Offboarding Check-List for Jay

@nolanmyers starting this list here, so that we can track transition items as they come up.

List of additional transition items to track

• Create "out-of-office" auto reply for emails received
• Transfer SVB role to Nolan
• Remove SVB admin access
• Create list of recurring charges on Brex, transfer to Nolan's Brex card
• Remove Brex admin access
• Transfer Google Domain renewals
• Remove Gusto admin role/account
• Remove Quickbooks admin role/account
• Remove jay@doublegdp.com from email lists (Accounting, SAAS, Support, Finance, others?)

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This is the standard checklist for all employees. To be reviewed/edited as necessary.

Here are the steps required to offboard employees:

Manager TODOs

Administrative - [ ] Conduct exit interview

• Terminate company credit 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/)
• Remove picture and bio from our website.
• Mark as inactive on the company milestones
• Remove employee and role from Handbook Teams Page

System Administrator TODOs

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

• **HOLD ** 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.
• **HOLD ** Remove from GitLab - use "Maintainer" role under the "DoubleGDP" Group by default
• **HOLD ** Remove Slack access
• Google Analytics (should be automatic via SSO)
• Remove from Pilot
• **HOLD ** 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
• **HOLD ** Remove from AirTable CRM (if applicable)

Reference: Additional removal for Engineers

• Remove from Development Environment
  • Digital Ocean
  • Google SSO
  • Facebook SSO
  • Certficate SSL
  • CloudflareDNS
• Remove from Rollbar

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? - [ ] Google Wifi router