The Employee Offboarding Technology Checklist

Coordinate identity, devices, data, access, forwarding, ownership, vendors, and evidence when an employee leaves or changes roles.

Start with an authoritative trigger

Define who notifies IT, what information is required, the effective time, and who can approve exceptions. Urgent and planned departures may require different handling.

Cover more than the main account

Review email, collaboration, CRM, finance, telecom, VPN, cloud consoles, local applications, shared credentials, building access, and third-party portals. Include personal devices where policy permits.

Transfer work and data deliberately

Assign mailbox, files, phone numbers, automations, shared workspaces, and customer records to named owners. Retention, forwarding, and monitoring decisions should follow approved policy.

Close with evidence

Record completed actions, device return, exceptions, approvals, and remaining dependencies. Review recurring gaps with HR and operations.

Offboarding action checklist for IT and HR

• Confirm effective time and approver
• Disable or adjust every access path
• Recover and inventory devices
• Transfer data and workflow ownership
• Retain a completion record

How AMD Technology helps with employee offboarding

AMD Technology can help clarify requirements, evaluate options, coordinate providers and projects, and support an appropriate next step. Recommendations should reflect the organization’s actual environment, priorities, budget, contracts, and risk profile.