Onboarding and offboarding staff members
A checklist for system access and accounts
Summary
This document outlines the various steps you may need to initiate when onboarding and offboarding a staff member or volunteer.
Onboarding
New Front Door systems
- Staff email address
- Website account 1. Permissions 2. 'About' content
- CCB/Elvanto account (if not already a member) 1. Permissions
- Mailing list 1. Management access 2. Add to staff mailing list 3. Add to leaders mailing list 4. Add to members mailing list
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Sparkleshare access
- Folder level access
Other systems
- Local network access/MAC address registration
- Local printer setup
- Social media access/admin
Offboarding
New Front Door systems
- Staff email address
- Website account 1. Permissions 2. 'About' content
- CCB/Elvanto account 1. Permissions
- Mailing list 1. Remove Management access 2. Remove from staff mailing list 3. Remove from leaders mailing list 4. Remove from members mailing list
-
Sparkleshare
-
Folder level access
- Remove any personal content
-
- Delete local office personal content
Other systems
- Local network access/MAC address registration (if relevant)
- Social media access/admin