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When An Employee Leaves Rutgers - Retirement
When an employee retires from the University, the following checklist can be used to ensure a smooth transition.
Note: This checklist below is designed for most University employees. Individual departments and employees may require additional or different actions or arrangements upon separation. Please consult your divisional/departmental policies for special requirements.
Employee’s Checklist for Retirement
Taking the following steps prior to your employee's retirement (time and circumstances permitting) will help facilitate a smooth transition for both you and the employee.
- Your employee should notify you of his/her retirement date and his/her last working date as soon as possible so that you can submit the Personnel Data Record (PDR) to Payroll Services and University Human Resources.
- Your employee should consult the Retirement Life Event web page for information about benefits at Retirement, including retirement checklist and forms.
- Provide a copy or direct your employee to obtain a copy of the Staff Separation Questionnaire, with a self-addressed envelope to allow your employee to send the questionnaire directly to:
Office of Employment Equity
Rutgers University
57 US Highway 1
New Brunswick, NJ 08901-8554 - Inform your employee to contact Parking and Transportation Services regarding reimbursement for time remaining on a University parking permit.
- Inform your employee to contact Payroll Services if their home address will change before W2 forms are mailed.
- Refer the employee to the next available Retirement Information Workshop. After the employee logs in, s/he amy select the "Benefits Seminar" option.
- Review the employee’s unused and accrued vacation, administrative leave, and personal holiday days and make arrangements for scheduling to use their days prior to retirement with the department (staff only).
- Review the employee's files (electronic and hard copy), transfer and/or remove personal files. Transfer business related files as appropriate.
- Notify applicable departments and individuals with details concerning the transition of responsibilities.
The following steps will help ensure an orderly transition of functions.
Your employee should:
- Turn in all keys and access cards to you.
- Turn in his/her RU Connection Card to you.
- Turn in one-time password tokens (for example, Secure ID, SAFEWORD) to you.
- Update the documentation of work processes for which the employee had primary responsibility.
The following are additional steps that should be taken if your employee has specific access to University property and financial resources.
- Return University equipment (pagers, cell phones, computers, tools, etc.) to you.
- Return petty cash funds to your departmental budget manager.
- You should ensure that all cash advances are cleared.
If the employee works directly with Hazardous or Controlled Materials, these additional steps may be required.
- Ensure all chemicals, radioactive materials, and other hazardous materials or samples are properly labeled, stored, and/or disposed.
- Visually inspect the employee's work area prior to separation for any hazardous or controlled materials that are not stored properly. Secure all hazardous materials. Contact Rutgers Environmental Health and Safety (REHS) if you have specific questions.
- Require the employee to turn in any radiation dose monitoring badges to REHS.
| Resources To Help You | |
| Benefits Specialist | 732-932-3020, ext. 4077 |
| Life Events - Retirement | |
| Employee Counseling | 732-932-3020, ext. 4010 |
