What are the process for Offboarding Team Members?
Learn the step-by-step technical process for offboarding team members at Founder OS, including security measures, data migration, and software deactivation across multiple platforms.
This document provides a detailed, step-by-step guide for offboarding team members from Founder OS. It covers two main phases: Security & Email Management (including Google Admin tasks like resetting login cookies, disabling 2FA, data migration, and credential sharing) and Software Deactivation & Removal (covering various platforms such as HubSpot, Aloware, Notion, Slack, Loom, Zoom, Fathom, Skool, Asana, and PandaDoc). It emphasizes security, data transfer, and proper deactivation procedures for each platform. The document also includes troubleshooting information and video walkthroughs for each step.