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Leadership

Someone’s leaving

Fill this out once, as soon as you know their last day. Their accounts and equipment fill in from when they were hired, and everyone who has a part gets their task.

  1. You enter it here.
  2. IT suspends Google and the EHR, and moves their email and files to whoever takes over.
  3. Operations collects equipment and keys, and handles the final paycheck.
  4. Their supervisor hands off their clients and groups. Their future shifts become open shifts.

See everyone leaving now →

1Who and when
2Why (only leadership sees this)

The reason and rehire answer go only to the Departures record. IT and Operations never see them.

3Their work

Any shifts after their last day become open shifts, and coworkers are told so they can pick them up.

4Access and equipment

To remove or collect

Google and EHR access must end by the end of their last day (or right away, if you chose that). HIPAA requires ending access to client information when someone leaves.