transfers within UMass Boston and UMass Boston retirees), Shared groups and/or personal drives, WebCT Access Records Retention Custodian ServiceNow

8. Employee Exit and Transfer Policy Prior to the employees last working day, the Department Head must inform the employee to: Contact the Controller’s Office to clear any outstanding travel issues and other outstanding bills. Contact Parking & Transportation regarding Parking Pass Return all library books and materials to the Library. Contact Human Resources to: Update and/or leave contact information Update insurance conversion and/or benefits continuation. Cancel or update Direct Deposit NOTE: When transferring to another department with UMass Boston, the new Department Head or supervisor must initiate all requests for new equipment, keys, and security access.

9. Employee Exit and Transfer Policy There are two bi-weekly confirmation reports issued to key offices after the Personnel Action Form has been executed and processed in the Human Resources system; the Employee Termination Report the Employee Transfer Report

10. Employee Exit and Transfer Policy Subgroup to Review this policy Volunteers?

11. Questions?