Staff member leaving *

First Name

Last Name

Last day of employment *

MM

DD

YYYY

Manager initial tasks

Select tasks that have been completed.

Deactivate staff profile in MindBody which deletes password, username, and takes away all permissions

End their staff class membership on their consumer profile in MindBody

Remove from staff newsletter email lists

Make sure there are no references to them on in-studio printed materials

Collect key or change door code

Center manager tasks

Select tasks that have been completed.

All books from lending library have been returned

Healing service room emptied (healer only)

Photo taken of healing service room to capture any damage that needs repair (healer only)

All GL equipment, props, etc have been returned

All personal items have been removed from the center including yoga mats, photos, papers in their file, etc.

Business cards removed (healers only)

Photo removed from the photo shelf (healers only)

Nameplate removed from outside healing service room

If moving, address captured in Quickbooks in either Employee File or Vendor File

For front desk staff and managers: change studio email password

Manager/accountant final tasks

Select tasks that have been completed.

Invoice credit card fees

Deactivate vendor/contractor in Quickbooks

Refund security deposit

Mail final check

Terminate in Quickbooks > Employees after final check