Offboarding – Manager Process

Details:

Send off-boarding notification

Conduct Exit Interview (Derek)

Record Employee Details

Trumaker HQ:

Reset Password

Set autoresponder [Template]

Go through offboard FSD emails (Travis)

Client Reassignment (If Any)

Operations (Melissa):

Checklist

Final Checklist:

Terminate Accounts (See List)

Collect company property

Details:

Send off-boarding notification

1

Notify [email protected]

Conduct Exit Interview (Derek)

Record Employee Details

First Name

Last Name

Title

Phone Number

Preferred Pronoun for Automated Email:

Date of Notice

Last Day

Exit Interview Date

Region:

Other:

Additional Notes

Trumaker HQ:

Reset Password

1

Gmail
2

Trumaker Dash

Gmail

Login to google.com/a
Enter trumaker.com as your domain
Use [email protected] , pw trumaker9290 (For trumaker.com, you need Michael to give you admin access via. your
Look up their emails and change their pw to htrumaker228

Admin

Look up Outfitter account on admin.
Click Edit Stylist -> Check to change the password -> Change it to htrumaker228

Set autoresponder [Template]

Auto-responder Template:

Thanks for your email. I have moved onto a new opportunity as of {{form.Last_Day}}. If you have any outstanding concerns, please email [email protected].

Kind Regards,
{{form.First_Name}} {{form.Last_Name}}