ITS and COLI have put together a checklist for when an employee prepares to leave Canisius. It is meant to be done with a supervisor, but can also be completed independently. This is in addition to and not a replacement of any HR-related/departmental-related/program-related offboarding procedures and/or exit processes. Finally, while this list is comprehensive, please confirm with your supervisor that there are no further technology-related items unique to your office or department that need to be looked into or transferred. Here are the first few:
- Do you own content in Google Drive or Microsoft OneDrive/MS365 that should be shared with others?
- For content in Google Drive, create a Shared Drive and add at least one person as a Manager. Then, start moving the content that needs to be shared to the Shared Drive.
- For Microsoft OneDrive/MS365, create a SharePoint Site or a Team in Microsoft Teams, which is a bit easier and automatically creates a SharePoint Site.
- Similarly, are you the sole owner of or are you in charge of a Canisius NetDrive that has departmental information? If so, contact Helpdesk and let them know who should have access to a NetDrive.
- Do you have personal files on your NetDrive? Make sure to download them to a personal, non-Canisius device.
- Do you have logins for web services (an office Facebook page, Canva account, YouTube Channel, etc.) that contains essential content for your successor/replacement?
- Make sure to update the email and password and provide that to the successor
For additional items, check out the Employee Technology Offboarding Checklist Wiki Page for more information.