Team Member Change Form

(Their Employee ID in Paylocity)

Select
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Select
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Employment Status Change*
Select or enter value
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Do we need to retain any software access after termination?*

For example: access to email inbox post-termination for 6 months, inbox forwarded to another user, etc.

Please select the appropriate action for the Employee's Microsoft 365 Account.


  • Delete M365 Account: Remove the account completely, we do not need access to files, emails, etc.
  • Convert to Shared Mailbox: Retains contents of the mailbox for access, post-termination.


Select or enter value
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Does the employee have OpenPath Access that needs to be deactivated?*

Select all that apply. Recovering company assets at the time of separation is the responsibility of the manager, please work with the PRC team if you need any guidance.

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New Work Location*
Drag and drop files here or