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off-boarding-checklist.md

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Offboarding Checklist

IT Permissions and Access

To Do Notes
1Password Amenity, Chia, Diana, or Frank must complete
Slack
Miro Amenity or Diana must complete
Vision Zero Editor
Moped
Knack Applications Apps Team member must complete
Transportation GitHub organization
Reassign open Github issues
Zenhub
Google Drive
Fill out Separated Employee Request Form (SERF) Supervisor must complete
DTS email distribution list Remove after SERF is processed
About Us page
DTS Team Slide
DTS Orientation Slides
DTS Knowledge Base triage information

Recover organization assets

Review Equipment Checkout form submitted

Name Type
Badge access General access
Parking sticker General access
Laptop Hardware
Docking station Hardware
Monitors (if applicable) Hardware
Desk riser Office equipment
Chair Office equipment

Exit Interview

  1. Schedule exit interview
  2. Complete exit interview
  3. Analyze interview and retrieve insights

Transfer of Ownership

  1. Make sure stakeholders know who to contact, that projects and products have been re-assigned
  2. Give stakeholders status report of all ongoing projects
  3. Gather list of outstanding tasks
  4. Know where important files, documents, resources are located