New hire and offboarding request checklist

Submit onboarding and offboarding requests as early as possible so access, devices, licensing, and security steps can be coordinated.

New hire

Include:

• Full legal and preferred name
• Job title, department, manager, and work location
• Start date and required-ready date
• Required email address or naming convention
• Device, phone, software, shared mailbox, group, and folder needs
• A current employee whose access should be used as the approved role model
• Shipping details when equipment must be delivered

Offboarding

Include:

• Employee name, manager, and final working date and time
• Whether access should end immediately or at a scheduled time
• Mailbox, files, phone, and ownership-transfer instructions
• Device-return plan
• Any legal-hold or retention requirement

Do not include passwords. Access changes must come from an authorized manager or company contact.