Guidance Document - Establishment of Departure Dates for Opting Employees

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Background:

Workforce adjustment agreements (section 6.3.2) provide that Management will establish the departure date for an “opting employee” who selects Option B (Transition Support Measure - TSM) or Option C (Education Allowance).

Considerations:

Management should exercise judgement when determining the departure date for opting employees taking into account the following considerations:

• The departure date selected should minimize negative impacts on service delivery to Canadians and/or to internal clients and should not result in additional costs being incurred by the Department.
  
• In the case of Option B only - whether a specific departure date is of benefit to the employee in regards to becoming eligible for the Pension Waiver (i.e. delay departure date until employee is 55 years of age).
  
• Organizational budget considerations.
  
• Personal circumstances of the employee.

Management must be able to explain decisions related to varying departure dates for opting employees within the same work unit.

Note: Management should discuss with their Human Resources Advisor any departure date that extends or is expected to extend beyond 2 months after the 120-day decision period has ended.