Staff Offboarding Checklist

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 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