De-boarding Process Checklist
Remove access from the following assets. Mark N/A if they never had access.
- Google Suite
- Transfer files to your own drive, then move the folder to the BlitzMetrics Drive under the Ex-employees Drive folder.
- Basecamp
- Timecamp
- Download member’s Timecamp report for the remaining dates of employment.
- Delete access to Timecamp.
- Facebook Business Manager
- Facebook Workplace
- Infusionsoft
- Remove member accounts.
- Team Roster
- Operations Email List
- Academy
- YouTube
- Boomerang!
- Blitzmetrics.com
- BlitzNation
- BlitzMetrics Academy Members
- BlitzMetrics VIP Members
- Retrieve company equipment
- Remove software subscriptions
- Team lead needs to re-assign their current projects/tasks
- Notify the Financial Specialist or an authorized VA when someone has been de-boarded so they can remove them from the payroll properly
For Specialists and VAs who left on good terms, maintain access to BlitzMetrics Academy. If they did not leave on good terms, then they do not get any access.
