Run an Offboarding Access Checklist

List the access

List the systems, the shared mailboxes, the drives, the vendor portals, and the physical access. Include the accounts the employee uses occasionally.

Assign an owner for each removal and a verification step. A checklist without a verifier is a wish.

The coordinator should document the next action for A complete offboarding checklist for accounts, devices, data, and customer handoffs., the owner, and the date. A case without a next action will sit in the queue.

Use the approved HR system for A complete offboarding checklist for accounts, devices, data, and customer handoffs.. Do not copy employee documents into a chat, a personal drive, or an unapproved spreadsheet.

Recover the work

Reassign the open items and the customer commitments. Check the sent messages for promises that need a follow-up.

Recover the devices and the documents. Confirm the data on the device is handled under the policy.

The coordinator should document the next action for A complete offboarding checklist for accounts, devices, data, and customer handoffs., the owner, and the date. A case without a next action will sit in the queue.

Use the approved HR system for A complete offboarding checklist for accounts, devices, data, and customer handoffs.. Do not copy employee documents into a chat, a personal drive, or an unapproved spreadsheet.

Verify the removal

Disable the account, revoke the sessions and tokens, and remove the shared links. Test the access from the system side.

Record the verification and the date. A disabled account with an active token is still a risk.

The coordinator should document the next action for A complete offboarding checklist for accounts, devices, data, and customer handoffs., the owner, and the date. A case without a next action will sit in the queue.

Use the approved HR system for A complete offboarding checklist for accounts, devices, data, and customer handoffs.. Do not copy employee documents into a chat, a personal drive, or an unapproved spreadsheet.

Authority and evidence

For A complete offboarding checklist for accounts, devices, data, and customer handoffs., name the HR owner before the coordinator acts. The coordinator may collect, compare, and route evidence, but the HR owner decides eligibility, policy, and the employee outcome.

Record the source, version, and date for each field in A complete offboarding checklist for accounts, devices, data, and customer handoffs.. An employee statement, a manager note, and an HR system value are different sources and should remain labeled.

Separate preparation from decision. A complete file, a drafted message, or a proposed correction is not approval. The record should show who decided and when.

Adverse cases

Test A complete offboarding checklist for accounts, devices, data, and customer handoffs. with a missing document, a conflicting record, an expired policy, an unavailable owner, and a request outside the lane. The test should show whether the coordinator stops.

Preserve the employee's original request and the correction. Do not overwrite the earlier value or hide the failed attempt.

If the case involves identity, medical information, pay, safety, or legal rights, route it to the HR owner and keep the file in the approved system.

Verification and close

Close A complete offboarding checklist for accounts, devices, data, and customer handoffs. only when the HR system, the payroll record, or the employee portal shows the approved change. A sent email is not proof of the update.

Tell the employee what changed and when it will appear. Give a contact for a correction. Do not promise an outcome the HR owner has not approved.

Review a sample of A complete offboarding checklist for accounts, devices, data, and customer handoffs. cases each month. A repeated gap should change the checklist or the training, not only the coaching.