Exit Procedure for NPAs - Revision history

Mkille at 17:26, 31 July 2013

2013-07-31T17:26:21Z

Liliana at 00:57, 17 November 2011

2011-11-17T00:57:04Z

Laurel: removed general HR category

2011-07-17T00:18:44Z

removed general HR category

Laurel: removed general HR category

2011-07-17T00:18:32Z

removed general HR category

Rfs at 22:20, 30 April 2011

2011-04-30T22:20:01Z

Laurel at 18:07, 15 December 2010

2010-12-15T18:07:50Z

Rfs at 15:17, 2 September 2010

2010-09-02T15:17:30Z

Rfs at 15:11, 2 September 2010

2010-09-02T15:11:11Z

Laurel: new page

2010-09-01T15:11:11Z

new page

New page

This is a work in process to be approved by the HR committee
NPA Exit Procedure

Because situations will vary, some of these steps will be more critical or time-sensitive in different cases. Documentation, however, is a must.

:Name of exiting NPA: ____________________
:Name of person completing checklist: _____________________

{| class="wikitable" BORDER=1px CELLPADDING=5 CELLSPACING=0 width=100%
|- style="background:black; color:white"
!| NPA exit procedure
!| Date

|-
|| Get keys and update [[Keyholders]] page. (this step may not be immediately necessary if they are on the schedule for substitute shifts) ||
|-
|| Complete the [[Apprentice Exit Questionnaire]] ||
|-
|| Determine status: for example, ''resigned / laid off / fired''* ||
|-
|| Get them their last paycheck (if they have substitute shifts on the schedule, this can wait as it is not their last day working at Free Geek)
|-
|| 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). ||
|-
|| Notify Paychex ||
|-
|| Review whether we need to change [[Keyholders|locks]]/passwords ||
|-
|| Edit their database record, removing sign-in rights and cashier rights (unless they're okayed to continue volunteering or subbing in those roles) ||
|-
|| Remove from restricted email lists and server groups
* Paid Workers email list
* Locks email list
* other committee email lists as determined by those committees
* fgstaff group on application server (what is this?)
* beancounters group on application server (probably) (what is this?)
|-
|| Announce it to the community ||
|-
|| Remove from the [[SFreekiWiki:Contact Info|contact list]] and [http://www.freegeek.org/about/structure/staff/ staff page] on website. ||
|-
|| Update the RT Personnel Files. ||
|-
|| In database, edit 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". ||
|-
|| In scheduling software, remove from future shifts, standard shifts (used to generate future schedules), and any meetings. ||
|-
|| Remove access code from the alarm system:
* Remove the alarm code itself from the access terminal.
* Edit encrypted file of alarm access codes.
* Contact service company to notify them of the change.
|-
|}

* Document decision and supporting evidence in their personnel file on RT. If they resigned (left of their own accord) request a letter of resignation including last day of work,
last day on payroll, reason for leaving. (This documents that Free Geek did not terminate them, and helps keep our unemployment payments low.)

== Ongoing ==
* Calls about former employees should go to members of the HR committee.
* Information about unemployment should go to HR as well.

[[Category:Procedures]]
[[Category:HR]]

← Older revision		Revision as of 17:26, 31 July 2013
Line 1:		Line 1:
		+	{{Delete}}
		+
	NPA Exit Procedure		NPA Exit Procedure

← Older revision		Revision as of 00:57, 17 November 2011
Line 66:		Line 66:
	[[Category:Procedures]]		[[Category:Procedures]]
	[[Category:Exit Procedure]]		[[Category:Exit Procedure]]
		+	[[Category: NPA]]

← Older revision		Revision as of 00:18, 17 July 2011
Line 65:		Line 65:

	[[Category:Procedures]]		[[Category:Procedures]]
−	[[Category:Exit Procedure]	+	[[Category:Exit Procedure]]

← Older revision		Revision as of 00:18, 17 July 2011
Line 65:		Line 65:

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

@@ Line 30: / Line 30: @@
 || Edit their database record, removing sign-in rights and cashier rights (unless they're okayed to continue volunteering or subbing in those roles) ||
 |-
-||  Remove from restricted email lists and server groups
+|| '''E-mail:'''
-* Paid Workers email list
+* Remove from restricted email lists and server groups
-* Locks email list
+** Paid Workers email list (unless they continue subbing)
-* other committee email lists as determined by those committees
+** Locks email list (unless they still hold an E-key)
-* fgstaff group on application server (what is this?)
+** other committee email lists as determined by those committees
-* beancounters group on application server (probably) (what is this?)
+* Ask if they want to remain on any lists at all.
 |-
 || Announce it to the community ||
@@ Line 56: / Line 58: @@
 |}
- * Document decision and supporting evidence in their personnel file on RT. If they resigned (left of their own accord) request a letter of resignation including last day of work,
+<nowiki>*</nowiki> Document decision and supporting evidence in their personnel file on RT. If they resigned (left of their own accord) request a letter of resignation including last day of work, last day on payroll, reason for leaving. (This documents that Free Geek did not terminate them, and helps keep our unemployment payments low.)
 == Ongoing ==

@@ Line 1: / Line 1: @@
 NPA Exit Procedure
@@ Line 51: / Line 50: @@
 |-
 ||  Remove access code from the alarm system:
-* Remove the alarm code itself from the access terminal.
+* Remove the alarm code itself from the access terminal. (Richard or Dave)
-* Edit encrypted file of alarm access codes.
+* Edit encrypted file of alarm access codes. (Richard or Dave)
-* Contact service company to notify them of the change.
+* Contact service company to notify them of the change. (Richard or Dave)
 |-
 |}

@@ Line 18: / Line 18: @@
 |-
 || Determine status: for example, ''resigned / laid off / fired''*  ||
 |-
 || Get them their last paycheck (if they have substitute shifts on the schedule, this can wait as it is not their last day working at Free Geek)
@@ Line 23: / Line 25: @@
 || 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). ||
 |-
-|| Notify Paychex ||
+|| Notify Paychex (verify correct address is on the record for tax forms) ||
 |-
 || Review whether we need to change [[Keyholders|locks]]/passwords ||

@@ Line 39: / Line 39: @@
 |-
 || Remove from the [[SFreekiWiki:Contact Info|contact list]] and [http://www.freegeek.org/about/structure/staff/ staff page] on website. ||
 |-
 || Update the RT Personnel Files. ||