Offboarding Employees
Supervisors and managers are required to notify their Employment or Payroll Center when an employee is leaving the University. It is important to complete payroll tasks to ensure pay is correct and system(s) access is terminated. The Employment or Payroll center must initiate termination within SuccessFactors.
Exit Interviews
Exit surveys are automatically sent to employees leaving the University, once Offboarding is initiated in SuccessFactors. Those wanting an in-person interview will meet with the appropriate HR Business Partner. HR Business Partners review exit survey results.
Separation and Reduction in Workforce (RIF) Processes
Supervisors and managers should discuss employee separation considerations with their HR Business Partner, listed within the staff directory. Important resources include:
- Separation Pay (VI.F.1.) Policy
- Reduction in Workforce (VI.F.2) Policy
- Reduction in Workforce Procedures
- Summary
- Process
Employee Death Processes
A death of the Boilermaker family or extended family is filled with feelings of grief and loss. Supervisors and managers are encouraged to contact their HR Business Partner, listed within the staff directory, for further discussion. It is important to notify immediately the Employment or Payroll Center.
Following are helpful resources and policies.
Purdue University has a strong commitment to students, faculty and staff, and recognizes that the death of a member of the Boilermaker family or extended family is filled with feelings of grief and loss. Deans, department heads, administrators and supervisors are often responsible for informing the appropriate departments and co-workers of a death but may feel unprepared for this type of response. The guidelines that follow have been developed to assist you in notifying the workgroup or others about the death of an employee or death of an employee’s family member.
Who Should Make the Notification?
The employee’s immediate supervisor might be the logical, first choice, but consider whether a departmental, college-level or University response is warranted. Each employee will require a thoughtful, timely and individual response. Many offices or individuals can assist you in developing this response, and contact information is listed below.
Considerations Prior to Notification:
- What impact will this news have on the department, college or University?
- What offices and individuals need to be included in the development of this notification?Will Purdue Marketing and Communication need to be included in the notification plan?
- Contact SupportLinc at 888-881-5462 or reach out to the Center for Healthy Living at765-494-0111 if you are concerned about employee reactions. A counselor can address your concerns and, when appropriate, be available on-site to help address employee questions or reactions.
- Review Business Continuation FAQs at https://www.purdue.edu/hr//mgrres/supportingDocs/deathofanEmployee.pdf
- Before communicating with the workgroup, assure that the family of the deceased has been notified. Although there may be questions following an on-campus death it is critical that no information be delivered prior to notification of family members.
- In the event of an on-campus death, the University Police Department will coordinate notification of next of kin or family members.
- Speak with the family soon thereafter to discuss what information they would like disclosed (details regarding the incident, notification about the funeral or memorial
- service, etc.). Respect the family’s wishes to the best of your ability.
- Coordinate all media contacts and questions through the Marketing and Media Department.
Off-campus death:
- Verify that family members have been notified before communicating with the workgroupand others.
- Notify the workgroup and other organizational business entities as appropriate.
- Speak with the family soon thereafter to discuss what information they would likedisclosed (details regarding the incident, notification about the funeral or memorialservice, etc.). Respect the family’s wishes to the best of your ability.
- Prior to notification, confirm as many facts of the incident as possible.
- Decide if the department will send a condolence letter and inform employees of this.
- Determine whether individual employees may send condolences or specifically indicatewhat the family has requested in terms of contact and memorials.
- Receive authorization to release factual, confirmed information and clarify specificinformation that is permissible to release. There may be confidential or investigativeinformation disclosed to you but not to be released to the workgroup.
- Notify face-to-face, particularly within the workgroup. Telephone calls or emails may bepermissible with other people or groups who may not have as personal of a relationshipwith the deceased.
- Keep the group small to enhance communication; a large group may be seen asimpersonal.
What to Say:
- Pause, monitor reaction of employee(s) and begin to provide facts as you know them.
- If substantial time has passed before the notification was made, explain why.
- If information must be withheld explain why. You may wish to say, “I am unable to sharethat information due to an on-going investigation” or “The family asked that I provide onlythe information that I have given you.”
- Ask if there are any questions. If you don’t know an answer, it’s okay to say that youdon’t have the information.
- Offer SupportLinc services. A possible statement is, “I know that this loss is upsetting formany employees. I would like to remind you that our Behavioral Health Services areavailable as a resource if anyone would like to speak to a counselor.”
- Allow time for individual questions or individual employee meetings following a groupnotification. Prior to leaving workgroup notification you may wish to say, “Dealing with
the death of a co-worker is an emotional event. I am available to meet privately with anyone who has additional questions or needs to speak with me.”
- “I’m afraid that I have some bad news for you.”
- “I’ve just been informed of news that I need to share with you.”
- “I wish I didn’t have to tell you this, I’ve just learned that <employee or dependent name>died.”
- “I wish I didn’t have to tell you this.”
- “I’m sorry this happened.”
- “Grief is something about which we all have reactions and feelings.”
- “It’s common to react with emotion with this kind of news.”
- “I’ll check back with everyone and see how you are doing tomorrow.”
- “This is a difficult time not only for the family of <employee name> but also for all of uswho have worked with <employee name>. It’s a very sad time.”
- “Time heals all wounds.” It doesn’t.
- “We must move ahead with our lives.” This statement may seem insensitive.
- “You don’t need to know that information.” A better statement is, “I am unable to answerthat question or provide that information because <explain the reason>.”
- “It must have been his/her time.”
- “We have to be strong for <employee name>.”
- “<Employee name> would have wanted us to move ahead and live life.”
- “Someday we’ll understand why this happened.”
Attendance of Funeral or Memorial Service:
Attending the service of a colleague is a showing of respect to the deceased and their family. It is also a personal and practical decision. For instance, distance may make attendance impractical. If you are unable to attend the service, your thoughts can be expressed through condolence letters or cards (email could be considered impersonal) or with a phone call.
Expression of Condolences through Flowers or Memorials
Personal workgroup gifts are often collected and used to purchase flowers or other memorials. If a department or college wishes to purchase these, the following guidelines would be followed. https://www.purdue.edu/policies/ethics/iiib5.html
Offboarding Tasks
The supervisor should ensure all University-owned equipment is returned and accounted for, when applicable. This includes laptops, key fobs, specialized equipment and any other items moved offsite for remote work. The supervisor can work with their business office to update information originally submitted on the POC form, acknowledging equipment was moved to an off-campus site.