{"id":12277,"date":"2017-11-09T01:41:37","date_gmt":"2017-11-09T01:41:37","guid":{"rendered":"https:\/\/www.process.st\/templates\/offboarding-manager-process\/"},"modified":"2024-02-28T20:43:24","modified_gmt":"2024-02-28T20:43:24","slug":"offboarding-manager-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/offboarding-manager-process\/","title":{"rendered":"Offboarding &#8211; Manager Process"},"content":{"rendered":"<section id=\"details\">\n<h2> Details: <\/h2>\n<\/section>\n<section id=\"send-offboarding-notification\">\n<h2> Send off-boarding notification <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Notify offboarding@trumaker.com\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"conduct-exit-interview-derek\">\n<h2> Conduct Exit Interview (Derek) <\/h2>\n<\/section>\n<section id=\"record-employee-details\">\n<h2> Record Employee Details <\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> First Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Last Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Phone Number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Preferred Pronoun for Automated Email: <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of Notice <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Last Day <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Exit Interview Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Region: <\/label><br \/>\n   <select disabled=\"disabled\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Other: <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Additional Notes <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"trumaker-hq\">\n<h2> Trumaker HQ: <\/h2>\n<\/section>\n<section id=\"reset-password\">\n<h2> Reset Password <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Gmail\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Trumaker Dash\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><strong>Gmail<\/strong><\/p>\n<ol>\n<li>Login to&nbsp;google.com\/a<\/li>\n<li>Enter trumaker.com as your domain<\/li>\n<li>Use <a href=\"mailto:belle@trumaker.com\" rel=\"nofollow noopener\" target=\"_blank\">belle@trumaker.com<\/a>&nbsp;, pw trumaker9290 (For trumaker.com, you need Michael to give you admin access via. your&nbsp;<\/li>\n<li>Look up their emails and change their pw&nbsp;to htrumaker228<\/li>\n<\/ol>\n<p><strong>Admin<\/strong><\/p>\n<ol>\n<li><span>Look up Outfitter account on admin.<\/span><\/li>\n<li><strong><\/strong><span>Click Edit Stylist -&gt; Check to change the password&nbsp;-&gt; Change it to htrumaker228<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"set-autoresponder-template\">\n<h2> Set autoresponder [Template] <\/h2>\n<div class=\"text-content\">\n<p><strong>Auto-responder Template:<\/strong><\/p>\n<p>Thanks for your email. I have&nbsp;moved onto a new opportunity as of {{form.Last_Day}}. If you have any outstanding concerns, please email&nbsp;<a href=\"mailto:support@trumaker.com\" rel=\"nofollow\">support@trumaker.com<\/a>.<\/p>\n<p>Kind Regards,<br \/>{{form.First_Name}} {{form.Last_Name}}<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<ol>\n<li><span>Login to Google Admin with&nbsp;<\/span><a href=\"mailto:admin@trumakeroutfitter.com,\" rel=\"nofollow noopener\" target=\"_blank\"><span>admin@trumakeroutfitter.com,<\/span><\/a><span>&nbsp;password: htrumaker701.<\/span><\/li>\n<li><span>Look for Outfitter email.<\/span><\/li>\n<li><span>Click on the top right icon that has a lock and reset password to htrumaker228.<\/span><\/li>\n<li><span>Logout and login to Outfitter email.<\/span><\/li>\n<li><span>Go to their settings and scroll to the bottom.<\/span><\/li>\n<li><span>Turn Vacation responder on and copy and paste template.<\/span><\/li>\n<\/ol><\/div>\n<\/section>\n<section id=\"go-through-offboard-fsd-emails-travis\">\n<h2> Go through offboard FSD emails (Travis) <\/h2>\n<\/section>\n<section id=\"client-reassignment-if-any\">\n<h2> Client Reassignment (If Any) <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Download Manager's client list\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Forward client list to Manager to be reassigned\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Reassign clients\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"operations-melissa\">\n<h2> Operations (Melissa): <\/h2>\n<\/section>\n<section id=\"checklist\">\n<h2> Checklist <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Remove from Expensify\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Update payroll\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Final paycheck is delivered\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"final-checklist\">\n<h2> Final Checklist: <\/h2>\n<\/section>\n<section id=\"terminate-accounts-see-list\">\n<h2> Terminate Accounts (See List) <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Email - deactivate 3 months after last day\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Salesforce\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Dashboards (Outfitter\/Admin\/Manager)\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Remove from group.me\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Remove from looker\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Remove from Dropbox folders\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add offboard date on admin\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"collect-company-property\">\n<h2> Collect company property <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li 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