Employee Transfers

Manager Checklist for Incoming Employees

Contact local HR to begin the process.

For employee transfers into the group, fill out a Move Request (corporate employees only).

Fill out an IdM Request for network access.

• myValero > Service Center > Information Services > IdM > Request & Manage Access

Send an announcement to your current team/department of the new employee’s hire and arrival date. See communication template provided.

Schedule a meet and greet with the team. Encourage everyone to share details regarding their job duties and projects.

Schedule a time for you to meet one-on-one with your new employee to set expectations.

If applicable, have the employee meet with the person he/she is backfilling to discuss job duties, potential issues to watch out for, frequent contacts, and what is required to be successful in the job.

Manager Checklist for Outgoing Employees

Contact local HR to begin the process.

Communicate with outgoing employees’ manager:

• Negotiate the transition start date
• Agree on the transition (current vs. future responsibilities)

Communicate with the employee:

• Remind the employee of the start date/time/location