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Platform and access

Employee offboarding checklist: close every door in one click

Jeeva, Founder, EFIQ Solutions · 6 min read

Good offboarding protects your business and respects the person leaving. Bad offboarding leaves working logins behind. Here is a checklist you can use today.

Before the last day

  • Confirm the last working day in HR.
  • Plan handover: open tasks, projects, customers and files.
  • Reassign ownership of projects and recurring work.
  • Settle leave balances and final dues with finance.
  • Collect company devices, cards and keys.

On the last day

  • Remove access to every business app.
  • Remove access to email and shared drives.
  • Change any shared passwords the person knew.
  • Update the employee status in HR.
  • Record what was removed and when.

After they leave

  • Check the activity log for any sign in after the last day.
  • Confirm handover items were received.
  • Hold a short exit conversation and note feedback.

Why access removal is the step that fails

Most items on the list are one off tasks. Access removal is different: it repeats for every tool the person used, and it is easy to miss one. A single forgotten login is all it takes.

Close every door in one click

When every app uses one identity, offboarding access becomes one action. In efiqone, switching a person off blocks their login and every connected app stops trusting their session within a minute, and the action is recorded in the activity log.

J

JeevaFounder, EFIQ Solutions