I have an employee that is transferring into or out of my department. How do I ensure that accounts and services are discontinued or transferred?

General Information

1. Select the Name of the individual that is transferring.
2. Indicate if that individual is transferring in from or out to another department.
3. If known, select the new Department.
4. Specify Contact Phone Number - what number can we call regarding this ticket?

Transfer In

1. Complete Employee Details in full.

Service Details

1. Select which accounts and Copy PINs should be transferred.
2. Indicate that one-over-one approval has been received, or that you have FMS signing authority for any chargeable services.

Transfer In

1. Enter Speedchart and PG Code.
   If the Speedchart does not exist in our system, you will be prompted to provide additional details, including Department, Billing Contact and FMS Department ID.

Copy Card Transfer

Transfer In

If the employee is listed as the contact for any Copy Cards, a list will be presented. Please review and have the appropriate department or faculty request an update to the Copy Card(s) as required.

Transfer Out

If the employee is listed as the contact for any Copy Cards, you will be prompted to indicate if the card should be deactivated, or transferred to another employee.

You also have the option of specifying an alternate speedchart for each Copy Card.

Billing Contact Transfer

Transfer In

If the employee is listed as the Billing Contact for any speedcharts, a list will be presented. Please review and have the appropriate department or faculty request an update to the Billing Contact(s) as required.

Transfer Out

If the employee is listed as the contact for any speedcharts, you will be prompted to indicate who the new billing contact is.

Accounts

Transfer In

If you opted to not have existing Email, Novell eDirectory accounts and Copy PINs transferred with the employee (Service Details page), new accounts can be requested here.

Indicate if any of the following extras are required:

1. Access to Alternate Email Account(s)
2. Access to Printer(s)
   Access to all other printers will be removed.
3. Network Folder/Special Server Access

NOTE: If you require access to a shared folder on the Vancouver campus, please contact that department directly to arrange for access. Once you have confirmed access, please contact the IT Helpdesk to have your workstation configured.

Phone Services

Transfer In

1. Indicate if an existing Phone/Fax Line or Cellular Phone should be transferred to the employee.
2. Indicate if a new Phone/Fax Line or Cellular Phone is required.
3. Indicate if a Long Distance PIN is required.
   Long Distance PINs can be used for international calls.

NOTE: If required, you have the option to specify a different speedchart for each service.

Transfer Out

For each existing phone number associated with the employee, you will be prompted to indicate if the phone should be disconnected, or changed.

IT Equipment

Transfer In

1. Indicate if existing, new or loaner equipment is required.
   • Existing equipment
     Provide current and new location of equipment. Note that an IT Service Tag No. for a desktop and/or laptop is also required.
   • New equipment
     Request a quote for new equipment, or choose CRP (Computer Replacement Program).
   • Loaner equipment
     UBC IT will provide a loaner desktop with a single monitor.

Transfer Out

1. Indicate if the employee has a desktop, laptop or other equipment.
2. Provide location of desktop computer, if applicable.
   Note that an IT Service Tag No. is required for desktops and/or laptops.

Additional Information

Supply any additional information that wasn't already covered.

1. Click the button.
   Your ticket will be processed by our staff, and assigned to a technician(s) for completion.

Access the Transfer In/Out form