Develop a transition plan with your employee regarding ongoing work and necessary materials, so that this knowledge will be made available to staff members after the employee’s departure. This includes copying or transferring:
- relevant documents/email
- work-related data
- digital materials on OneDrive, Google Drive, Dropbox, Evernote, personal folders on an FAS shared drive, etc.
- login information for department/group accounts, such as for Mailchimp or Amazon
To maintain compliance with Harvard's policy on access to electronic information, please review these FAS HR guidelines regarding requesting and receiving electronic information from departing staff members.
Decide what work needs to be completed before the employee departs, and who will take on incomplete work once the employee departs. Also, make sure to prepare helpful documentation for the next employee who will take on this work, whether that is a current employee or a new hire. Departing employees will lose access to the administrator privileges for any Harvard website of which they're the owner. Decide who to transfer the website administrator privileges to before the employee's last day.
Also, make sure to collect any Harvard property the employee may be in possession of, including but not limited to: Harvard ID card, office keys, HUIT technology (laptops, iPads, cell phones, etc), and PCard or Corporate Card. This includes any property that the employee might have taken (such as a chair, laptop stand, etc.) to work remotely.