Initiate a Separation or Transfer

All separations (retirement, resignation, transfer, termination, etc.) must be initiated via the WorkLion portal.

When a manager or an employee becomes aware that an individual is leaving his/her position (voluntarily or involuntarily), the separation process must be initiated at the WorkLion portal.

  • Click on "Manager Tools."
  • Select "Initiate a Separation."
  • Complete the form.
  • Attach the resignation/retirement letter (if applicable).
  • "Submit."

The hiring manager will receive a request from Shared Services to complete and upload the Separation Checklist. (Click here to view instructions for completing the Separation Checklist.)

HR102 Separation Checklist

Please refer to University policy HR102 Separation and Transfer Protocol for more information.