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Kurt Tomicich
2016/01/07
Procedure
Reference
Subject:
Employee Exit Procedure
Category:
Customers\ CDA\ HR
Version:
beta1
Revision Date:
2016/01/07
Modified:
2016/01/07
Originator
Reviewers
Kurt Tomicich
Roughly based on old form for PS - Requires updating
Full Name
LOGON
PASSWORD
Alarm
LAN
Email
QB
Phone
Systm
Other:
Blue
: Different Login and/or Password - See Doc
NOTES:
Old Password:
Temp Password:
Email and archive db to:
Rename their archived timesheets folder at
N:\HR\Timesheets\
to
Timesheets
and move it to
N:\HR\Exit-Release docs\
Employee Name
Fill out Exit Documentation for Employee File
save to
N:\HR\Exit-Release docs\
Employee Name
Website Management Consoles
Merchant Services
Merchant Services
GoPayment
Delete Alarm entry
Social Media (Ryan)
Delete Pertino account
Email 1
Change Password
Log in to webmail using the temp password, will be prompted to provide the new password
Office365 / Details
Change username to ...onmicrosoft.com
Exchange / Recipients / Mailboxes /
Email Address - Remove all but the ...onmicrosoft.com address
Organization - Remove contents of Company
Remove from any Groups
Member Of gives list, remove from Exchange Admin / Recipients / Groups
Go to the person who gets their mail and add all appropriate aliases
If applicable, set Mobile Device to purge company data: Mailbox Features / Movile Devices / View details
QuickBooks
Also, notify Accounting to update the Employee record in QuickBooks
Firefly
Who's On
SkyDrive
PC - company owned
Scavenge the email database
Create a local PST file
%Name%'s Archive
Copy all email and folders to it
Copy contacts to it
Evaluate Calendar
Move the PST file t
o User's
M:\
Drive
Check for personal files in Desktop and User's folders, move to above Archive location
Network
Move any documentation on personal M: drive (...\Users$\%username%) to
\\WPS-Server\Users$\_Archive\%LastName, FirstName%
or
designated person's M: drive, delete the folder
Delete local PC account
Delete Server Account
Email 2
After completing email archiving, delete the email account
Give the appropriate person access to the archived email database
Phone System
Update extension name in phone system
Reset VM password
Update Phone Extension List at
L:\Phone Stuff\Phone Extensions.xlsx
Update the official document
Distribute if necessary
Update Phone Button Labels at
L:\Phone Stuff\Button Labels
- if possible, mock up a single sheet to be printed for updating all phone labels
Distribute if necessary
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