User Offboarding Checklist

Create a comprehensive IT offboarding checklist for departing employees

🧪 Tested by a human Beginner 👤 It Admin 👤 Hr 👤 Manager
Create an IT offboarding checklist for an employee leaving [DEPARTMENT]. Include: (1) Account disablement steps (Entra ID, M365, VPN, apps), (2) Data backup and transfer procedures, (3) Device recovery checklist, (4) Licence reclamation, (5) Access review for shared resources, (6) Communication to relevant teams. Order by urgency — what must happen on day 1 vs within 30 days.

Works on

⭐ M365 Copilot (Best) 🟢 ChatGPT 🟠 Claude

Copy & Open in

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Tips for Best Results

  • Automate repeatable steps with Power Automate
  • Always disable accounts before the employee last day
  • Keep a shared mailbox for departed users email for 90 days
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