Employee Seperation Process
- How to access the Employee Separation Checklist
- Employee Separation Checklist
- Codes and Links tab
- Roles and Responsibilities
- Checklist Approver
- How to navigate through the Checklist
All employees separating from California State University, Fresno must go through the employee checkout process per (SAM 8580.4). All State property assigned to an employee must be returned to the specific departments prior to departure.
It is an employee's obligation to submit a letter of resignation/retirement to the employee's department chair/manager. This letter must site your intent to resign/retire and the effective date of this action. The chair/manager must respond in writing to your notification to separate. Complete the online ETR page to separate the employee and attach the separation letter and acceptance letter forward both the letter's to Human Resources/Academic Personnel Services if a scanner is not available. Written notification of separation must be received by Human Resources/Academic Personnel Services at least two weeks prior to the last day worked (or as soon as possible if less than two weeks notice is given).
Human Resources will then activate the online separation process based on the last day physically worked. An automatic email notification will be sent to both the employee and their reporting manager regarding the online separation process. The Employee Separation Checklist will also be activated in the My Fresno State portal under the Workflow tab. This checklist is used to track and clear all assets assigned to an employee, as well as verify that all items have been returned or inactivated upon separating.
Employees retiring from the university must submit a letter to their department chair/manager with a copy to the Human Resources/Benefits office. This letter must state the effective date of this action. The chair/manager must respond in writing to your notification to retire with a copy to the Human Resources/Beneftis office. Human Resources will then process the online ETR on behalf of the employee two weeks prior to the last day physically worked. An automatic email notification will be sent to both the employee and their reporting manager regarding the online retirement process. The Employee Separation Checklist will also be activated in the MY Fresno State portal under the Workflow tab. This checklist is used to track and clear all assets assigned to an employee, as well as verify that all items have been returned or inactivated upon retirement.
Log into the My Fresno State portal and click on the Workflow tab.
The Workflow tab will take you to the My Worklist page where you can access your checklist(s) by clicking on the link.
All items listed have been assigned to specific campus departmental personnel who will actively work the employee checklist clearing the assigned items. Once all items have been updated to Not Applic or Completed the employee is cleared for separation.
This page will be accessed by the checklist approvers. Web links have been provided here for easy access to the vendor's sites to cancel a Procurement Card account, Travel Store BTA account, American Express Corporate Card, and Key Control.
Help - Link is provided on each page which will direct you to the Accounting Services website where you can access information to assist you in completing the online separation process.
For detailed processing instructions regarding the checklist item click on the icon to the right of the each description.
Ex. Travel Advance
Click on the return button to back to the previous page.
- In Progress
- Not Applic
* Remember to Save
This document is divided into three sections providing instructions for the online separation process for the employee, manager, and the checklist authorizers all are responsible for clearing the employee checklist items.
It is the employee's responsibility to monitor their checklist to ensure that all items on the list have been completed prior to their last day work. The one item assigned specifically to the employee is to confirm all assets returned. You will need to update the status on the list to Completed prior to your last day worked.
It is your responsibility to monitor your employee's checklist to ensure that all items on the list have been completed prior to their last day worked. You will also be responsible for the collection of the following assets and updating the briefing status of the item on the checklist.
- Collect and destroy parking permit
- Collect all departmental issued assets
You have been designated as the individual in your respective area that is responsible for the clearance of an asset issued to an employee on their checklist. You will login daily to the My Fresno State Portal, click on the Workflow tab to view MyWorklist, from there you will access the Separation Checklist for all separating employees.
The Workflow page will be updated nightly adding those employees who have initiated the separation process with Human Resources and or Academic Personnel.
- Select the HR checklist from the My Worklist page (click on the employee link).
- Update the briefing status accordingly, you will only be able to access those items assigned to you.
- Click SAVE
(Status date will automatically change to the current date upon saving)
- Exit from the page which will take you back to the My Worklist page.
- Click Refresh to update the page, you will notice that the previous employees checklist has now dropped off.
If additional employees are listed make your next selection from the list, otherwise you can exit the My Worklist page.