Remove account access
The business should know which email, software, cloud storage, CRM, social media, and shared accounts the employee could access.
Recover company devices
Phones, laptops, tablets, chargers, keys, access cards, and other company property should be collected and checked.
Change shared passwords
If the business uses shared passwords, those passwords should be changed. Longer term, the business should move toward better user-specific access.
Forward or preserve email
Important customer conversations and business records should not disappear when an employee leaves. Email forwarding, archiving, or delegation may be needed.
Create a repeatable checklist
The biggest improvement is not just fixing one departure. It is creating a standard offboarding process so the next one is safer and easier.
Want help checking this in your business?
Guardian can start with a free on-site Business Tech Check for Calgary businesses. The goal is to find practical improvements, not bury you in jargon.