1. Initiate
Confirm the resignation or termination with HR, review the contract, record the effective date, and identify who will absorb the work. Inform the client discreetly and professionally.
2. Remove Access
Before the termination notice, HR disables the company account, moves OneDrive files to the terminated folder, removes Hubtasks and Notion access, deactivates time tracking, and revokes internal-tool access. The SPM removes client-platform access, notifies client leads, and assigns temporary coverage.
3. Send Notice
After systems and files are secured, send the approved contract-termination notice with the effective date, required return of company property, and approved reason language.
4. Document and Monitor
Notify the client, reassign active tasks, timestamp all actions, and monitor platforms for at least one week for unauthorized access. Escalate misconduct or theft cases to HR.