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It details steps for confirming resignation details, coordinating building access removal, verifying paid leave balances, submitting timesheets and leave reports, downloading required payroll documents, and validating MyUW information. It also outlines IT deactivation guidance, HR system and service deprovisioning workflows, Box folder transfer responsibilities, and last-day workplace and equipment return tasks.","General Offboarding Checklist\n[Note: This is a generalized list and not specific to your school/college/division. Check your school/college/division offboarding process to ensure all tasks are complete before the employee's last day of employment.]\nResignation:\nCollect employee resignation in writing, including the last day of work and final day on payroll – send to\ndivisional Human Resources.\nNotify building manager of employee’s last day to remove from building access.\nDivisional human resources may email this checklist (General Offboarding Email example below) to the supervisor to communicate what tasks and responsibilities must be completed before the employee’s departure.\nPayroll and Benefit Tasks:\nHave the employee verify their paid leave balances.\nHave the employee complete all timesheets/leave reports before their last working day and include the month of their separation.\nHave the employee download all payroll documents/information from their MyUW Portal. They will not have access to download W2 or earning statement(s) after their last day.\nThe employee should ensure their home address is accurate in MyUW.\nHave the employee notify their division Payroll and Benefits if they will be starting employment with any other UW-System Institution, public school district, local government, state agency, or other entity to be eligible for Wisconsin Retirement (WRS) benefits.\nEmployees should contact division Payroll and Benefits if they have any questions about health insurance.\nTechnology Transitions and Deactivations:\nHave the employee directly review these two Knowledge Bases (KB) and follow the instructions:\nDeactivation Timeline for IT Services, \u0013 HYPERLINK \"https://kb.wisc.edu/79844\" \\h \u0014https://kb.wisc.edu/79844\u0015\nDeactivation Notifications for IT Services, \u0013 HYPERLINK \"https://kb.wisc.edu/79454\" \\h \u0014https://kb.wisc.edu/79454\u0015\nFollow the attached “Offboarding Checklist for HR Systems” steps if the employee has access to any listed HR systems.\nFollow the steps in the Leaving UW-Madison Checklist document. This document defines all the IT services an employee may use, including Office 365, G Suite, Box, and Qualtrics. Ensure all four steps are complete.\nBox folders:\nThe employee should review all Box folders they own and determine if they need to be transferred.\nCollaborators should monitor shared folders and alert the employee to take action, where necessary.\nContacting the DoIT Help desk is a last resort if the above actions are not taken.\nThis should only occur after reaching out to the employee during the deactivation process when the person may still be able to access and transfer files.\nThere is also no guarantee files can be recovered by DoIT, so divisions should be mindful of not having major project files assigned to an individual employee.\nLast Day of Employment Tasks\nCleans work area and removes personal belongings.\nSubmits time and absences.\nCompletes an Exit Interview Survey.\nReturns work-related items (keys, P-card, uniforms, tools, etc.).\nReturns checked-out equipment (iPad, Phone, Laptop).\nSets outgoing autoreply on their email account and voicemail.\nGeneral Offboarding Email Template\nThis template may be used by divisional Human Resources to send to a supervisor regarding an employee's last day of employment.\nDear ____,\nThank you for reaching out for more information about offboarding _____ (Employee name) from your division. Although not all-encompassing, these are tasks that need to be completed before they end their current role. To ensure _____ (Employee name) has a successful departure, [Contact] can provide additional details or information about any of the tasks. However, it is your responsibility to ensure these tasks are completed before the end of _____ (Employee name’s) last day. Please let us know if you have any questions or need clarification.