{"id":26971,"date":"2025-10-06T13:55:58","date_gmt":"2025-10-06T17:55:58","guid":{"rendered":"https:\/\/carleton.ca\/hr\/?page_id=26971"},"modified":"2026-03-23T08:21:59","modified_gmt":"2026-03-23T12:21:59","slug":"offboarding","status":"publish","type":"page","link":"https:\/\/carleton.ca\/hr\/offboarding\/","title":{"rendered":"Offboarding"},"content":{"rendered":"\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n            <div class=\"cu-textmedia flex flex-col lg:flex-row mx-auto gap-6 md:gap-10 my-6 md:my-12 first:mt-0 max-w-5xl\">\n        <div class=\"justify-start cu-textmedia-content cu-prose-first-last\" style=\"flex: 0 0 100%;\">\n            <header class=\"font-light prose-xl cu-pageheader md:prose-2xl cu-component-updated cu-prose-first-last\">\n                                    <h1 class=\"cu-prose-first-last font-semibold !mt-2 mb-4 md:mb-6 relative after:absolute after:h-px after:bottom-0 after:bg-cu-red after:left-px text-3xl md:text-4xl lg:text-5xl lg:leading-[3.5rem] pb-5 after:w-10 text-cu-black-700 not-prose\">\n                        Offboarding\n                    <\/h1>\n                \n                                \n                            <\/header>\n\n                    <\/div>\n\n            <\/div>\n\n    <\/div>\n<\/section>\n\n\n\n<p><\/p>\n\n\n\n<h2 id=\"overview\" class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p>This page provides information and resources on Carleton&#8217;s Offboarding program for managers, leaders, and employees.<\/p>\n\n\n\n<p>The offboarding process serves as a structured and strategic approach to transitioning an employee out of Carleton University. Its primary purpose is to ensure a smooth and respectful departure that protects the interests of both the employee and the organization. This process includes key steps such as knowledge transfer, revocation of access to systems, and return of organizational property. By handling these elements in a coordinated manner, Carleton can maintain security, comply with legal requirements, and minimize operational disruption.<\/p>\n\n\n\n<p>Please review our <strong>Offboarding Checklist<\/strong> and <strong>Knowledge Capture and Transfer Worksheet<\/strong>&nbsp; to assist you.<\/p>\n\n\n\n    \n\n\n                                                                                                                                                                                                                                                                                                                                                        \n\n\n\n<section class=\"w-screen px-6 cu-section cu-section--white cu-section--cards ml-offset-center md:px-8 lg:px-14\" data-attributes=\"&#x7B;&quot;numberOfPosts&quot;&#x3A;2,&quot;blockType&quot;&#x3A;&quot;cards&quot;,&quot;contentType&quot;&#x3A;&quot;cu_file&quot;,&quot;currentPage&quot;&#x3A;1,&quot;blockBackground&quot;&#x3A;&quot;white&quot;,&quot;numberOfColumns&quot;&#x3A;3,&quot;showAllPosts&quot;&#x3A;false,&quot;order&quot;&#x3A;&quot;ASC&quot;,&quot;orderBy&quot;&#x3A;&quot;title&quot;,&quot;moreButton&quot;&#x3A;&quot;none&quot;,&quot;showFilter&quot;&#x3A;false,&quot;taxName&quot;&#x3A;&quot;cu_file_type&quot;,&quot;categories&quot;&#x3A;&quot;276&quot;,&quot;tags&quot;&#x3A;&quot;&quot;&#x7D;\" data-page=\"2\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n                \n                \n        <div class=\"cu-loading hidden text-center mx-auto h-6 w-6 animate-spin rounded-full border-4 border-solid border-current border-r-transparent align-[-0.125em] motion-reduce:animate-[spin_1.5s_linear_infinite]\" role=\"status\">\n    <span class=\"!absolute !-m-px !h-px !w-px !overflow-hidden !whitespace-nowrap !border-0 !p-0 ![clip:rect(0,0,0,0)]\">\n        Loading&#8230;\n    <\/span>\n<\/div>\n\n                                        \n        <p class=\"cu-no-posts hidden\">\n            No\n            file\n\n            posts are available.