Records Management Off Boarding
When employees leave positions, in addition to the required HR and IT processes to off-board that staff member, departments must also take steps to ensure there is no loss of university records during transitions. This checklist provides basic steps to maintaining university records during off-boarding of staff or transitions between unit heads. Corporate Records and Archives staff is also available to consult on records during staff transitions.
This Toolkit is also available through your Carleton Brightspace account by searching for “Records Management Toolkits”
University Committees
Use this checklist to address common records management issues during staff and unit head transitions.