# Complete process for handling departed/former/previous employee

**URL:** <https://forum.asana.com/t/complete-process-for-handling-departed-former-previous-employee/519181>\
**Category:** Ask the Community\
**Tags:** tasks, admin\
**Created:** [26 August 2023 00:48 UTC](https://forum.asana.com/t/complete-process-for-handling-departed-former-previous-employee/519181 "2023-08-26T00:48:35Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![AuntJan](https://luna1.co/8d76cd.png) [@AuntJan](https://forum.asana.com/u/AuntJan)\
**Post date:** [26 August 2023 00:48 UTC](https://forum.asana.com/t/complete-process-for-handling-departed-former-previous-employee/519181/1 "2023-08-26T00:48:35Z")

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Hi!

I’m trying to understand the complete process for handling a departed/former/previous employee. So far, I think I have some of the pieces:

- Employee is deactivated in O365 which causes their tasks to be added to a new project "Jane Doe’s Previously Assigned Tasks. We won’t have to manually deprovision the employee, correct?

- The chosen Super Admin becomes owner of the new project and can reassign tasks to a different employee. Can be done in bulk.

- Can the Super Admin reassign ownership of the new project to the manager of the departed employee?

- Does Asana pull in Manager information from O365? If so, could Asana assign the new project to the Manager automatically?

- What about Projects, Portfolios, Dashboards that are owned by the departed employee? Can they be transferred to a new owner in bulk?

- Finally, what about fields created by the user with the “Only you can edit this field’s settings”? How can these fields be reassigned?

Thanks much!!!

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**Author:** ![Phil\_Seeman](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/phil_seeman/32/81525_2.png) [@Phil\_Seeman](https://forum.asana.com/u/Phil_Seeman)\
**Post date:** [26 August 2023 02:07 UTC](https://forum.asana.com/t/complete-process-for-handling-departed-former-previous-employee/519181/2 "2023-08-26T02:07:21Z")

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Hi @AuntJan,

Here are (IMO) the best resources for this topic:

> [@Remove/Offboard/Deprovision (or Pause) a User from an Organization, and what to do beforehand](https://forum.asana.com/t/remove-offboard-deprovision-a-user-from-an-organization-and-what-to-do-beforehand/202645):
>
> Before you remove a user from your organization it’s good to take several steps to avoid possibly losing some item access (which could require Asana Support to restore). I couldn’t find this information in one place, and since it’s hard to remember when only periodically needed, I decided to create this as a reference. Before removing the user, consider carrying out these steps for any items you care about: Note: These steps are easiest to carry out if you log in with the credentials of the…

> [@Offboarding report: a tool to manage an employee leaving](https://forum.asana.com/t/offboarding-report-a-tool-to-manage-an-employee-leaving/238785):
>
> Hi, If you have been using Asana for a while and were confronted with a user leaving, you know it usually leaves a trail of problems: templates they owned can’t be edited anymore, custom fields they created were locked, nobody is notified to update goals they owned… At iDO, we like to create useful tools, and we created [Offboarding report](https://minimalist-work.com/asana/offboarding-report). The tool will generate a report of all objects owned by someone leaving. Word of warning: we suggest the employee runs the tool themselves because they m…

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**Author:** ![AuntJan](https://luna1.co/8d76cd.png) [@AuntJan](https://forum.asana.com/u/AuntJan)\
**Post date:** [26 August 2023 02:20 UTC](https://forum.asana.com/t/complete-process-for-handling-departed-former-previous-employee/519181/3 "2023-08-26T02:20:55Z")

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Thanks so much! I will check this out on Monday.

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**Author:** ![system](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/system/32/276370_2.png) [@system](https://forum.asana.com/u/system)\
**Post date:** [2 September 2023 02:21 UTC](https://forum.asana.com/t/complete-process-for-handling-departed-former-previous-employee/519181/4 "2023-09-02T02:21:19Z")

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