Employee IT onboarding & offboarding

Translate the role into an approved setup

A manager defines what the employee needs to do; IT maps those tasks to accounts, groups, licenses, equipment, and applications. We establish who approves access and who can answer questions about business systems. A colleague's existing permissions are a reference, not an automatic instruction to duplicate everything.

The checklist records the start date, work location, device requirements, and application owners. It also identifies purchases or vendor actions that could affect readiness, so the hiring manager can see what remains open.

• Business email, collaboration, and shared-resource access
• Approved applications and license assignments
• Computer preparation and agreed device-management enrollment
• Sign-in, multi-factor authentication, and recovery setup
• First-day workflow checks and support instructions

Prepare devices and validate the first working day

Equipment is prepared against the agreed configuration rather than assembled through a series of urgent first-day requests. Existing devices are checked for ownership and suitability before reuse. Required applications, updates, and access settings are coordinated with the appropriate vendors or administrators.

Validation covers the user's actual tasks: signing in, reaching required resources, opening applications, and using relevant office equipment. The employee receives practical instructions for support and account recovery. Remaining items are documented with an owner and next step.

Coordinate departures without losing ownership of the work

The authorized business contact provides the timing and instructions for access changes. We identify accounts, active sessions, devices, shared resources, and application ownership that need attention. Preserving business records, transferring responsibilities, and removing access are tracked as separate tasks.

A role change can use the same process: remove access that is no longer needed, approve the new role, and update the inventory. Departure work closes with a record of completed actions and any vendor or retention decisions still owned by the business.

What the business receives

The written estimate confirms the deliverables for your engagement. Depending on the agreed scope, these include:

• Role-based setup checklist and approval responsibilities
• Device, account, and license records for the agreed systems
• First-day validation results and support handover
• Departure or role-change checklist with completed and outstanding actions

Before we start

A short description is enough for the initial conversation. The following information helps define the work; you do not need to have every answer ready.

• Approved start, departure, or role-change date and timing
• Employee role, manager, location, and required applications
• Available equipment and purchasing responsibility
• Business decisions about records, shared work, and account ownership

Project work starts with a written estimate. Changes to the approved scope are discussed before additional work proceeds. View pricing.

Common questions