Templates / IT help desk
Employee Offboarding Checklist for IT (SOP)
A secure offboarding procedure so departing employees lose access on time and company data stays put.
- Confirm the last day and time with HR
Agree whether access ends at end of day or immediately (for involuntary exits).
- Block sign-in to the main account
Disable the directory/email account and revoke active sessions.
- Reset the password and remove MFA methods
- Convert or delegate the mailbox
Forward email to the manager or convert it to a shared mailbox per your retention policy.
- Transfer file ownership
Move documents in personal drives to the manager or a team folder.
- Remove access to third-party apps
Check SSO apps plus anything signed up for with a company email (CRM, social accounts, vendor portals).
- Collect and wipe devices
Retrieve the laptop, phone and badges. Wipe and re-image before reissuing.
- Remove licenses and document completion
Free the paid licenses and log every step in the offboarding ticket.
- Shared passwords the person knew should be rotated the same day.
- Keep a running list of every app a role uses so offboarding never misses one.
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