Before You Start

• CIT will email the account managers of your department and the supervisor when HR indicates that an employee has retired or separated from the college.

• All separations follow our account eligibility guidelines and account expiration processes.

• Geneseo Faculty & Staff are able to keep their accounts in retirement, however be sure to follow the guidance in this document about transfer of important departmental files and communications.

• Please see this policy for information about requesting an Immediate Deletion of an Account

• CIT is always able to help with any questions you have about specific issues or problems you may have.

Google Drive Files

Be sure that any google drives files your employee has shared out that are important to the functioning of your department have been moved to an appropriate Google Shared Drive. If the files cannot be moved to a shared drive be sure that ownership of the files has been transferred to an appropriate person prior to the employees account being deactivated. 

Adobe Sign

Any Adobe Sign Webforms and Templates that need to be saved need to be moved to the new employee responsible for them, ideally before the staff member leaves.

Communications

Think about what important departmental communications are handled by this person and have the email address with external vendors updated to a new contact. Using your departmental email for this can be useful, CIT can assist with delegating access to your departmental email so multiple people can check it without having to share the username and password. Advising retirees to put a vacation message on their account telling people they have retired and who is handling communications in their place can be helpful to both your department and to lower the amount of irrelevant emails retirees receive.

Mailing lists

Ensure someone takes over any management of departmental mailing lists.

Delegated Email

Does the employee managed any email accounts for your department? Check with your employee to see what email accounts they have access to and ensure that someone else in the department will be taking over responsibility for those accounts. CIT can assist with managing delegates for email.

Shared Calendars

If your department has any shared calendars, ensure the employee has made someone else able to manage sharing and events on the shared departmental calendar.

College Owned Equipment

Be sure to recover any college owned equipment or assets the employee has. This could include their laptop, docking stations, monitors, Multi-factor Authentication devices, and may other devices or types of equipment.

Passwords and other accounts

Does the employee access, user, or check email for other geneseo.edu accounts such as the departmental email or marketing accounts?

...

• EMS (Campus Scheduling & Events)

• Locks (John Haley)

• SJS (University Police)

• AIMS (University Police)

• People Admin (HR)

• Albany HR System (HR)

• KnightWeb (Records)

• Research Accounting System

• wc.sysadm.suny.edu (Purchasing) If this uses SUNY SSO then it would be blocked by disabling of AD account.

Related articles

...