Offboarding | Notion

Saying goodbye to Pied Piper (from a colleague) and to a colleague (from Pied Piper) is a very normal and natural thing. When done right, it can even be a beautiful thing.

We advise you to read the backdrop below first, but feel free to jump in right away with the 'Here's what you can do'-section :). General note: you do not have to do this alone, so please ask for advice and help!

Review the Offboarding to start the offboarding process.

QUICK LINKS

Offboarding Team Member

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HR Email & Message Templates

Backdrop & What To Do

<aside> <img src="/icons/send_blue.svg" alt="/icons/send_blue.svg" width="40px" /> Offboarding Task Checklist

❗Do not use this when offboarding. This is just an overview of what needs to be done when offboarding. The full offboarding process/checklist can be found inside Offboarding Team Member

Pre-Offboarding

[ ] Notify HR the offboarding date and provide the reason (if applicable)
[ ] Send announcement to the team via Slack
[ ] Suspend Email
- [ ] set reminder to deactivate Google Workspace 1 week later
[ ] Terminate Contract on Upwork
[ ] Re-assign important tasks to a different team member if applicable
[ ] Create an offboarding task inside Offboarding Team Member database to start their offboarding process
- [ ] List down all of their assigned tasks & re-assign as required and add it to the offboarding task

Offboarding Process

Remove access to all tools and systems

[ ] Remove from Notion
[ ] Remove from Slack
[ ] Remove from Jira
[ ] Remove from Gusto
[ ] Remove from 1Password
[ ] Remove from 1-on-1 & team meetings
[ ] Send Offboarding Thank You email HR Email & Message Templates

Post Offboarding (one week later)

[ ] Deactivate Google Workspace
- [ ] Make sure to select transfer ownership of this user’s data to another user
  - select main email account
    - [ ] Select all data to transfer
      - [ ] Drive & docs
      - [ ] Brand accounts
      - [ ] Data studio
[ ] Review and update the Offboarding Team Member </aside>