One to two weeks prior to departure:
- Develop a transition plan with your manager. What work needs to be done before you go? Do you need to meet with the person who will be picking up your workload? Where do you keep files and other important information? Do you need to document procedures for your successor?
- Return all of the following applicable Harvard paid or owned items to your local departmental or divisional administrator:
- Laptop/Tablet
- Cellphone/PDA
- Wifi device, etc.
3. You may also work with your manager or administrator to purchase these items at fair market value, making checks payable to President and Fellows of Harvard College.
4. If any of the following services are paid for by Harvard, please provide termination or transfer of payment documentation from HUIT to the local administrator:
- Cell phone plan
- Internet plan
5. Reconcile outstanding expenses from Corporate Card or Pcard.
6. Collect any outstanding receipts or reimbursements and submit to local administrator or finance person
7. Update any standing Pcard charges for your department, previously in your name
8. Return any Corporate Card or Pcards issued in Harvard’s name to local administrator or finance person
9. Arrange with departmental telecommunications contact to arrange to have voicemail box deleted
10. Forward all pertinent email or files to the shared drive or predetermined email address for the department to access upon your departure
11. Arrange to have shared drive or server access updated with IT
12. Call or email your local Directory Contact person to arrange to have your directory information updated. Email the IT service desk to identify the local contact.
13. Arrange with manager and IT to schedule a computer hard drive wipe for Harvard computers
Days prior to departure:
- Setup an Out of Office response for email
- Clean out office space
- Contact Card Services to update building access on HUID card, or to return card if leaving Harvard
- Contact the Parking Office at 2-1111 to update parking access, if applicable
- Contact Commuter Choice office to update commuting benefits, if applicable
- Update PeopleSoft with a forwarding address in “Employee Self Service” to ensure W-2 is mailed to the correct address
- If leaving Harvard, report any absences in PeopleSoft for any remaining vacation to be paid out in your last paycheck
- Return building, office, and desk keys etc.