Difference between revisions of "Staff Offboarding Checklist"

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".

@@ Line 5: / Line 5: @@
 * 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 [https://support.google.com/mail/answer/10957 set a forwarding address]
-** Do not suspend the user's account, because it won't forward email.
+** 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.
-* In their Dryad accounts (both production and dev/staging), remove membership to privileged groups: Curators, Administrators, etc.
+* Remove them from the Our Team page on the Dryad site.
-* Remove them from the Who We Are page on the Dryad site.
 * Move them them to the alumni in the [[Participants]] and [[WG:Participants]].
 * Disable account in FogBugz.