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off-boarding.md

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dwyl off-boarding process

From time to time, people move on to pastures fresh. This document is a checklist for how to make this as easy and painless for the dwyler as well as for dwyl.

The dwyler should...

First, tie up loose ends with your project work

  • Search through all open issues / pull requests assigned to you on github and ensure you've provided some sort of resolution
  • Start copying other people in on any client/supplier email chains, so other people know what's going on with projects you're on

Transfer software and hardware to dwyl

  • If you're the "account owner" for any SaaS / hosting / etc providers, transfer ownership to the dwyl dev "master account" (ask for details if you don't know). For example...
    • Heroku
    • Google drive
    • Amazon AWS
  • Return any company hardware - e.g. laptop, iPad
  • Return any books to the library
  • Return your set of office keys

Deal with anything requiring your dwyl account

  • Unsubscribe from email subscriptions you use your dwyl email address for (search your inbox for "unsubscribe")
  • Change account details for anything personal you've signed up for with your dwyl address
  • Download any files in your Google account that you might need - your email address will only be kept active for one month after your last day
    • Freelancers: note that copies of all of your invoices are sent to your email address, and you might well want to hang onto those for your records
    • PAYE dwylers: your payslips might also be sent to your email address, so you should definitely download those - your Xero Payroll login will expire 14 days after your final day

Do the usual HR tasks

  • Book any holidays as soon as possible

  • Make sure to submit any expense claims in good time, so they can be settled along with your final invoice/payslip

  • Confirm your contact details with dwyl in case we need to send anything on / contact you for some reason

  • Note: your relationship with the pension provider is between you and them only, and this won't change (other than dwyl no longer paying into your pot!)

dwyl will...

  • Inform clients / suppliers of your departure, or confirm to you that you may do so yourself
  • Arrange a friendly exit interview with you
  • Ensure your expenses are settled along with your final payslip
  • Ensure you're paid for any accrued holiday you've not yet taken
  • Ensure any changes to credentials / account details / etc are propagated (e.g. updating Google docs)
  • Revoke your access to any private github repositories
  • Send you your P45 form to give to your new HR department / for your records