# Employee termination prep

**URL:** <https://community.hubspot.com/t/employee-termination-prep/83572>\
**Category:** Tips, Tricks & Best Practices\
**Tags:** professional\
**Created:** [June 16, 2023, 11:43am UTC](https://community.hubspot.com/t/employee-termination-prep/83572 "2023-06-16T11:43:20Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![AKAsammy](https://avatars.discourse-cdn.com/v4/letter/a/f17d59/32.png) [@AKAsammy](https://community.hubspot.com/u/AKAsammy)\
**Post date:** [June 16, 2023, 11:43am UTC](https://community.hubspot.com/t/employee-termination-prep/83572/1 "2023-06-16T11:43:20Z")

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I have the unfortunate job of removing a few members from our sales team next week. I’m worried about one of them retaliating if he has a chance. All of them are very active in Hubspot and have tasks and meetings assigned.

I know I can just delete their accounts as soon as they’re terminated, but I’m not sure what happens with all of their tasks & meetings. I would love some suggestions for how to mitigate any risk of lost data or how to make this as seamless as possible for our customers.

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [June 16, 2023, 12:03pm UTC](https://community.hubspot.com/t/employee-termination-prep/83572/2 "2023-06-16T12:03:39Z")

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Hi @AKAsammy,

That’s very unfortunate, sorry to hear. Here’s what I would do.

**1. Deactivate users.** As a first step, shortly before or while these coworkers learn about their termination, I would [deactivate](https://knowledge.hubspot.com/settings/deactivate-hubspot-users) these users. Other than with deleted contacts, you can still see deactivated users in change logs. If these users are also [assigned paid seats](https://knowledge.hubspot.com/account/manage-sales-hub-and-service-hub-paid-users), make sure to reassign them.

**2. Reassign records.** Go through all records (contacts, companies, deals, ticket, custom objects) and re-assign them to other users.

**3. Have new owners review records with upcoming activities.** On all objects, there is a “Next activity date” property. Instruct the new owners of the records to review all records where _Next activity date_ is known. (This can be done through a filtered view on the object index pages, e.g. _Menu_ \> _Contacts_ \> _Contacts_.) They can then decide on what to do – cancel meetings, reschedule meetings, reassign tasks, delete tasks, send emails about the change in point of contact etc. Tasks could be reassigned in bulk, theoretically but there might be a lot of tasks in there which do not apply anymore or are outdated.

**4. Delete users.** After a while, if there isn’t any need anymore to see change histories, you can delete the users. I usually wait for quite a long time. I want to be able to see deactivated users in change logs. Helps with troubleshooting.

If you’re concerned that users might find out before the official announcement, I would already restrict system critical permissions such as workflows, exports, app marketplace access etc.

Let me know if you have any follow-up questions!

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**Author:** ![AKAsammy](https://avatars.discourse-cdn.com/v4/letter/a/f17d59/32.png) [@AKAsammy](https://community.hubspot.com/u/AKAsammy)\
**Post date:** [June 19, 2023, 11:13am UTC](https://community.hubspot.com/t/employee-termination-prep/83572/3 "2023-06-19T11:13:40Z")

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Thank you Karsten!