IU employees past and present are our best ambassadors to future talent. Ensure your employees’ last interactions with you, your unit, and IU are positive.
Whether your team member is transferring, retiring, or leaving IU, consider these action steps for managers to ensure a respectful exit.
If one of your employees has taken a new position in another unit or campus, it can be an exciting time for the employee but overwhelming for you as a leader. Here are a few things you can do to support the transition and limit the impact on your team.
Step #1: Notify your HR representative to ensure the transfer is processed correctly. Determine a transfer date that works well for both IU units.
Step #2: Partner with the departing employee to complete the Work Transition Plan Template. Have discussions with the departing employee to ensure you understand the status of current work duties, projects, and tasks as well as any immediate priorities or deadlines. Use this information to determine appropriate coverage while the position is vacant.
Step #3: If exit interviews are done in your unit or campus, follow the correct associated process. Your local HR contact is a resource. If not, hold an informal exit interview to learn how the position and work experience may be improved.
Step #4: Work with your unit’s HR representative to clarify the ongoing need and determine the next steps for the position and associated work.
When an employee separates (voluntarily/involuntarily) from the university, this triggers a sequence of important events such as the required use of time off, terminal pay benefits, and the potential end of participation in benefit plans.
Step #1: Work with your unit HR contact to ensure the separation is processed correctly.
Step #2: Use the Manager Checklist: When a Staff Employee Separates from IU and provide your separating employee with this employee checklist.
Step #3: If exit interviews are done in your unit or campus, follow the correct associated process. Your local HR contact is a resource. If not, hold an informal exit interview to learn how the position and work experience may be improved.
Step #4: Work with your unit’s HR contact to clarify the ongoing need and determine the next steps for the position and associated work.
If you have an employee who is nearing or considering retirement, ensure they are familiar with the resources below and show your support for them and this important transition.
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