Workflow Templates: User Offboarding Checklist

Disable user account in Active Directory

Revoke access to email accounts

Remove user from distribution lists and groups

Disable VPN and remote access

Revoke access to cloud services and applications

Backup user's data from workstation

Transfer ownership of important files and documents

Delete local user profile and data

Ensure removal of user data from shared drives

Clear or reassign user's voicemails and call forwarding

Collect company-issued laptops and desktops

Retrieve mobile devices and accessories

Recover security tokens and access cards

Uninstall licensed software specific to the user

Inspect and return any additional company property

Notify relevant departments of user departure

Update internal directory and organizational charts

Send farewell communication if appropriate

Document the offboarding process for the user

Archive emails and other communications if needed

User Offboarding Checklist