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Create an offboarding checklist

IT Equipment

Collect all company-issued devices (laptop, mobile phone, tablet, etc.)

Ensure all data is backed up and transferred to appropriate team members

Disable access to all company accounts and systems

Retrieve any external storage devices or peripherals

Document the condition of all returned equipment

Software and Accounts

Revoke access to all company software and applications

Change passwords for any shared accounts

Update documentation for any proprietary software or processes

Notify relevant teams of the departing employee's access changes

Data Security

Ensure all company data is securely deleted from personal devices

Confirm that all cloud storage accounts are disconnected

Conduct a final security audit to identify any potential vulnerabilities

Update firewall and network access controls to reflect the departing employee's status

Knowledge Transfer

Schedule a meeting with the departing employee to transfer knowledge and documentation

Assign a mentor or point of contact for ongoing support

Update team documentation with any relevant information from the departing employee

Provide training or resources for team members taking on additional responsibilities

HR and Administrative Tasks

Update HR records and payroll information

Communicate the departure to relevant teams and stakeholders

Collect any company property, such as keys or access cards

Conduct an exit interview to gather feedback and insights for improvement

By following this comprehensive offboarding checklist, Information Technology organizations can ensure a smooth transition for departing employees while safeguarding company assets and data.

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