Exit Procedure for Collective Members - Revision history

Mkille at 00:27, 1 March 2013

2013-03-01T00:27:40Z

Rfs at 22:15, 15 October 2011

2011-10-15T22:15:08Z

Laurel: removed general HR category

2011-07-17T00:17:57Z

removed general HR category

Laurel at 00:16, 17 July 2011

2011-07-17T00:16:01Z

Laurel at 00:15, 17 July 2011

2011-07-17T00:15:48Z

Rfs at 11:22, 8 April 2011

2011-04-08T11:22:44Z

Rfs at 10:55, 8 April 2011

2011-04-08T10:55:03Z

Rfs at 19:48, 5 April 2011

2011-04-05T19:48:11Z

Rfs at 22:21, 2 April 2011

2011-04-02T22:21:58Z

Rfs at 21:12, 2 April 2011

2011-04-02T21:12:35Z

← Older revision		Revision as of 00:27, 1 March 2013
Line 1:		Line 1:
		+	{{CollectivePhasedOut}}
		+
		+
	Collective Member Exit Procedure		Collective Member Exit Procedure

@@ Line 6: / Line 6: @@
 :Name of exiting collective member: ____________________
 :Name of person completing checklist: _____________________
 {| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
 |- style="background:black; color:white"
-!| Collective member exit procedure
+!| Staff member exit procedure
 !| Date
 |-
 || '''As far in advance as possible:'''
-* Ask them if they want to continue their health care with COBRA. If they are interested, have them speak with Laurel.
+* Ask them if they want to continue their health care with COBRA. If they are interested, have them speak with HR.
 * Ask about rolling retirement money out of our 403(b) VALIC plan.
 |-

← Older revision		Revision as of 00:17, 17 July 2011
Line 101:		Line 101:

	[[Category:Procedures]]		[[Category:Procedures]]
−	~~[[Category:HR]]~~
	[[Category: Exit Procedure]]		[[Category: Exit Procedure]]

@@ Line 102: / Line 102: @@
 [[Category:Procedures]]
 [[Category:HR]]
-[[Exit Procedure]]
+[[Category: Exit Procedure]]

← Older revision		Revision as of 00:15, 17 July 2011
Line 102:		Line 102:
	[[Category:Procedures]]		[[Category:Procedures]]
	[[Category:HR]]		[[Category:HR]]
		+	[[Exit Procedure]]

@@ Line 78: / Line 78: @@
 * Remove from the [[Staff Collective Members]] page on the wiki.
 * Remove from the [[Determining Seniority Policy| seniority list]] on the wiki.
 |-
 || '''In scheduling software:'''

@@ Line 21: / Line 21: @@
 * Directors e-mail list
 |-
-|| Security:
+|| '''Security:'''
 * Get keys and update [[Keyholders]] page.
 * Review whether we need to change [[Keyholders|locks]]/passwords (Richard)
@@ Line 31: / Line 31: @@
 ** Contact service company to notify them of the change. (Dave or Richard)
 * Arrange for picking up or delivering any personal property left at Free Geek.
 |-
-|| In RT:
+|| '''Social Media Accounts:''' Remove access to (when applicable):
 * Determine and note their status: for example, ''resigned / laid off / fired''*
 * Update the RT Personnel Files.
 |-
-|| In the database:
+|| '''In the database:'''
 * Confirm their address and phone number for our records
 * Edit their database record, removing sign-in rights and cashier rights (unless they're okayed to continue volunteering in those roles)
 * Edit their worker page. Change status to "inactive" starting on the first day the person is no longer working. Or, if the person is available for substitute shifts, change status to "substitute".
 |-
-|| Replacement and communications:
+|| '''Replacement and communications:'''
 * If applicable, ask if they are interested in substituting. This is not necessary if they are being fired, or moving away from the area, or if there are other issues raised (at the discretion of the HR committee).
 * If applicable, figure out logistics of transition to new hire: can they do training?
@@ Line 47: / Line 59: @@
 * Arrange for forwarding of email to other staff.
 |-
-|| Pay:
+|| '''Pay:'''
 * Notify Paychex (verify correct address is on the record for tax forms)
 * Get them their last paycheck and including vacation pay.  If there are vacation backpay or other payment issues, be sure this is clear and documented in the personnel file
 |-
-|| E-mail: Remove from restricted email lists and server groups
+|| '''E-mail:'''
 * Ask if they want to remain on any lists at all.
 * Ask if they want to continue using their @freegeek.org email address.
-* HR email list
+* Does s/he moderate any email lists?  If so, then pass them off to another.
 |-
-|| On the wiki:
+|| '''On the wiki:'''
 * Remove from the [[SFreekiWiki:Contact Info|contact list]] and [http://www.freegeek.org/about/staff/ staff page] on website.
 * Remove from the [[Staff Collective Members]] page on the wiki.
 * Remove from the [[Determining Seniority Policy| seniority list]] on the wiki.
 |-
-|| In scheduling software, remove from future shifts, standard shifts (used to generate future schedules), and any meetings.
+|| '''In scheduling software:'''
 |-
-|| Get feedback for the organization:
+|| '''Get feedback for the organization:'''
 * Was their job description adequate and accurate?
 * What would they change about the job?

@@ Line 22: / Line 22: @@
 * Get keys and update [[Keyholders]] page.
 * Review whether we need to change [[Keyholders|locks]]/passwords (Richard)
-* Recollect infrastructure equipment/other FG property they might have (laptop, credit card)
+* Recollect infrastructure equipment/other FG property they might have (extra laptop or other special hardware, credit card, etc.)
 ** If they were a credit card holder, make sure all recurring transactions based on that card are transferred to another card, or other arrangements made.
 * Remove access code from the alarm system: