Status: 

Status
colour Green title LIVE

Employee Offboarding

Employee’s TODOs

• Pass on access to all tools that you are using. In order of preference:

  • (preferred) transfer ownership to offboarder

  • change password to something new, and share it with offboarder

• Provide list of open things that you've been working on, so that this work doesn't go to waste and can be continued later on

• Provide list of commitments that the person has made. Clients? Team members?

• Make sure all company documents are uploaded to Drive into their proper place (e.g. things on the desktop)

• Ensure all time worked has been tracked

• Return all company property

• Unlock laptop, using one of these methods (in order of preference):

  • (preferred as it protects privacy) do a factory reset of the device

  • create new admin account on laptop and give password to offboarder

  • change password for own account, and share it to offboarder

• Unlock company phone

  • do a factory reset

• Delete any confidential company documents and data

• Employee should confirm that:

  • all company property has been returned (equipment as well as data)

  • any accounts that you were using have been transferred to someone else at the company to ensure that they can still be accessed

  • all documents and data have been transferred to company

  • there are no private copies of company data (if so, they should be deleted, once 9Y has received a copy)

9Y' TODOs

• Issue termination letter to employee.

• Issue letter of recommendation to employee.

• Provide employee with any assitance that we can give.

• Inform accountants of termination.

• Check weather whether all licences of the employee are still required and deactivate/terminate unnecessary licences.

• Revoke credit cards.

• Revoke physical office access (Nuki, physical keys, etc.)

• Revoke access to all tools (Slack, Jira, Bitbucket, HubSpot, Google, Ahrefs, Instagram, Facebook, etc.)

• Verify: has the person tracked all their hours?

• Verify: can all the accounts that this person used be accessed?

• Verify: has all the equipment been returned? (laptop, monitor, mouse, headphones, cables, keys, etc.)

• Verify: is the equipment free of damage? (normal wear and tear is okay and does not count as damage).