\nThank you,\nXXX\nAttached:  General Offboarding Checklist","cbCailkWd4tjQoJT","https://ap.wps.com/l/cbCailkWd4tjQoJT","docx",20319,2,"English","en",105,"# Resignation\n## Payroll and Benefit Tasks\n## Technology Transitions and Deactivations\n# Last Day of Employment Tasks\n# General Offboarding Email Template","[{\"question\":\"What payroll and benefit items must be completed before the employee’s last day?\",\"answer\":\"The employee must verify paid leave balances, complete timesheets/leave reports for the separation month, download required payroll documents from the MyUW Portal, and ensure the home address is accurate. They must also notify Payroll and Benefits if they will start employment with another UW-System institution or eligible entity for WRS benefits.\"},{\"question\":\"How should the employee handle IT service deactivation and notifications?\",\"answer\":\"The employee must review the specified deactivation timeline and deactivation notifications knowledge bases for IT services and follow the instructions. If they have access to listed HR systems, they must follow the attached “Offboarding Checklist for HR Systems,” and complete the steps in the “Leaving UW-Madison Checklist” covering services such as Office 365, G Suite, Box, and Qualtrics.\"},{\"question\":\"What are the employee’s key last-day responsibilities?\",\"answer\":\"The employee must clean the work area, submit time and absences, complete an exit interview survey, and return work-related items (keys, P-card, uniforms, tools, etc.). They must return checked-out equipment like iPads, phones, and laptops, and set an email and voicemail autoreply for outgoing messages.\"}]","General Offboarding Checklist - Payroll and Benefit Tasks - Technology Transitions | DOCX",1788217598,{"code":4,"msg":30,"data":31},"ok",{"site_id":24,"language":23,"slug":32,"title":14,"keywords":33,"description":15,"schema_data":34,"social_meta":86,"head_meta":88,"extra_data":90,"updated_unix":28},"general-offboarding-checklist-payroll-and-benefit-tasks-technology-transitions","",{"@graph":35,"@context":85},[36,52,68],{"@type":37,"itemListElement":38},"BreadcrumbList",[39,43,46,49],{"item":40,"name":41,"@type":42,"position":11},"https://docshare.wps.com","Home","ListItem",{"item":44,"name":45,"@type":42,"position":21},"https://docshare.wps.com/template/","Template",{"item":47,"name":13,"@type":42,"position":48},"https://docshare.wps.com/template/forms/",3,{"item":50,"name":14,"@type":42,"position":51},"https://docshare.wps.com/template/general-offboarding-checklist-payroll-and-benefit-tasks-technology-transitions/167665/",4,{"url":50,"name":14,"@type":53,"author":54,"headline":14,"publisher":56,"fileFormat":59,"inLanguage":23,"description":15,"dateModified":60,"datePublished":61,"encodingFormat":59,"isAccessibleForFree":62,"interactionStatistic":63},"DigitalDocument",{"name":9,"@type":55},"Person",{"url":40,"name":57,"@type":58},"DocShare","Organization","application/vnd.openxmlformats-officedocument.wordprocessingml.document","2026-09-04","2026-08-31",true,{"@type":64,"interactionType":65,"userInteractionCount":67},"InteractionCounter",{"@type":66},"ViewAction",5,{"@type":69,"mainEntity":70},"FAQPage",[71,77,81],{"name":72,"@type":73,"acceptedAnswer":74},"What payroll and benefit items must be completed before the employee’s last day?","Question",{"text":75,"@type":76},"The employee must verify paid leave balances, complete timesheets/leave reports for the separation month, download required payroll documents from the MyUW Portal, and ensure the home address is accurate. They must also notify Payroll and Benefits if they will start employment with another UW-System institution or eligible entity for WRS benefits.","Answer",{"name":78,"@type":73,"acceptedAnswer":79},"How should the employee handle IT service deactivation and notifications?",{"text":80,"@type":76},"The employee must review the specified deactivation timeline and deactivation notifications knowledge bases for IT services and follow the instructions. If they have access to listed HR systems, they must follow the attached “Offboarding Checklist for HR Systems,” and complete the steps in the “Leaving UW-Madison Checklist” covering services such as Office 365, G Suite, Box, and Qualtrics.",{"name":82,"@type":73,"acceptedAnswer":83},"What are the employee’s key last-day responsibilities?",{"text":84,"@type":76},"The employee must clean the work area, submit time and absences, complete an exit interview survey, and return work-related items (keys, P-card, uniforms, tools, etc.). 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