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ITS provides two tools for managing the transition of technology equipment, responsibility, and access for off-boarding employees at UW-Platteville: the Employee Off-boarding Technology Self-Audit and the Employee Off-boarding Checklist for Supervisors - Tech Topics. Both of these tools are linked on the HR Off-boarding Checklist.
Employee Off-boarding Technology Self-Audit
The Employee Off-boarding Technology Self-Audit is a survey employees may complete to identify university systems and equipment they have used during their employment at UW-Platteville. Upon submission, the employee receives an email containing an itemized off-boarding checklist for each system or device they have identified.
For example, if the employee indicates they use Office 365 - Teams, they are presented this list:
"Teams: Inactive Teams will be deleted automatically after 365 days.
- Are you the organizer of any Teams site that will continue? Find a replacement and grant them Owner access
- Are there files that should be transferred somewhere else? Transfer them.
- Are there Teams sites that are no longer needed? Transfer files to safe space and delete the site.
- Are you a member of Teams sites organized by someone else? Leave the team or notify the Team owner.
For reference, list Teams sites you own.
For reference, list Teams site you are a member of, specifically if you have edit rights."
The employee's supervisor also receives a copy of this checklist to guide future access requests. No personal information will be collected or shared.
Estimated time to complete the audit: Five (5) minutes
NOTE: This audit is not exhaustive but covers the most commonly used systems and equipment managed by ITS or PAIRS
Employee Off-boarding Checklist for Supervisors - Tech Topics
Supervisors can use the Employee Off-boarding Checklist for Supervisors (PDF) to guide employee off-boarding as it relates to technology access and equipment assignment at UW-Platteville. Questions address Access, Equipment, Continuity, and more. The goal is to make the transition as seamless as possible. Information gathered through the Checklist for Supervisors and the Employee Self-Audit described above should be helpful for removing access and also requesting access for new hires to that position in the future.
Where appropriate, resource links are provided in the PDF, e.g., to the Phone Reassignment Request form.
Need help?
If you have questions, please contact the ITS Help Desk at 608.342.1400 or helpdesk@uwplatt.edu. You may also visit the Help Desk on the first floor of the Karrmann Library.