Cleaning Technician Offboarding

Before Proceeding: Confirm that the Cleaning Technician has officially submitted their resignation and confirm their Last Day of Work

1. Schedule the Exit Interview

• Schedule the Cleaning Technician’s Exit Interview as soon as possible.
• Ensure the Exit Interview is completed before their last day of work.
• Complete the Exit Interview Form during the meeting.

2. Coordinate the Return of Company Supplies

• Schedule a date and time for the technician to return all company-issued supplies and equipment.
• Coordinate the return with Alexandra and/or Anita.

3. Create a ClickUp Task – Reassign Scheduled Jobs

• Assignees: Alexandra, Celina, and Anita
• Task Name: [CT Name] – Reassign/Move Scheduled Jobs
• Due Date: 1–2 business days before the technician’s last day of work
• Task Requirements:
  • Review the technician’s upcoming schedule.
  • Reassign all recurring clients.
  • Move any future scheduled jobs to another Cleaning Technician.
  • Confirm all schedule changes have been completed before closing the task.

4. Create a ClickUp Task – Remove MaidCentral Availability

• Assignee: Ingrid
• Task Name: [CT Name] – Remove Availability Blocks in Maid Central 
• Due Date: 1 day after the technician’s last day of work
• Task Requirement:
  • Remove all availability blocks from MaidCentral to ensure the former technician no longer appears on the Availability Calendar.

Next Step

Once all of the above tasks have been completed, proceed with the Termination Process in Gusto.