Employee access Employee IT Offboarding Checklist Based on your employee offboarding checklist, access removal steps, device return form, and final verification materials. Basic information Field Details Employee name Manager Last working day Access removal time Device assigned Mailbox handling File transfer owner Completed by Free-lite checklist Task or item Owner or notes Status Confirm the employee's final working date and approved access removal time. Disable sign-in or reset the account password at the approved time. Remove Microsoft 365 or Google Workspace access that is no longer needed. Remove access to shared drives, shared folders, business applications, and password manager vaults. Preserve or transfer email and files according to business needs. Collect company devices, chargers, badges, keys, and accessories. Change shared passwords known by the former employee. Remove or reassign software licenses. Update device inventory and software tracker records. Document final verification and unresolved items.
Related Small Business Password Policy Template Set clear rules for passwords, password managers, MFA, shared accounts, administrator access, and employee exits.
Related Device Inventory and Assignment Form Track business devices, assigned users, serial numbers, condition, accessories, and return status.
Related License and Software Tracker Track software, licenses, subscriptions, renewal dates, business owners, costs, support contacts, and status.