\n        <\/p>\n\n                <div class=\"cu-column cu-component not-contained mx-auto grid max-w-5xl md:grid-cols-3 gap-6 md:gap-10\">\n                        \n                    \n    \n    \n<div class=\"not-prose cu-card rounded-lg @container md:max-w-lg flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100 \">\n    <figure class=\"flex items-center justify-center w-10 h-10 mx-6 mt-6 mb-2 overflow-hidden \">\n        <img decoding=\"async\" src=\"https:\/\/cdn.carleton.ca\/rds\/assets\/font-awesome\/file-pdf.svg\" alt=\"An icon of a saxophone\" class=\"cu-icon-thumb \" style=\"filter: invert(20%) sepia(50%) saturate(7177%) hue-rotate(348deg) brightness(91%) contrast(100%);\"><\/figure>\n\n        \n            <header class=\"flex flex-col gap-3  px-6 text-left first:mt-6\">\n                \n        \n    \n    <h2 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n        Knowledge Capture and Transfer\n    <\/h2>\n\n            <\/header>\n\n\n        <div class=\"flex flex-col px-6 text-left\">\n            <p class=\"text-base text-cu-black-700\">\n                \n            <\/p>\n        <\/div>\n        <footer class=\"px-6 pt-3 mt-auto md:pt-5\">\n            <a href=\"https:\/\/carleton.ca\/hr\/wp-content\/uploads\/sites\/16\/2025\/10\/Knowledge-Creation-and-Transfer-July-2025.pdf\" class=\"cu-button cu-button--red cu-button--small\">\n                Download\n                <span class=\"sr-only\">\n                    Knowledge Capture and Transfer\n                <\/span>\n            <\/a>\n        <\/footer>\n    <\/div>\n    \n            \n                    \n    \n    \n<div class=\"not-prose cu-card rounded-lg @container md:max-w-lg flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100 \">\n    <figure class=\"flex items-center justify-center w-10 h-10 mx-6 mt-6 mb-2 overflow-hidden \">\n        <img decoding=\"async\" src=\"https:\/\/cdn.carleton.ca\/rds\/assets\/font-awesome\/file-pdf.svg\" alt=\"An icon of a saxophone\" class=\"cu-icon-thumb \" style=\"filter: invert(20%) sepia(50%) saturate(7177%) hue-rotate(348deg) brightness(91%) contrast(100%);\"><\/figure>\n\n        \n            <header class=\"flex flex-col gap-3  px-6 text-left first:mt-6\">\n                \n        \n    \n    <h2 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n        Offboarding Checklist\n    <\/h2>\n\n            <\/header>\n\n\n        <div class=\"flex flex-col px-6 text-left\">\n            <p class=\"text-base text-cu-black-700\">\n                \n            <\/p>\n        <\/div>\n        <footer class=\"px-6 pt-3 mt-auto md:pt-5\">\n            <a href=\"https:\/\/carleton.ca\/hr\/wp-content\/uploads\/sites\/16\/2025\/10\/Offboarding-Checklist-August-2025.pdf\" class=\"cu-button cu-button--red cu-button--small\">\n                Download\n                <span class=\"sr-only\">\n                    Offboarding Checklist\n                <\/span>\n            <\/a>\n        <\/footer>\n    <\/div>\n    \n                    \n        <\/div>\n        \n                                    \n    <\/div>\n<\/section>\n\n\n\n<h2 id=\"offboarding-timeline\" class=\"wp-block-heading\">Offboarding Timeline<\/h2>\n\n\n\n<h3 id=\"upon-notification-of-departure\" class=\"wp-block-heading\">Upon Notification of Departure<\/h3>\n\n\n\n<p><strong>**<\/strong>Timelines are designed for those retiring and may need to be accelerated depending on the length of time between notification and departure date.<\/p>\n\n\n\n<h4 id=\"shared-responsibility-employee-manager\" class=\"wp-block-heading\">Shared Responsibility &#8211; Employee\/Manager<\/h4>\n\n\n\n<p><em><strong>Initiate Knowledge Creation and Transfer Worksheet<\/strong><\/em><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Develop a plan to document critical knowledge, skills, and responsibilities\n<ul class=\"wp-block-list\">\n<li>Transition plan and handover duties<\/li>\n\n\n\n<li>Who will take on these responsibilities?<\/li>\n\n\n\n<li>What training is required?