{"id":1877,"date":"2022-04-25T17:20:41","date_gmt":"2022-04-25T21:20:41","guid":{"rendered":"https:\/\/carleton.ca\/records\/?page_id=1877"},"modified":"2025-10-07T16:01:56","modified_gmt":"2025-10-07T20:01:56","slug":"toolkit-off-boarding","status":"publish","type":"page","link":"https:\/\/carleton.ca\/records\/toolkit-off-boarding\/","title":{"rendered":"Records Management Toolkit: RM Off Boarding"},"content":{"rendered":"\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n            <div class=\"cu-textmedia flex flex-col lg:flex-row mx-auto gap-6 md:gap-10 my-6 md:my-12 first:mt-0 max-w-5xl\">\n        <div class=\"justify-start cu-textmedia-content cu-prose-first-last\" style=\"flex: 0 0 100%;\">\n            <header class=\"font-light prose-xl cu-pageheader md:prose-2xl cu-component-updated cu-prose-first-last\">\n                                    <h1 class=\"cu-prose-first-last font-semibold !mt-2 mb-4 md:mb-6 relative after:absolute after:h-px after:bottom-0 after:bg-cu-red after:left-px text-3xl md:text-4xl lg:text-5xl lg:leading-[3.5rem] pb-5 after:w-10 text-cu-black-700 not-prose\">\n                        Records Management Toolkit: RM Off Boarding\n                    <\/h1>\n                \n                                \n                            <\/header>\n\n                    <\/div>\n\n            <\/div>\n\n    <\/div>\n<\/section>\n\n<h2 id=\"records-management-off-boarding\" class=\"wp-block-heading\">Records Management Off Boarding<\/h2>\n\n\n\n<p>When employees leave positions, in addition to the required HR and IT processes to off-board that staff member, departments must also take steps to ensure there is no loss of university records during transitions. This checklist provides basic steps to maintaining university records during off-boarding of staff or transitions between unit heads. Corporate Records and Archives staff is also available to consult on records during staff transitions.<\/p>\n\n\n\n<p><strong>This Toolkit is also available through your ÐÓ°ÉÔ­´´ Brightspace account by searching for &#8220;Records Management Toolkits&#8221;<\/strong><\/p>\n\n\n\n<h2 id=\"off-boarding-and-records\" class=\"wp-block-heading\">Off Boarding and Records<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/RM-OffBoarding-Checklist-v2.pdf\">RM Off Boarding Checklist<\/a><\/li>\n<\/ul>\n\n\n\n<p>Use this checklist to address common records management issues during staff and unit head transitions.<\/p>\n\n\n\n<h2 id=\"transferring-permanent-records-to-corporate-archives\" class=\"wp-block-heading\">Transferring Permanent Records to Corporate Archives<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet4_Transfer-1.pdf\">Transferring Permanent Records<\/a><\/li>\n<\/ul>\n\n\n\n<h2 id=\"transferring-permanent-digital-records-to-corporate-archives\" class=\"wp-block-heading\">Transferring Permanent Digital Records to Corporate Archives<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/carleton.ca\/records\/wp-content\/uploads\/sites\/168\/TipSheet6_DigitalArchivesVault.pdf\">Digital Archives Vault<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Records Management Off Boarding When employees leave positions, in addition to the required HR and IT processes to off-board that staff member, departments must also take steps to ensure there is no loss of university records during transitions. This checklist provides basic steps to maintaining university records during off-boarding of staff or transitions between unit [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_cu_dining_location_slug":"","footnotes":"","_links_to":"","_links_to_target":""},"cu_page_type":[],"class_list":["post-1877","page","type-page","status-publish","hentry"],"acf":{"cu_post_thumbnail":false},"_links":{"self":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages\/1877","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/comments?post=1877"}],"version-history":[{"count":3,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages\/1877\/revisions"}],"predecessor-version":[{"id":2157,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/pages\/1877\/revisions\/2157"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/media?parent=1877"}],"wp:term":[{"taxonomy":"cu_page_type","embeddable":true,"href":"https:\/\/carleton.ca\/records\/wp-json\/wp\/v2\/cu_page_type?post=1877"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}