IT Checklists for Onboarding and Offboarding Employees: Why It’s Crucial for Businesses

Some businesses are surprised when we create a custom IT onboarding and offboarding process for them. Having a process and IT checklists for onboarding and offboarding employees is crucial for your business. This reduces errors as the technician follows each step before completing the service ticket. If you or your IT provider manages this process, read this blog. There could be major productivity and security consequences for your organization.

A clear process ensures new employees have the resources and support they need to get up to speed quickly. This includes access to software and systems, account setups, and training on company policies. Streamlining the onboarding process helps new employees start strong and be productive from day one.

A defined onboarding process also protects the security of your technology systems. Without a clear plan, granting access can be chaotic and insecure. With a set process, new employees get only the access they need. Also, all access is properly documented and tracked.

A clear offboarding process is important for your business’s technology. When an employee leaves, their access to systems and resources must be terminated promptly and securely. This protects your systems from unauthorized access or data breaches.

Beyond security, incorrect offboarding can cost money. If devices, software, and licenses aren’t terminated when the employee leaves, you will keep getting monthly bills that add up. A defined offboarding process ensures these are cut off at an agreed time to stop unnecessary expenses.

How to make IT Checklists for Onboarding and Offboarding easier?

1. Get with your IT provider on defining the onboarding/offboarding checklist. Ensure it includes everything needed so items don’t fall through cracks, costing you money and time.
2. Submit the service order as early as possible to give your provider enough time to work through the entire list. Rushed onboardings are never fun.
3. Define a “critical offboarding” procedure. Sometimes there just won’t be days’ notice when it comes to offboarding. It may be a need now type situation. So, ensure there is a process of locking an employee out immediately, giving the technician enough time to work through the other items without risking security.
4. If you identify items on the checklist being consistently missed, communicate with your IT provider. What process can be adjusted to ensure nothing on the list is missed? There may be something on the list missing or the IT provider may not have good internal communication to ensure these are followed. Either way, staying on top of these will make a big impact on keeping you productive, profitable, and secure.

Review your current process. Is it effective? Does it limit security, productivity, and expenses? If not, work with your IT provider to improve this process.

If you need assistance from a local IT provider, please contact us. We’re happy to help!