{"id":22426,"date":"2020-12-15T20:14:23","date_gmt":"2020-12-16T04:14:23","guid":{"rendered":"http:\/\/policies.wsu.edu\/prf\/?page_id=22426"},"modified":"2025-12-09T13:17:50","modified_gmt":"2025-12-09T21:17:50","slug":"bppm-60-74","status":"publish","type":"page","link":"https:\/\/policies.wsu.edu\/prf\/index\/manuals\/business-policies-and-procedures-manual\/bppm-60-74\/","title":{"rendered":"60.74 Employee Departure Procedures"},"content":{"rendered":"\n

University Policies and Procedures Manual (previously Business Policies and Procedures Manual)<\/h1>\n\n\n\n

Employee Departure Procedures<\/h2>\n\n\n
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UPPM 60.74<\/strong><\/p>\n

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Form:  Departure Checklist<\/a><\/p>\n

Overview<\/h3>\n

When an employee resigns, retires, dies, or is otherwise separated from employment at the University, the employing department is responsible for ensuring that all applicable personnel, payroll, computing, financial, facility, property, and safety-related procedures are completed.<\/p>\n

In order to facilitate this process, departments are to document the completion of required items, either by using the Departure Checklist included with this section or a departmental checkout document. The Departure Checklist includes items that are to be completed prior to or immediately after the departure of an individual from department or University employment.<\/p>\n

This list is not all inclusive and a department may have additional requirements. The department attaches notation of the completion of any additional departure requirement to the Departure Checklist or includes the information on a departmental checkout document.<\/p>\n

Responsibility<\/h4>\n

The employee’s supervisor is responsible for completing and\/or reviewing each of the applicable departure items. In some departments, the department’s personnel officer is responsible for completing the personnel\/payroll departure items, e.g., personnel actions, time and absence calendars (see Personnel\/Payroll)<\/a>.<\/p>\n

Form Completion and Approval<\/h4>\n

To ensure that all departure procedures are completed, the supervisor enters the date each item is completed on the Departure Checklist.<\/p>\n

The supervisor, and the departing employee, when applicable, sign the completed Departure Checklist.<\/p>\n

Retention<\/h4>\n

The department retains the completed checklist in the department’s employee file. See UPPM 90.01<\/a> for retention requirements.<\/p>\n

Checklist Items<\/h3>\n

Items to be completed by the department or the employee at the employee’s departure are listed below by category. Note:<\/strong> Depending on the employee’s responsibilities, only some of these items may be applicable.<\/p>\n

Leaving the Department<\/h4>\n

If the employee is leaving the department, but remaining a University employee, the department completes only<\/em> the items indicated in Part A<\/a> (below).<\/p>\n

Leaving the University<\/h4>\n

If the employee is leaving the University, the department completes the items indicated in Part A and also<\/em> completes the items indicated in Part B<\/a> (below).<\/p>\n

Principal Investigator Leaving<\/h4>\n

If the employee leaving the University is a principal investigator (PI), the department completes the items indicated in Part A, Part B, and<\/em> Part C<\/a> (below). A principal investigator is defined as the senior member of a research team, i.e., the individual with primary responsibility for the design and conduct of a research study.<\/p>\n

<\/a>Part A<\/h4>\n

The department completes the items in Part A if the employee is leaving the department, but remaining a University employee.<\/p>\n

<\/a>Personnel\/Payroll<\/h5>\n

Complete the following steps related to personnel and payroll:<\/p>\n