<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Create a centralized knowledge repository for documentation within MSTeams\n<ul class=\"wp-block-list\">\n<li>Update or create current documentation<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Review of System Access (i.e. Financial Systems, Banner)\n<ul class=\"wp-block-list\">\n<li>Store for future reference<\/li>\n\n\n\n<li>Contact ITS or Financial Systems (as required)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Commence Administrative Access Changes\n<ul class=\"wp-block-list\">\n<li>Identify any administrative access (i.e. subscriptions, social media, software, Teams sites, Jira groups, shared mailboxes, Outlook groups)<\/li>\n\n\n\n<li>Transfer administrative rights, change passwords, transfer desktop phone<\/li>\n\n\n\n<li>Contact ITS (as required)<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p><em><strong>Initiate Records Management &#8211; the transfer of information, data, and files<\/strong><\/em><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Review <a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/RM-OffBoarding-Checklist-v2.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Records Management Offboarding Checklist<\/a><\/li>\n\n\n\n<li>Contact Records Management for assistance<\/li>\n<\/ol>\n\n\n\n<p><em><strong>Review of Employee-held Carleton Equipment<\/strong><\/em><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Identify what needs to be returned<\/li>\n\n\n\n<li>Types of equipment for consideration: Computer, laptop, keyboard, mouse, headsets, monitors, web cam, uniforms<\/li>\n<\/ol>\n\n\n\n<h4 id=\"management-responsibilities\" class=\"wp-block-heading\">Management Responsibilities<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Contact ITS if approving cell phone and\/or cell phone line transfer to employee<\/li>\n<\/ol>\n\n\n\n<h3 id=\"one-month-before-departure-date\" class=\"wp-block-heading\">One Month Before Departure Date<\/h3>\n\n\n\n<h4 id=\"employee-responsibilities\" class=\"wp-block-heading\">Employee Responsibilities<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Submit annual leave requests<\/li>\n\n\n\n<li>Stop using Pcard, ECard, and Amex<\/li>\n\n\n\n<li>Reconcile PCard, ECard, and Amex transactions<\/li>\n\n\n\n<li>Approve any outstanding requests (as required)<\/li>\n\n\n\n<li>Remove personal information form laptop and phone\n<ul class=\"wp-block-list\">\n<li><strong>*This information will not be available after your departure.<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Review <a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/RM-OffBoarding-Checklist-v2.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Records Management Offboarding Checklist<\/a>\n<ul class=\"wp-block-list\">\n<li>Transfer information, data, and records<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Provide status updates to your manager<\/li>\n<\/ol>\n\n\n\n<p><strong>*Additional Resources:<\/strong> <a href=\"https:\/\/carleton.ca\/procurement\/pcard-procedures\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/carleton.ca\/procurement\/pcard-procedures\/<\/a><\/p>\n\n\n\n<h4 id=\"management-responsibilities\" class=\"wp-block-heading\">Management Responsibilities<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Complete <a href=\"https:\/\/carleton.ca\/hr\/wp-content\/uploads\/sites\/16\/2025\/07\/CONFIRMATION-OF-LEAVE-BALANCES.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Confirmation of Leave Balances Report<\/strong><\/a> and submit to <a href=\"mailto:payroll@carleton.ca\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Payroll<\/strong><\/a><\/li>\n\n\n\n<li>Review progress on knowledge transfer and records management<\/li>\n\n\n\n<li>Approve reconciled outstanding PCard, ECard, and Amex transactions<\/li>\n\n\n\n<li>Approve expenses from Concur<\/li>\n<\/ol>\n\n\n\n<h3 id=\"two-weeks-before-departure-date\" class=\"wp-block-heading\">Two Weeks Before Departure Date<\/h3>\n\n\n\n<h4 id=\"employee-responsibilities\" class=\"wp-block-heading\">Employee Responsibilities<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Contact ITS for cell phone transfer (if applicable)<\/li>\n\n\n\n<li>Provide your manager with an updated on your progress on knowledge transfer and records management.