employee offboarding checklist

A Comprehensive Guide to IT Offboarding for Employees

In the dynamic environment of today’s workplaces, the employee offboarding process is as crucial or even more so than the onboarding process. While a lot of emphasis is placed on welcoming new employees, the process of offboarding employees, especially from an IT security perspective, is equally vital. This article aims to provide a comprehensive guide to IT offboarding for employees, ensuring a smooth transition for both the departing employee and the organization.

Understanding the Importance of an IT Offboarding Process

IT offboarding is more than just a checklist for departing employees; it’s a critical process that protects company data, maintains security, and ensures compliance with legal and regulatory requirements. A well-structured offboarding process can also provide valuable insights for improving future operations and maintaining positive alumni relations with former employees.

Step-by-Step IT Offboarding Process

1. Notification of Departure

The employee offboarding process begins with a formal notification from HR. Prompt communication with the IT department is essential to initiate the employee offboarding process. Notification should be done via a ticketing system to ensure tracking and service level agreements are met.

2. Revoking Access

Email and Network Access

The timing of disabling access to the company email and network is crucial. It should be planned in coordination with the employee’s final working day to maintain a balance between allowing them to complete their final tasks and protecting the company’s security. This might involve waiting until the end of their last day or disabling access immediately after they have handed over their final work. Depending on if this is a termination vs the employee is simply quitting, it may be handled in different ways.

If an employee is quitting and their final day is approaching, informing the employee about when their access will be revoked will go a long way. This transparency helps manage expectations and reduces confusion. If termination is occuring, the employee’s access should be disabled immediately, ideally while the employee is in their exit interview with HR.

Software and Applications

Revoke the employee’s access to all company software, cloud services, and applications. This step is crucial to protect company data and mitigate security risks.

Systematically go through each service and application to revoke or change credentials. This might involve changing passwords, removing user accounts, or altering permissions. Setting up SSO ahead of time so all accounts are synced with a central identity management platform will go a long way to reduce time spent on terminations and ensure accuracy of account terminations.

Remote Access

  • Disabling VPN and Other Remote Tools: If the employee had the ability to access the company network remotely, through VPNs or other remote desktop tools, ensure these accesses are disabled immediately. This is crucial as remote access can be a significant security vulnerability.
  • Changing Shared Passwords: If any shared passwords were used for remote access, change them immediately. This prevents any unauthorized access using old credentials.

3. Retrieving Company Assets

The process of retrieving company assets from your departing employee is a critical step in maintaining the integrity and security of company resources. This procedure involves several key actions:

Identification of Company-Owned Hardware: Begin by creating a comprehensive list of all hardware items issued to employees. This typically includes laptops, mobile devices (such as smartphones and tablets), and other electronic devices. Don’t forget to include peripheral devices like keyboards, mice, chargers, and any specialized equipment specific to your company’s operations.

Collection of Physical Assets: Arrange for the physical collection of these items. This might involve scheduling a time for employees to return items in person or providing instructions for securely mailing items back to the company if remote work is involved. Ensure that there is a clear and easy-to-follow process in place to minimize inconvenience and ensure that all items are returned promptly.

Company Credit Cards and Financial Instruments: Alongside electronic hardware, it’s crucial to retrieve any company credit cards, access badges, or other financial instruments that may have been issued. This step is vital for maintaining financial security and preventing unauthorized access or expenditures.

Conducting a Thorough Check: Once the items are returned, conduct a detailed inspection of each piece of hardware. Check for any signs of damage or misuse and ensure that the items are in good working condition. This may involve testing devices, checking for any necessary repairs or updates, and ensuring that all company data is securely removed or transferred as needed.

4. Data Management and Knowledge Transfer

Transfer of Work: Ensure that all work-related files and emails are transferred to a designated person or team.

Data Backup: Back up any important data before wiping the devices. Utilizing a tool like Microsoft 365 allows you to backup all employee data to onedrive automatically.

Device Wiping: Perform a factory reset on returned devices to remove personal data and company information. After this the device can be transferred to a new hire or recycled if approaching end of life.

5. Exit Interviews and Feedback

While typically conducted by HR, IT can provide a questionnaire or feedback form to understand the departing employee’s experience with technology and tools. This feedback can be invaluable for future improvements to IT and security throughout the organization.

6. Updating Documentation

Update internal directories, email lists, and any documentation that listed the employee. This step is crucial to maintain accurate records.

7. Security Audit

Conduct a security audit post-offboarding to ensure that no unauthorized access remains. This audit should cover network access, email accounts, and physical access to company premises.

Best Practices for a Smooth IT Offboarding

Employee Offboarding Checklist: Have a standardized offboarding checklist tailored to different roles. Have your IT team perform the checklist and sign off every time there is an employee leaving.

Collaborate with HR: Ensure that IT offboarding procedures are synchronized with HR processes.

Clear Communication: Keep the departing employee informed about the offboarding process, especially regarding data and asset return.

Maintain Dignity and Respect: Handle the offboarding process professionally to maintain a positive relationship with the departing employee.

Regularly Update Security Protocols: Regular updates to offboarding procedures ensure that they remain effective against evolving security threats.

Legal and Compliance Aspects: Ensure that the process of revoking access is in compliance with legal and regulatory requirements, particularly in terms of data privacy and protection.


Effective IT offboarding is a critical component of the employee lifecycle. It safeguards the company’s assets and information, maintains security, and upholds a professional and respectful exit process. By following a structured offboarding process and best practices, organizations can ensure a secure and smooth transition for both the departing employee and the company.

Remember, a well-handled departure leaves the door open for future opportunities, be it in the form of rehiring, networking, or referrals. In the digital age, how you handle the goodbye is as important as the welcome.