ASAP Checklist -- before losing access to HP internal systems
...and in the following few weeks.
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See also "What
I wish I had known before I left HP" -- comments by HPAA
Very few people report finding a new job
during the 60-day "Preferential Rehire Period."
spending most of your time searching outside HP; you're a stronger
candidate while still employed. Under the current US WFR terms, there
are restrictions on
returning to HP as a direct employee, as a contractor, or through an
Please help us keep this
checklist up to date -- email: email@example.com
Urgent action items before you lose HP internal access -- advice from
For mutual help,
join the HPAA once you have a
defined retirement or termination date from Hewlett Packard
Enterprise or HP Inc. Thanks to the HPAA's
Supporting Members, there is no charge. The HPAA's private online
forums discuss benefits, transition, and finance issues. (If you
have difficulty joining, please
Documents. Print out anything provided by HP via web or email regarding the terms of your termination, retirement, or severance program.
Study and mark them up. You may need to reference this later. Keep
the key documents with your permanent documents -- in case of a
future legal action, divorce settlement, or pre-marital agreement.
time and Floating Holiday.
- Unless your "primary work location" is in CA, IL, MA, MT, or NE,
all unused vacation/PTO will be forfeited -- per an HP document from
May 2014. Check the current list of states in the materials you get from HP.
(One member who temporarily
moved in with in-laws -- and changed his address with HP --
discovered that his unused-FTO situation changed.)
some states, you should let the unused vacation flow to your final
paycheck. In other states, HP has decided that they don't need you
any more --
so use up your vacation time!
- Non-exempt employees must download a paper timecard and fax it to
HP to not delay processing for PTO.
- Take your annual Floating Holiday, if you have not already done
Final paycheck. Prepare
for cash flow impact due to the unpredictability of your final
paycheck. (Some members report receiving a "mop-up" check several
- Nearly impossible to predict the amount of your final paycheck.
Some factors: possible unused vacation payout, possible stock option
exercise, high 401(k) contribution... and other surprises.
- The withholding tax rate may be very high. It is calculated per
IRS formula as though you make that much on every check throughout
the year. You will get credit for this when you do your taxes
-- but the excess withholding hits your cash flow at a critical
- Members recommend filing a revised W-4 online with HP as soon as
IRS Withholding Calculator -- you no longer have to pretend that
you have 14 kids.)
- If you
won't have a 401(k) plan after termination, consider
immediately increasing your 401(k) contribution setting to reduce
taxes and -- if your last day is after the next quarterly match
payout (Feb 28/29, May 31, Aug 31, Nov 30) -- to get a
bigger match from HP.
- If your new
employer has a more generous 401(k) match, consider dropping your HP
401(k) setting to 0%.
- The 401(k) contribution deducted from your final paycheck will be
a percentage of the total gross on that paycheck, which is hard to
- If you have a loan against your 401(k), you may be required to pay
off the loan to avoid a penalty. Check your documents.
Stock options or
other incentives. Print out your HP stock options history and determine if you have unexercised options that will expire upon termination.
You need to get your options report twice -- before your termination date and again after your termination date. The report you get before you leave doesn't tell you what will happen to your options after you leave -- for example, the expiration date may be pulled forward. The key:
Options are not compensation that you have earned
– they are designed to retain you as an employee. Once you leave, unexercised options are only relevant to the company as a potential expense.
Earnings statements and future W-2s. Print out the most recent
earnings statements and any other online-only statements you want to
keep. Set up password recovery questions and check that the email address on the account will reach
you in the future -- otherwise, you will not be able to recover account access for future W-2s
such as a severance or retirement payment, stock incentives, or the
inevitable miscellaneous cleanup payment. Instead of online
statements, you may wish to change your account to paper statements.
Flexible Spending Account. Check on the
amount you have available and the rules for using it. You many have
to use up the balance before your last day.
Credit card. Move out any company credit card points before your card is cancelled.
Share Ownership Plan. If you participate in the Share Ownership Plan, study and print information you'll need later for selling shares and doing taxes.
Email and phone: (Member advice:
Moving your personal
business off HP's systems)
- If you have personal calls
coming to an HP landline number, notify your
contacts to change the number they have for you.
- If you have personal email
directed to your HP address (such as amazon.com), notify your
senders to change the address they have for you.
- If you have any personal data in an online address book or similar, copy it out.
- Your HP email account, email autoreply, and phone number will vanish on or before your last day. (Your
correspondents will receive this helpful reply: "Recipient address rejected: User unknown in virtual alias table.")
- You can get a free or low-cost personal email account in a few minutes
(Member advice: How
to set up a professional email account.)
- Ensure that HP has your current mailing address:
Cell phone. If you have a company-paid cell phone account, you need to either set up a new cell phone account (with a new number) and notify your callers -- or use the form on the HP site to have the cell phone number reassigned to your personal cell phone account.
Your HP cell phone number may vanish quickly.
Patents. Look up your HP patent incentives status.
eAwards. Check any HP incentive or reward account you may have.
Spend the accrued points before your last day. One member discovered
enough points to get a new TV. Another member simply chose a debit card.
Long Term Care insurance. Retirees, consider whether to sign up for Long Term Care Insurance. Supposedly you can elect to take that coverage after retirement, but it might be safer to elect it now and cancel it later if you change your mind.
HPShopping. Change your email address at hpshopping.com to a non-HP email address. Difficult and slow to change after you lose access. (You may need to buy a new system to replace your HP-owned equipment.)
Evaluations. Print out copies of your most recent performance evaluations.
