IT Staff Onboarding & Offboarding Template

This template outlines key steps for onboarding new staff and securely offboarding departing employees. Use this as a checklist to reduce risks, ensure accountability, and maintain compliance.

Staff Onboarding

• Set up user account (email, systems, file access)
• Provision hardware (laptop, phone, headset, etc.)
• Configure standard applications and permissions
• Provide security orientation (password policy, data use)
• Assign group memberships or department-specific tools
• Document IT access granted and terms of use signed

Staff Offboarding

• Disable all user accounts (email, cloud apps, remote access)
• Reclaim all issued hardware and review returned items
• Transfer ownership of files, tasks, and shared data
• Change shared passwords and remove user from groups
• Revoke access from personal devices and cloud syncs
• Document offboarding actions taken and by whom

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