User onboarding and user offboarding
New hires ready on day one. Leavers locked out the same day.
Joiners and leavers are where most small businesses leak time and risk. We handle both from one short request, the same way every time, and a person approves the changes. Access closes first, and no mail is ever deleted.
Illustrative. These are the kinds of steps taken; names and times are made up.
What is covered
Everything a person needs, and everything to take back.
Starting and leaving are mirror images. Both touch accounts, mail, phones, devices and access, and both are easy to half-finish.
Accounts and licences
A sign-in, a mailbox and the right licence for the role, matched to how your company sets up that job.
Groups, folders and apps
Access to what the person needs and nothing more, drawn from the role rather than copied from a colleague.
Phone and devices
An extension on a desk phone and app, and a computer set up before the first morning.
The welcome
Sign-in details, how to get help, and what to do on day one, sent in plain words.
Leavers, same day
Sign-in blocked and signed out everywhere the moment an authorised person asks.
Mail and files kept
A leaver's mailbox becomes a shared mailbox and files go to the right person. Nothing is deleted.
The checklists
Tick through a starter and a leaver.
Each step shows who does it: the fleet, a person who approves, or you. A real checklist is drawn from how your company sets up each role.
Ready before they sit down.
One request. Everything a new person needs is set up the same way every time, and nothing is made until it is approved.
0 of 7 ticked
Watch it work
Four people requests, step by step.
The agents plan, build and check. Creating accounts, taking licences and wiping a computer stop for a person.
A new employee starts on Monday.
One request becomes accounts, a licence, a phone and a welcome, in the same order every time.
Press “Watch it work” to see each step, in order.
Why it works
Hiring and leaving are security events.
Same steps, same order
Offboarding is the sort of job that is easy to get subtly wrong by hand. A checklist done the same way every time does not forget the phone queue.
Speed where it matters
A departure is a risk until access is closed. We close it first and tidy up afterwards, in an order that keeps the mail safe.
Only the right people can ask
Starters and leavers can only be requested by people you name. A request from anyone else waits for one of them to confirm.
A record for every person
Each starter and leaver has a dated trail of what was done and who approved it, ready for an auditor or a dispute.
How it runs
One request in. A full record out.
You ask in plain words, to the people you have named. We plan it, you approve it, and the fleet does the rest. Every person has a dated trail afterwards.
- Who can ask
- people you name, set with you
- Starter plan
- drawn from the role, approved before it is built
- Leaver, first
- sign-in blocked, signed out everywhere
- kept as a shared mailbox, never deleted
- Licences
- reclaimed after the mail is safe
- Devices
- wipe only on a person's approval
- Record
- every step, dated, on the ticket
Works well with
Related services.
Managed Cloud
Microsoft 365, Azure, hosted servers
Read more →Procurement & Hardware
Bought, tracked, refreshed, retired
Read more →Managed Compliance
Controls checked, evidence ready
Read more →Offices near our locations in Florida, Colorado, Connecticut and Georgia, and someone on site anywhere in the country. All managed IT services.
Never wonder who still has access.
Book an onboarding review. We will list who has access to what today, and what a clean starter and leaver process would look like for you.
(888) 851-0237