Difference between revisions of "Staff Offboarding Checklist"
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Ryan Scherle (talk | contribs) |
Ryan Scherle (talk | contribs) |
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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 | ||
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** '''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. | ||
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* Remove them from the Who We Are 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]]. | * Move them them to the alumni in the [[Participants]] and [[WG:Participants]]. | ||
Revision as of 08:14, 2 June 2016
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
- Do not suspend the user's account, because it won't forward email.
- 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 Who We Are 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
