Employee Offboarding Checklist
When someone leaves, every account they still have is an open door to your project files, email, and bank accounts. This checklist closes every one the same day, keeps their work safe, and stops you paying for empty licenses.
- Make sure a former employee can't log in to your email or files after they leave
- Stop paying for Autodesk, Bluebeam, and Microsoft 365 seats nobody uses
- Keep their project files and email, so nothing important is lost
- Get every laptop, phone, and key back with a simple sign-off
- Handle a tense exit calmly, with the steps already written down
- Follow the same steps every time, no matter who runs it
Get My Free Checklist
Free 3-page PDF, emailed to you right away. Have it ready before the next person gives notice.
Nothing Left Open When Someone Walks Out the Door
Accounts and Email
Disable the login, share or forward the mailbox, and reset shared passwords they knew.
Devices and Hardware
Laptops, phones, docking stations, badges, and keys, with a return sign-off line.
Software Licenses
Autodesk, Bluebeam, Adobe, and others. Pull the license and reassign it.
Files and Project Data
Move their work to a shared location so nothing lives only on their machine.
Remote Access
VPN, remote desktop, and cloud apps. The access people forget to shut off.
Final Review
A last pass with HR and the partner in charge so nothing slips through.
Want Offboarding Handled for You?
We're Aspen IT Group, the IT team for architecture, engineering, and construction firms in East Tennessee. We handle offboarding for our clients the same day, every time. Let's talk about how that would work at your firm. No cost, no obligation.