New Hire on Monday? Employee Leaving Friday? Don't Wing It.

Most businesses handle IT onboarding and offboarding ad hoc. Things get missed — new employees can't work on day one, departed employees still have access months later. This checklist fixes both problems.

One Checklist. Two Critical Processes. Zero Guesswork.

This checklist gives you a repeatable, documented process for both onboarding and offboarding — so nothing gets missed, nobody waits around, and no former employee keeps access they shouldn't have.

  • Day-one setup checklist — everything ready before the new hire walks in
  • M365 license and group assignment — the right access from the start
  • Equipment provisioning template — laptop, monitors, peripherals
  • Security training requirements — what to cover and when
  • Offboarding access revocation checklist — disable everything, miss nothing
  • Equipment return process — get your hardware back
  • Data preservation steps — keep what you need before deleting accounts
  • Account disable/delete timeline — when to disable, when to delete, when to reclaim licenses

Former Employees with Active Accounts Are a Top Breach Vector

Studies consistently show that a significant percentage of former employees retain access to company systems after leaving. Whether it's malicious or just an oversight, an active account for someone who no longer works for you is a security incident waiting to happen.

New Hires Lose an Average of 2 Days to IT Setup Delays

When IT setup isn't planned ahead, new employees sit around waiting for accounts, equipment, and access. That's lost productivity, a terrible first impression, and a sign that your IT processes need work. It's entirely preventable.

Most Businesses Have No Documented Process for Either

It lives in someone's head. Maybe the IT guy's head, maybe the office manager's. When that person is out sick or on vacation, everything grinds to a halt. A documented checklist means anyone can execute the process, every time, without missing steps.

Get the Onboarding & Offboarding Checklist

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  • Complete onboarding checklist — before day one through first week
  • Complete offboarding checklist — day of through 30 days after
  • Written for small businesses, not enterprises
  • Ready to use immediately or customize for your business
  • Completely free, no strings attached

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