Remove account access
Know which email, software, cloud storage, CRM, social media, and shared accounts the employee could access. Remove or change access quickly.
Recover company devices
Collect phones, laptops, tablets, chargers, keys, access cards, and other company property. Check whether any business data needs to be transferred or wiped.
Change shared passwords
If the business uses shared passwords, change them. Longer term, move toward user-specific access wherever possible.
Forward or preserve email
Decide whether incoming email should forward to a manager, be archived, or be converted into a shared mailbox. Do not wait until a customer message is missed.
Create a repeatable checklist
The safest process is one you can repeat every time. Guardian can help create an offboarding checklist for accounts, devices, email, passwords, files, and repair needs.