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Checklist · Everyday IT
When an employee leaves
Most problems after a departure come from accounts nobody turned off. Do these on their last day.
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What's inside
The full text
Name
Last day
Manager
Email goes to
Files go to
Requested by
Before they go
Plan
- Tell IT the date and time access should end
- Decide who gets their email and files
- List shared passwords they know
- List accounts in their name (vendors, banks, websites)
Last day
Switch off
- Turn off their sign-in and sign them out everywhere
- Forward their email or set an auto-reply
- Remove them from the work phone app
- Collect laptop, phone, keys, badge and tokens
Same week
Clean up
- Change shared passwords and door codes
- Move vendor and bank accounts to someone else
- Back up their files before anything is wiped
- Update the website, phone tree and email lists
Within 30 days
Close out
- Remove the license, so you stop paying for it
- Wipe and reuse or retire their computer
- Decide when to delete the mailbox
- Note it all in their file
Leaving on bad terms?
Call IT before you tell them, so access can be switched off the minute the conversation starts.
Everyday IT
More printables like this
New employee IT setup
Give IT a few days' notice and a new hire can work from minute one. Tick as you go.
Monthly IT check for owners
You don't need to be technical. Ask these questions once a month, and keep this page as a record.
Questions about anything in here?
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