Start here Why this matters Small businesses often keep paying for unused licenses because no one reviews them. In some cases, an old license also means an old account is still active. Use this resource when An employee leaves the company. A user changes roles and no longer needs a tool. Software costs are increasing. You want to clean up unused subscriptions. What to review Microsoft 365 licenses. Google Workspace licenses. Password manager users. Accounting, scheduling, payroll, and customer tools. Project management, communication, and storage tools. Vendor software and support portals.
Step by step Practical checklist Review the user's assigned licenses before disabling access. Preserve or transfer data that the business needs. Remove licenses that are no longer required. Reassign licenses to active employees where appropriate. Update the vendor and software tracker. Review unused licenses during the monthly IT review.
Avoid these issues Common mistakes Removing a license before preserving needed data. Leaving old accounts licensed for months. Forgetting third-party software licenses. Not updating billing records. Confusing license removal with account removal.
Employee IT Offboarding Checklist for Small Businesses Employee offboarding is one of the most important IT processes for a small business. It protects accounts, files, devices, and customer information when someone leaves.
Password Reset Guide After an Employee Leaves After an employee leaves, password resets may be necessary for shared systems, administrator accounts, vendor portals, and any account where access was not assigned to named users.
Device Return and Shared Drive Review After an Employee Leaves When an employee leaves, device return and shared drive review should happen together. The business needs the physical equipment back and needs to confirm files are still accessible to the right people.
