[IT] Termination Form - User Guide

The purpose of this document is to provide a walkthrough and answer any questions for users filling out the Sonsray [IT] Termination Form.  The information collected will ensure a smooth offboarding process with all associated credentials and hardware being deactivated and reassigned appropriately.

 

This form should be filled out by managers responsible for the terminated employee only.

 

[IT] Termination Form

 

You may use the Save and Continue Later button at any time to save progress in a form and submit it at a later time.  A link will be sent to your email address to continue the form.


 

Page 1 - Termination Requester

This page will ask for information about the manager filling out this form.

  • Name of Manager
  • E-mail of Manager

Page 2 - Employee Information

This page will ask for information about the terminated employee.

  • Name of Terminated Employee
  • Termination Date
  • Company Division(s)
  • Location
  • Role

Page 3 - Google Forwarding

This page will ask for information regarding ownership of documents on Google accounts.

  • Email Forwarding Required?
    • IF YES
      • Email to Forward to


  • Transfer Ownership of Google Drive Documents?
    • IF YES
      • Email to Transfer Google Drive Ownership to



Page 4 - Hardware Returns

This page will ask about any hardware that was issued to the employee including PCs and phones.

  • Was the Employee Assigned a Computer?
    • IF YES
      • Computer Type
      • TeamViewer ID of Repurposed Machine
  • Did the Employee Have a Company Issued Mobile Device?
    • IF YES
      • Number to Forward Calls to
  • Did the Employee Have a Polycom Extension?
    • IF YES
      • Employee Extension
  • Please Indicate Which Items Will Be Returned to SSC

Page 5 - Submit

This page allows for any additional information to be included that could not be filled out in the previous sections.

Once submitted you will see a Thank You page confirming your submission.  You will also receive an email confirming your submission.  The form will be delivered to IT to complete the offboarding of the terminated employee.