Overview
Retirements, resignations, and contract end. Official requests are received from HR once a month in the cases of retirements and resignations, however departments can request removals of departmental share drive access and budget codes for printing, to be completed on the employees last day of work.
Information Required
Please submit the following information for the employee into the Submit Employee Offboarding Request form:
- First and last name
- Employee number
- Department
- Job title
- Expiration date of account (last day required)
- Network group share (S:) access to be removed
- Departmental (G:) drive access to be removed
- Budget code (for Print/Copy) to be removed
- Phone number of UFV cellular mobile device (if applicable). Collect or advise where to switch billing to.
- Computer, laptop, or mobile device workstation ID number. Collect or advise where device is being reallocated to.
- If third party access is required for the departing employee accounts by a department or manager, this additional information will also be requested:
- Name of requester
- Name of employee/s who will be allowed access to the accounts
- Job Title of accessor/s
- Reason:
- What accounts to be accessed, email, voice mail or network file share
- Telephone local # of account to be accessed
- Start date of access
- End date of access
- Ensure as requester you have authorization to request on behalf of accessor. Authorized requester:
- Director, Departmental Assistant, an Administrative Assistant e.g. Executive Assistant, Program Assistant etc., or as authorized by Director.
- VP or Dean, or Administrative Assistant as authorized by VP or Dean
- Instructional department head, Manager
- Employees on the Exceptions List (internal list maintained by IT Services)
Once the account access is removed, the IT Service Desk will notify the requester it has been completed.
Service Catalogue Entry
Service Name |
Employee offboarding |
Service Users |
Faculty, Staff |
Description |
Offboard an employee (retirement, resignation, and contract end) |
Features |
Active Directory,
myUFV,
Email,
Shared drive,
Phone,
Campus Card**,
Banner Account**,
Workstation Refresh (if required),
Software License Revoking (if required),
Computers, Software, and Printing Account,
Mobile Device Return (if required),
Parking pass** |
Category |
Accounts and Access |
Sub Category |
Employee Accounts |
Supporting Services |
Active Directory,
myUFV,
Email,
Shared drive,
Phone,
Campus Card**,
Banner Account**,
Workstation Refresh (if required),
Software License Revoking (if required),
Computers, Software, and Printing Account,
Mobile Device Return (if required),
Parking pass** |
Service Owner |
CIO |
Business Owner |
Director, HR & Staff Relations |
Authorized Requestors |
Director, Department Assistant
Administrative Assistant
Executive Assistant
Program Assistant
VP or Dean, Administrative Assistant as authorized by VP or Dean
Instructional Department Head
Manager, Human Resources |
Request Process |
Authorized user submits request via form in the IT Services Portal.
Ticket assigned to service desk.
Tasks assigned to responsible groups. |
Approval Requirement/Process |
As per detailed processes. |
Requirements and Pre-requisites |
Information:
- Offboarding date
- Type of offboarding (e.g., retirement, resignation, and contract end)
|
Turnaround Time for New Requests
|
5 business days
|
Requester Responsibility |
Follow the policies, processes, and procedures as maintained by HR |
Support Hours |
IT Service Desk business hours |
Hours of Availability/Planned Downtime |
24/7 |
Support Process |
Contact the IT Service Desk, Check the ticket status in the Online Portal |
Support Owner |
Service Delivery Manager |
Support Documentation |
Online portal Knowledge Base |
Customer Costs |
N/A |