Transition from Ops Manager to Advisor - April Malone

Here are the steps required to offboard employees:

Manager TODOs

Administrative

• Terminate Brex card and revoke bank access (if applicable)
• Make sure receipts are uploaded prior to suspending/deleting Google Suite access
• Delete the employees "hello world" in the handbook (https://handbook.doublegdp.com/handbook/)
• Mark as inactive on the [company milestones](https://docs.google.com/spreadsheets/d/1POhDzesk5fEjiafkWxJmsFnjbY5F_c--0fmFdSiO2vE/edit#gid=0)
• Remove employee and role from [Handbook Teams Page](https://gitlab.com/-/ide/project/doublegdp/handbook/tree/master/-/docs/company/teams.md/)

System Administrator TODOs

For the system administrator to complete. (Manager: please assign to either Nolan or April.)

• Remove from Google Suite, and any group membership within (e.g. "eng" or "CSM")
  • If there are legal issues pending with the teammate, Suspend rather than Delete the user.
  • If there are no legal issues, then Delete the user. That teammate's manager should make the decision on whether to keep any documents or data from the account.
• [ ] Downgrade GitLab access (remove Owner) - use "Maintainer" role under the "DoubleGDP" Group by default
• Remove Slack access
• Google Analytics (should be automatic via SSO)
• Remove from DGDPYouTube
• Remove from OnePassword
  • Double-check individual vault access
• Remove Zoom (if appliable) - use "Basic" account for engineers, "Licensed" account for teammates who we expect to host meetings frequently
• Remove from Expensify (if applicable) - only remove if there are no pending transactions/expense reports
• Remove from AirTable CRM (if applicable)

Reference: Additional removal for Operations Manager

• Remove as primary administrator on Bank of America
• Remove administrator access on SVB
• Remove administrator access on Brex
• Remove administrator access on Gusto
• Remove administrator access on G Suite
• Transfer airchena.com domain to Nolan
• Change domain payment information to Cecilia's card
• Remove administrator access from Airchena.com G Suite
• Remove owner access on Chena YouTube channel
• Remove administrator access on TransferWise
• Inform accounting that tax payments need to go on Cecilia or Nolan's card
• Notify DoubleGDP teammates of transition

Considerations

• Do any items need to be returned? e.g., laptop -- items purchased that are over the threshold where company owns them any legal needs to cover?

Not applicable.