Difference between revisions of "Staff Offboarding Checklist"
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* Conduct an exit interview. | * Conduct an exit interview. | ||
* Collect keys. | * Collect keys. | ||
+ | * In their Dryad accounts (both production and dev/staging), remove membership to privileged groups: Curators, Administrators, etc. | ||
* Redirect email accounts: | * Redirect email accounts: | ||
** Reset the account password | ** Reset the account password | ||
** Log into the user's email and [https://support.google.com/mail/answer/10957 set a forwarding address] | ** Log into the user's email and [https://support.google.com/mail/answer/10957 set a forwarding address] | ||
− | ** | + | ** If the user receives a lot of email, do not suspend the account, because it won't forward email. |
+ | ** Once an account has been out of use for a year, or if it was not a heavy email user, suspend the account. | ||
** '''Do not delete the account.''' If you delete a user, you also delete that user's Vault archive. | ** '''Do not delete the account.''' If you delete a user, you also delete that user's Vault archive. | ||
* In the Google Admin tools, go to Apps, Google Drive and transfer document ownership for all documents. | * In the Google Admin tools, go to Apps, Google Drive and transfer document ownership for all documents. | ||
− | + | * Remove them from the Our Team page on the Dryad site. | |
− | * Remove them from the | ||
* Move them them to the alumni in the [[Participants]] and [[WG:Participants]]. | * Move them them to the alumni in the [[Participants]] and [[WG:Participants]]. | ||
* Disable account in FogBugz. | * Disable account in FogBugz. |
Latest revision as of 09:06, 20 December 2018
This is a very preliminary list of tasks to be completed when a staff member leaves Dryad.
- Have the staff member create a list all activities that they have been performing. Determine how these activities will be handled when the staff member is gone.
- Hand off responsibility for editing/managing documentation.
- Conduct an exit interview.
- Collect keys.
- In their Dryad accounts (both production and dev/staging), remove membership to privileged groups: Curators, Administrators, etc.
- Redirect email accounts:
- Reset the account password
- Log into the user's email and set a forwarding address
- If the user receives a lot of email, do not suspend the account, because it won't forward email.
- Once an account has been out of use for a year, or if it was not a heavy email user, suspend the account.
- Do not delete the account. If you delete a user, you also delete that user's Vault archive.
- In the Google Admin tools, go to Apps, Google Drive and transfer document ownership for all documents.
- Remove them from the Our Team page on the Dryad site.
- Move them them to the alumni in the Participants and WG:Participants.
- Disable account in FogBugz.
- In Trello, remove them from the Dryad organization and any boards.
- In Slack, mark their account as "disabled".
See also: Staff Onboarding Checklist