Accounts - Employee Position Change Process

This document explains the process to notify HR and IT of a change in employee account access.

What to do when an employee changes positions at the university?

Action needs to be taken both by the existing supervisor and the new supervisor.

Existing Supervisor

  1. Your employee should provide you with 2 weeks notice of the transfer.
  2. Discuss file and email access with your employee and the date of transfer.
  3. Consider who should take ownership of the employees files.
  4. Ask the employee to transfer ownership of files in Google Drive and OneDrive.
  5. Contact the Help Desk if the employee had access to your department's S: drives, providing the full path of the drive that should be removed. e.g., S:\Information Technology\Telecomm
  6. You will be contacted by Server Support staff to verify permissions to remove and the date of removal.
  7. If the employee had PeopleSoft access or ImageNow access, complete the necessary forms from the Registrar's webpage to have that access removed.

New Supervisor

  1. HR should provide you with confirmation of the transfer.
  2. Contact the Help Desk if the employee will require access to your department's S: drive, providing the full path of the drive. e.g., S:\Information Technology\Telecomm
  3. You will be contacted by Server Support staff to verify permissions and the date of access.
  4. If the employee will need PeopleSoft access or ImageNow access, complete the necessary forms from the Registrar's webpage.



Keywords:transfer "change position"   Doc ID:83731
Owner:Laura K.Group:UW Oshkosh
Created:2018-07-17 11:50 CSTUpdated:2018-07-17 11:50 CST
Sites:UW Oshkosh
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