(If you don't have copies, call HP HR Operations at 1-800-890-3100. When prompted say "HR Operations." Request your entire HR file.)
Training history. Print out the list of courses that you have taken
through the company – including courses taken through third parties
such as SkillSoft – for your files and to help with your resume.
Corporate travel sites. If you have an account on a corporate travel site -- such as Carlson
Wagonlit -- remove your personal membership information -- i.e.
frequent flyer numbers, hotel loyalty account, driver's license, etc.
Be sure to also use HP's
very helpful official site: "Leaving HP" – accessible outside the firewall:
login=leaving password=HP (case-sensitive)
Read "What do you wish
you had known before you left HP?" -- comments from members:
Wish I Had Known.
Convenience tasks before losing access
While it's still convenient to do so, also do these things before losing HP intranet access:
Credit. You may
want to take a loan, refinance your house, get a cash-back rewards
credit card, or set up a home equity line of credit while still employed.
Share Ownership Plan.
Consider dropping out of the Share Ownership Plan
early to quickly receive a refund of contributions that won't be used to buy shares.
Retirement Plan. Print your the statements for your applicable
Reimbursements. Check the status of your reimbursement accounts while you're still on the payroll.
Life Insurance. Pay for continuing life insurance before the grace period expires.
Product Gifts. Consider using the HP Product Gift Matching Program to
give an HP product grant at a discount from the list price.
Arrange for your Retirement Gift with your manager or department admin.
Health coverage. Call the Benefits Center to go over your specific
situation in detail -- which may include COBRA, reimbursement
accounts, Medicare, coverage for dependents, etc. Call
1-800-890-3100 (choose "HP Benefits Center") or direct at
1-847-883-0465 outside US, Puerto Rico, or Canada. 6am to 6pm
Pacific (9am to 9pm Eastern.) Ask for a "Retirement Specialist" --
otherwise, you may get an agent who is primarily trained on
current-employee issues. If you don't get satisfactory results, ask
the first-level agent to escalate your call to a supervisor. Use the
key word "escalate.")
Depending on your situation, it may make financial sense to pull
forward some pending medical, dental, or vision work.
Urgent tasks if you are not leaving the workforce
While in HP, you may not
have even needed a résumé or a LinkedIn profile. Now you do...
strengthen your LinkedIn profile. Recruiters use LinkedIn to
find candidates. Many HPAA members have reported that LinkedIn
helped them find a new job. For advice from members and an
HP-focused video -- "Building and Leveraging Your LinkedIn Profile"
-- see How to
really use LinkedIn.
Modernize the format
and update the content of your résumé. Because résumés are now
optically scanned into systems -- and automatically searched for key
words -- older résumés must be not only be updated in content but
also updated in format. Pick up a modern book on résumés.
Your last week
Tips from HPAA members on how to handle your last week:
Don't wait until the last day
to straighten up your personal computer files and pack your stuff
– this takes time. Don't be out of town your last week. Members report that possessions, books, and personal email address files
easily get lost as the company prepares to move on without you. Don't forget your plaques and certificates.
Have your new email address set up to give to people. Your HP email account, autoreply, phone number, and
cell number will vanish quickly – perhaps before your last day.
Take the time to talk to people and say goodbye (they won't fire you, for goodness sake!)
If you can't reach someone, send an individual, personalized email.
If you send a farewell email – don't
spam the entire business unit. Remember that these are people who
may become your employers, co-workers, or business partners in the
Do your own simple lunch the week after even if there is an official
lunch. You can even invite people who are already gone. A bona fide celebration is an important part of the emotional
transition process. Leaving a job – even if eagerly and happily – has an impact of almost the same magnitude as a death in the
family. Don't skip this part of working through the emotional steps.
Take full advantage of any career transition workshops and
program – even if you are not sure that you will be looking for a job. Find out
how soon you must start the program after your last day at HP --
there are expiration dates.
This is a beginning as well as an end.
Tips from HPAA members on
issues in the following weeks:
Release -- and Severance. Getting your severance payment is a
slow process. .
- Check the information you received from HP when you were notified
of your WFR for current details on the timing.
- You cannot sign and return the Waiver until after your last day as
an employee -- they will not accept it before then.
- Members recommend that you mail the Waiver in a way that you get
confirmation of receipt and a signature -- details here on
US Postal Service site.
- You have something like 45 days to sign and return it in order to
get your severance payment -- check details in your WFR materials.
- You then have seven calendar days to revoke the agreement.
- The payment goes out on the next payroll cycle.
- Watch both your postal mail and your bank account. Some who had
direct deposit report discovering a paper check in the flood of
postal mail from HP.
- In the past, some have reported that the amount of the check was
visible through the envelope window.
H-1B. Check to
see if your job is now H-1B. USDOL data analyzed by MyVisaJobs.com:
HP filings (Mphasis is
61% owned by HP; 34% of revenue from HP: Mphasis
More in the "What
I wish I had known before I left HP" section of this site.
Additional reference information
Links to reference information on this site:
Advice from HPAA members:
Job Searching and Career.
For reference, the HPAA has old copies of certain documents
and PRP-2014. Wherever possible, you should use copies
you received directly from HP.
Flexible Spending Account "Your Spending Account" -- including the Dependent Care Claim Form and
the Health Care Claim Form.
Stock and options.
Where are my stock records?
HP employee stock purchase cost basis. HP investor purchase cost basis.
Stock of predecessor and spinoff companies.
Rev. Jan 16, 2016
Please help us keep this
checklist up to date -- email: firstname.lastname@example.org
The Hewlett-Packard Alumni Association is operated by former
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