Onboarding / Termination Checklist

Source: Notion | Last edited: 2025-03-21 | ID: 2f0bfa02-56b...

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Account and Permission

• Google Workplace
  • Reset password > Google Takeout > Archive Data
• Notion
• Lark
• Slack
• TimeDoctor
• GitHub
• ChatGPT
• ChatGPT API key
• Cursor.sh
• Trading account authorization(el-admin)
• Wage Point
• Atlassian(Jira, Confluence)
• AWS
• Serverless
• New Relic
• El-Admin
• 1Password
• Splashtop

Company Assets

• Laptops / Desktops
• Mobile phones
• Access cards

Onboarding Procedure

• Welcome in Lark
• Send employment agreement & NDA

Termination Procedure

• Review employment agreement to make sure legally abiding termination

• Issue termination notice through email

• Remove and archive associated mentioning in Notion

• Remove from company contact list

• Recategorize associated documents and files to Terminated Employee folder

• Remote Work Declaration Form T2200 if applicable (https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t2200.html)

• Vacation Pay adjustment

• [ ]

• Termination Checklist (Zixing Liu) (1)

• Onboarding Harsh Patel

• Onboarding Joeseph DeFeo (Checklist)