Leavers Checklist

When an employee resigns from your team, you should enter the resignation details into People and Money, once approved you will be assigned the ‘Leaving the University’ Journey and provides a series of tasks for you, the employee, and school/department administrators to complete.

If an employee is not leaving the University but is transferring to another School/Department you should not process this as a resignation or leaver. The school or department in which the employee is transferring should request the transfer with HR Operations. Once this has been actioned you will receive the ‘Moving Roles – Tasks to complete in your current role’ Journey and provides a series of tasks for you, the employee, and school/department administrators to complete.

Further guidance on Journeys and how to complete tasks is available within the Line Manager Guide to Journeys, available from the People and Money user guide webpage. 

The checklists below are for information only, all tasks should be completed within the appropriate Journey assigned in People and Money. 

Reference requests 

If you are approached to give a reference on behalf of an ex-employee you should include the following wording within your reference: "this reference is provided in a personal capacity and does not represent the views of the University of Edinburgh".

HR can provide a standard factual reference of the individual’s employment details, which will include name, job title, start and end dates of employment. You can request this by raising a Service Request via People and Money ‘Service Request>Forms>Reference Request’.  Further guidance on providing a reference can be found on the Information Compliance Services webpages.

Employees 

If you resign from the University, you will be assigned a Leaving the University Journey in People and Money. If you are transferring to another school or department, you will be assigned the Moving Roles - Tasks to finish in your current role Journey via People and Money. You should complete all tasks included in the Journey within the system before you leave or move roles.

Further guidance on Journeys and how to complete tasks is available Employee Guide to Journeys, available from the People and Money user guide webpage.

The checklists below are for information only, all tasks should be completed within the appropriate Journey assigned in People and Money. If you do not have access to People and Money, your manager will provide you with a copy of the appropriate checklist. Please sign and return the completed checklist to your manager. It will be saved on your employee file.