# Offboarding checklist Last updated: 2023-06-01 URL for this page: https://hackmd.io/@investinopen/offboarding URL for this site: https://hackmd.io/@investinopen/how-we-work --- This page is under construction. :hammer_and_wrench: --- 1. Send resignation letter / email to CS&S confirming the end date. If contractor, CS&S will send contract amendment. 1. Schedule an exit interview. - Agenda - Invoice/payment - Contact information - Accounts/access to close: - Asana - Google Drive - Slack - Zotero - Other accounts - Questions: - How did the job match your expectations? - Did you feel that the work you were doing aligned with your personal goals and interests? - Did you have the tools and resources you needed to effectively do your job? - Future availability 1. Back up data. - Document all of the logins, files, online storage, etc. that the staff member manages or owns. 1. Close accounts: - Email / google workspace - Ensure email redirect (ie in google domains make sure a wildcard email alias is set) - \[password manager\] - \[zoom/video conferencing\] - \[cloud storage / servers / etc.\] 1. Remove access to services (ie if a non-work email was used to share gdrive files). 1. Determine what will happen to employee’s equipment and hardware, if it is not employee-owned. 1. For employees outside the US, review unused personal time off (PTO) balance and discuss options (waiver or payout). 1. Inform the team and any partners about employee’s departure. --- ## See also * [Onboarding checklist for staff](https://hackmd.io/@investinopen/welcome) * [Onboarding checklist for communications contractors](https://hackmd.io/@investinopen/communications-contractor-welcome) * [Onboarding checklist for research contractors](https://hackmd.io/@investinopen/research-contractor-welcome) * [Contractor payment + invoicing](https://hackmd.io/@investinopen/contractor-payment) * Archived copy of this page (via the Internet Archive's Wayback Machine): https://web.archive.org/web/*/https://hackmd.io/@investinopen/offboarding --- ## Further reading * https://hbr.org/2016/04/making-exit-interviews-count --- This page first published: 2022-07-08 ###### tags: `about-us` `process` --- <a rel="license" href="http://creativecommons.org/licenses/by/4.0/"><img alt="Creative Commons License" style="border-width:0" src="https://i.creativecommons.org/l/by/4.0/88x31.png" /></a><br />This work is made available under a <a rel="license" href="http://creativecommons.org/licenses/by/4.0/">Creative Commons Attribution 4.0 International License</a>. Users are free to share, remix, and adapt this work. (Please attribute [Invest in Open Infrastructure](https://investinopen.org/) in any derivative work).