Before the meeting
- List everything they have: app accounts, shared passwords, devices, keys, badges and cards.
- Make sure someone else is an admin on every account where they are the admin or owner.
- Line up who will turn off each account, and when.
- Prepare their final paperwork.
During or right after the meeting
- Turn off their main work account and sign them out of every session.
- Remove them from every other app, starting with anything holding money or customer data.
- Collect laptops, phones, keys, badges and company cards before they leave the building, if you can.
- For remote staff, arrange a prepaid return of company devices.
The same day
- Change every shared password, door code and alarm code they knew.
- Remove them as an authorized user on bank, card and vendor accounts.
- Redirect their email so customers still reach someone.
Afterwards
- Handle final pay and benefits as your state requires.
- Save a dated record of what was removed and collected, and by whom.