Templates
IT offboarding checklist template

IT offboarding checklist template

This checklist empowers you to manage employee departures securely. Protect assets, deactivate accounts, and ensure data protection.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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or Download template as PDF
IT offboarding checklist template

This checklist empowers you to manage employee departures securely. Protect assets, deactivate accounts, and ensure data protection.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Protect your organization from security vulnerabilities with our IT offboarding checklist, a systematic framework for managing employee departures. According to Ponemon Institute and DTEX Systems, insider-related cyber incidents cost an average of $16.2 million each year. Many of these incidents result from overlooked access or unreturned assets during offboarding.

This checklist systematically guides IT teams through key steps: revoking network permissions, deactivating user accounts, disabling VPN access, and recovering all company devices. With this template, you reduce the risk of data leaks, non-compliance, and financial loss, so nothing is left to chance when an employee departs.

Related categories

Preview of the template
Page 1
IT Asset Return
Return company laptop
Return company phone
Return any other IT assets
Network Access Removal
Revoke VPN access
Revoke remote desktop access
Revoke email access
Revoke access to internal applications
User Account Deactivation
Deactivate network user account
Deactivate email account
Deactivate access to internal applications

Frequently asked questions

What happens if an employee refuses to return IT assets?

Document the situation immediately and involve HR and legal teams. Send a formal written request stating the legal obligation to return company property, with potential consequences for non-compliance. If the employee still refuses, you may need to disable the devices remotely, pursue financial recovery for the assets, or in serious cases, take legal action to recover the property.

When should you start the IT offboarding process?

Ideally, begin the IT offboarding process as soon as you receive notice of an employee’s departure. For planned departures, start preparing at least one week before their last day. For immediate terminations, have an emergency offboarding protocol ready to execute within minutes of the decision. Never wait until after an employee’s last day to start the offboarding process.

How do you handle shared accounts during offboarding?

Identify all shared accounts the departing employee had access to and change those passwords immediately. Document which team members still need access, reset credentials for those individuals, and consider implementing a password manager for better security. Review whether any shared accounts can be eliminated in favor of individual accounts with appropriate permissions.

How do you verify that all offboarding steps were completed properly?

Conduct a post-offboarding audit by attempting login tests on all systems, reviewing access logs for any activity after departure date, confirming all hardware is accounted for with serial numbers, and running automated scans for dormant accounts. Document the verification process and have a second IT team member review the completed checklist for accountability.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.