IT Offboarding / Access Revocation

SOP Steps

1. 1

   Receive termination notice

   Receive official notification from HR of the employee's departure date, reason for leaving, and any special handling instructions.

2. 2

   Disable email account

   Disable the departing employee's email account on or before their last day. Set up an auto-reply and forward critical emails to their manager.

3. 3

   Remove from Slack + all tools

   Deactivate the employee's accounts in Slack, project management tools, CRM, analytics platforms, and all other company software.

4. 4

   Revoke VPN access

   Immediately revoke VPN credentials and any remote access certificates to prevent unauthorized access to internal systems.

5. 5

   Transfer owned files to manager

   Transfer ownership of the employee's files, documents, and shared drives to their manager or designated successor.

6. 6

   Retrieve company hardware

   Arrange return of any company-owned devices: laptop, phone, access cards, or other equipment. Wipe devices before reassigning.

7. 7

   Remove from payroll system

   Notify the payroll team to process the final paycheck and remove the employee from the payroll system effective the termination date.

8. 8

   Log offboarding complete

   Record the completion of all offboarding steps in the HR system and notify the manager that access has been fully revoked.