Role-Dependent Items #
Complete only if applicable to this employee’s role. Confirm with the manager before actioning any items in this section.
Corporate Credit Card #
Applies to cardholders only. Confirm with manager.
| Item | Completed By |
|---|---|
| - [ ] Corporate credit card collected or confirmed cancelled | Cathie / HR |
| - [ ] Outstanding charges reconciled | Cathie |
| - [ ] Card account closed with issuing bank | Cathie |
Accounting Staff #
Complete this section only for employees in finance or accounting roles.
| Item | Completed By |
|---|---|
| - [ ] Access to banking and financial systems revoked | Cathie / HR |
| - [ ] Signing authority removed from all accounts | Cathie / HR |
| - [ ] Open AP/AR items reassigned | Cathie |
| - [ ] Insperity admin access revoked | HR |
Additional Equipment #
Applies to employees issued equipment beyond the standard company laptop (e.g. monitors, peripherals, mobile devices).
| Item | Completed By |
|---|---|
| - [ ] All additional equipment returned and logged | Dustin / IT |
| - [ ] Equipment return confirmed against original Acknowledgment of Receipt | Dustin / IT |
| - [ ] HR record updated to reflect return | Dustin / IT |
Local / Office Staff #
Physical access items for staff working from an OASIS office location.
| Item | Completed By |
|---|---|
| - [ ] Office keys / access cards returned | HR / Manager |
| - [ ] Building management notified of departure | HR / Manager |
| - [ ] Parking access revoked (if applicable) | HR / Manager |