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When an Employee Dies: Department Checklist  
 
Summary: Supervisors, use this checklist to determine the steps to take when an employee death occurs.
Topic Details
Ensure the well-being of department staff. Supervisors should: Encourage staff to: Note: You may be contacted regarding a Staff in Memoriam page.
Notify the Benefits office. Contact Grace Cruz, (858) 534-1623. Be prepared to provide:
  • Name and Social Security number of the deceased
  • Date of death
  • Name of next of kin, or person to contact for information, and their relationship to the deceased

Notify the Payroll office. Contact Karen Yamada-Amos, (858) 534-3246. Be prepared to provide:
  • Name and Social Security number of the deceased
  • Home address and phone number of the deceased
  • Date of death
  • Last day actively at work
  • Last day on pay status
  • Actual remaining vacation hours
  • Actual remaining compensation or premium compensation hours
  • Name and extension of the contact person in your office
If you have the following information, please provide it as well:
  • Did the death result from an accident?
  • Name and Social Security number of next of kin, and their relationship to the deceased

Process separation through the Payroll Personnel System (PPS). Access the PPS online system to:
  • Complete the separation bundle:
    • Change the Direct Deposit to Paper Check (Code 3).
    • Calculate the vacation and sick hours.
    • Verify the last day of work.
    • End all appointments and distributions.
    • Enter the separation code KA.
Determine how to reuse or dispose of the employee's electronic files and communications. Consider the following:
  • Which e-mail messages or network files should be transferred or deleted?
  • Is an e-mail absence message needed to redirect inquiries to the appropriate department contact?
  • Is setting up temporary network access to obtain copies of personal communications necessary?

Terminate the employee's access to UC electronic resources. After you have transferred or deleted the e-mail and network files:
  • Notify your department security administrator (DSA) to terminate access to any of the following:
    • Link family
    • PPS
    • Web IFIS
    • IFIS
    • ISIS
    • Data Warehouse
  • Notify your department's network administrator to terminate the employee's computer login to:
    • Local servers
    • Department dial-in service
    • E-mail service
    • Other local network operations and charges
Terminate all other UCSD services. Cancel or transfer access to the following, where applicable:
  • Cell phone service
  • Department and library copy cards: Contact Clarissa Bash, (858) 534-2534
  • UCSD Travel Card
  • Express Card (PDF)
  • UCSD dial-in service: dialin@ucsd.edu, or call (858) 822-2900
  • Telecom services, including:
    • Authorization codes
    • Calling cards
    • Pagers
    • Radios
    • Telephones (land lines)
    • Voice mail
  • Ship To codes
  • Buyer codes: Contact Kathy Meadows, (858) 534-3091.
  • Environment, Health & Safety privileges: Notify EH&S if the employee was authorized to work with regulated materials, including:
    • Biohazardous material
    • Radioactive material
    • Controlled substances
    • Lasers
    • Select Agents
    • Human gene transfer clinical trials

Ensure the return of any UC property.
  • Verify the return of these items:
    • Cell phones
    • Computers
    • Pagers
    • Radios
  • Confirm receipt of:
    • UCSD ID card
    • Calling cards on all indexes
    • UCSD Diners MasterCard
    • Express Card
    • Copy cards
    • Keys or key cards
    • Parking garage access cards
  • Check with your department's property administrator to ensure that all UC equipment was returned.
Update contact information. Remove the employee's name from the following areas, where applicable:
  • Emergency contact list
  • Internal forms
  • Office security codes, access codes on keypads
  • Security alarm lists
  • Web pages and directories
  • Faculty/ staff directory



Questions?


Notice: The information on this page summarizes provisions of university policies and/or collective bargaining agreements. Refer to the Personnel Policies for Staff Members (PPSM) or applicable collective bargaining agreement for full text of referenced information.


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Last reviewed/updated on March 20, 2008 (see more info)
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