Managers have a key role in the success of employees during every phase of their careers at UMass Lowell

Employee On-Boarding/Entering UMass Lowell

Congratulations on hiring a new employee. The Manager’s Checklist (pdf) is designed to help you prepare for the employee’s introduction to UMass Lowell. Please encourage new employees to acquire new skills, meet changing customer expectations, find ways to contribute to UMass Lowell’s mission and vision, and continue to enjoy a rewarding career experience.

Employee Off-Boarding/Exiting UMass Lowell

If an employee separation occurs (resignation, termination, retirement, transfer, etc.), certain steps should be taken to successfully exit the employee. The purpose of this section is to outline the notification process and the expectations on collecting assets and removing access when an employee separates from the University.

Termination Paperwork

The supervisor should email when an employee separation occurs (resignation, termination, retirement, transfer, etc.). If the employee is voluntarily resigning or retiring, a letter from the employee should accompany the email notification. Completed checklists (Manager Off-boarding checklist/Faculty & Staff Off-boarding Checklist) should be forwarded to Human Resources and Equal Opportunity & Outreach to be included in the employee personnel file. Benefited employees will receive Benefit entitlements upon separation of employment. Non-benefitted employees should contact the Benefits office for withdrawal of their SMART plan funds (if applicable).

University Assets

Employees are required to turn in all university property to their supervisors, including identification, university bank cards, keys, tools, computers, mobile and cellular devices or other equipment on or before their last day of work.

Network/Single-Sign-On (SSO) Access

Access to services that utilize UMass Lowell’s Single-Sign-On credentials are automatically removed on the 15 day following the termination date. This includes, but not limited to, access to email, network file shares and PeopleSoft applications (Finance, HR Direct, SiS).

Other Systems

The direct supervisor is responsible for ensuring that technology access to departmental and services not utilizing enterprise credentials (i.e. local accounts) are disabled in a timely manner. It is advised that individual access to these systems is documented via the new hire checklist or other consistent methods within the department.

For full off-boarding procedures and steps please refer to the Employee Off-Boarding Policy located in the HR Policy Portal.

Below, you will find checklists, a knowledge transfer guide and a sample transition toolkit which have been developed to assist managers through the off-boarding process: