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Admin Offboarding Instructions#

This checklist is for the assigned lab staff running the offboarding process.

Before the Offboarding Initialization Meeting#

  1. Create a folder in Offboarding Reports with the name of the lab member.
  2. Share this folder to their BHKLab Gmail (e.g. bhklab.johndoe@gmail.com).
  3. Share the Lab Off-boarding Information template with the lab member.
  4. Share the Offboarding Policy with the lab member.

Email Template#

Send the following email to the lab member to schedule the two meetings: Email Template

During the Offboarding Initialization Meeting#

  1. Walk through the Offboarding Policy with the lab member.
  2. Make sure they have access to their Offboarding Report folder and Information template.
  3. Send the Exit Interview Form to the lab member via their BHKLab Gmail.
    1. Explain that the Exit Interview form should be completed just prior to the exit interview.
  4. Request that the lab member change the password to their BHKLab Gmail account and share this with the lab coordinator.

During the Exit Interview#

UHN Account#

The Office coordinator (Soleil Miron) has to make sure that the employee’s UHN email/inbox is inactivated.

Lab Service Access#

Make sure that access to lab resources are inactivated.

Note

Check the Exit Interview form to see if any of the following lab resources have been requested to be kept active for the lab member.

Service list:

  • Slack
  • GitHub
  • Google Groups
  • H4H
  • GPU Server
  • Cloud services (GCP, AWS, Azure)
  • Miro
  • Paperpile

After the Exit Interview#

To be done by assigned lab staff in charge of offboarding:

  1. Update member status in the BHKLab Member Tracking sheet to 'Alumni'
  2. Update member status on website
  3. Remove the member from the Lab Member Expertise page