<\/li>\n<\/ol>\n\n\n\n<h4 id=\"management-responsibilities\" class=\"wp-block-heading\">Management Responsibilities<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Review progress on knowledge transfer and records management<\/li>\n\n\n\n<li>Check-in with team on transition of duties (as required)<\/li>\n<\/ol>\n\n\n\n<h3 id=\"one-week-before-departure-date\" class=\"wp-block-heading\">One Week Before Departure Date<\/h3>\n\n\n\n<h4 id=\"employee-responsibility\" class=\"wp-block-heading\">Employee Responsibility<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Complete transfer of personal information and files from work computer\/cell phone to personal systems<\/li>\n<\/ol>\n\n\n\n<h4 id=\"management-responsibilities\" class=\"wp-block-heading\">Management Responsibilities<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Formal hand over and review of knowledge transfer and records management<\/li>\n<\/ol>\n\n\n\n<h3 id=\"one-day-before-departure-date\" class=\"wp-block-heading\">One Day Before Departure Date<\/h3>\n\n\n\n<h4 id=\"employee-responsibility\" class=\"wp-block-heading\">Employee Responsibility<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Complete cell phone transfer if you are keeping phoneline and\/or phone.\n<ul class=\"wp-block-list\">\n<li>* Phone will be suspended until transfer is complete.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h3 id=\"last-day\" class=\"wp-block-heading\">Last Day<\/h3>\n\n\n\n<h4 id=\"employee-responsibilities\" class=\"wp-block-heading\">Employee Responsibilities<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Return Carleton Equipment to Department\n<ul class=\"wp-block-list\">\n<li>Computer\/Laptop<\/li>\n\n\n\n<li>Computer peripherals (keyboard, mouse, thumb drives, headsets, monitors, cables)<\/li>\n\n\n\n<li>Furniture (desk, chairs, footrest)<\/li>\n\n\n\n<li>Keys<\/li>\n\n\n\n<li>PCard\/Ecard\/Amex<\/li>\n\n\n\n<li>Other university-owned equipment<\/li>\n\n\n\n<li>Campus Card &#8211; cards for retirees are available through the Campus Card Office<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<h4 id=\"management-responsibility\" class=\"wp-block-heading\">Management Responsibility<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Destroy PCard, ECard, and Amex<\/li>\n<\/ol>\n\n\n\n<h3 id=\"following-day\" class=\"wp-block-heading\">Following Day<\/h3>\n\n\n\n<h4 id=\"management-responsibility\" class=\"wp-block-heading\">Management Responsibility<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Follow up access is removed\n<ul class=\"wp-block-list\">\n<li>ITS &#8211; Service Desk<\/li>\n\n\n\n<li>Financial Systems<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Overview This page provides information and resources on Carleton&#8217;s Offboarding program for managers, leaders, and employees. The offboarding process serves as a structured and strategic approach to transitioning an employee out of Carleton University. Its primary purpose is to ensure a smooth and respectful departure that protects the interests of both the employee and the [&hellip;]<\/p>\n","protected":false},"author":48,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_cu_dining_location_slug":"","footnotes":"","_links_to":"","_links_to_target":""},"cu_page_type":[],"class_list":["post-26971","page","type-page","status-publish","hentry"],"acf":{"cu_post_thumbnail":""},"_links":{"self":[{"href":"https:\/\/carleton.ca\/hr\/wp-json\/wp\/v2\/pages\/26971","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carleton.ca\/hr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/carleton.ca\/hr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/carleton.ca\/hr\/wp-json\/wp\/v2\/users\/48"}],"replies":[{"embeddable":true,"href":"https:\/\/carleton.ca\/hr\/wp-json\/wp\/v2\/comments?post=26971"}],"version-history":[{"count":5,"href":"https:\/\/carleton.ca\/hr\/wp-json\/wp\/v2\/pages\/26971\/revisions"}],"predecessor-version":[{"id":27494,"href":"https:\/\/carleton.ca\/hr\/wp-json\/wp\/v2\/pages\/26971\/revisions\/27494"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/hr\/wp-json\/wp\/v2\/media?parent=26971"}],"wp:term":[{"taxonomy":"cu_page_type","embeddable":true,"href":"https:\/\/carleton.ca\/hr\/wp-json\/wp\/v2\/cu_page_type?post=26971"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}