> For the complete documentation index, see [llms.txt](https://vaudevilleventures.gitbook.io/vaudeville-ventures/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://vaudevilleventures.gitbook.io/vaudeville-ventures/general-vv-and-hr/offboarding.md).

# Offboarding

Use [this template](https://app.asana.com/0/1113337103447062/list) in Asana to make items for each task

#### **Communication**

* Determine last day
* Debrief employee on benefits - COBRA, 401k, other benefits
* Meet with Manager/Taylor/Lisa
* Inform relevant clients
* Resignation
  * Employee drafts email to team, reviewed by manager
* Termination
  * Determine severance, if any, and execute Separation Agreement
  * Depending on the circumstances, employee drafts email to team reviewed by manager; alternatively, announced in staff meeting post-termination

#### **Transition Work**

* Employee/Consultant writes up outstanding job details and duties
* Ongoing tasks - reassign in Asana as necessary
* Current and upcoming projects and deadlines
* Necessary contact information
* Determine who is assuming resigning/terminated employee’s responsibilities
* Meet with manager to transition work

#### **Exit Interviews**

* Manager/Taylor/Lisa
  * Relationship with managers, co-workers and consultants - did the employee receive necessary feedback, guidance and training to succeed in role
  * Triggers that contributed to employee’s decision to leave
  * Sufficiency of perks, benefits and opportunities provided by VV
  * Job description inaccuracies and suggestions for clarity of roles at VV
  * Overall satisfaction with VV and areas where we could improve

#### **Logistics**

* Remove from Slack, Asana, Harvest and Zoom (reassign tasks in Asana first)
* Terminate in Justworks and Ubiquity
* Remove from Gmail
  * Determine appropriate person to whom to transfer data/files
  * Follow these [steps](https://www.backupify.com/blog/the-11-steps-to-take-before-you-delete-a-user-from-a-google-apps-domain) prior to Gmail deletion, including:
    * Set a new password and grant access to check email to designated person for predetermined period of time prior to account deletion
    * Set up OOO auto-responder directing correspondents to whom they should direct inquiries
    * Transfer data files to designated person - more info [here](https://support.google.com/a/answer/33314?hl=en)
    * If applicable, log into all non-core G-Suite services, including AdWords, Google Analytics, Blogger, Feedburner, Google Voice and YouTube, and transfer key data to appropriate person
* Delete email account 30-60 days after departure