Onboarding and offboarding checklist

The access to grant when a person joins the company and to remove when they leave, based on what the company uses. Nothing ticked here is sent or stored.

Checklist for joining

9 steps

Before the first day

List the applications, folders and permissions the role needs.
Create the Microsoft 365 account and assign its licence.
Add the account to the groups and mailing lists of the team.

On the first day

Hand over the temporary password in person or through a channel other than email, and ask for it to be changed at first sign-in.
Turn on two-step verification before the account starts being used.
Give access only to the shared folders the role needs.
Invite the account to the password manager and share only what belongs to the team.
Explain who to ask for help and how to report a suspicious email.

During the first week

Check that everything needed is reachable and that no extra access was left.

This is a general list. Every company has systems of its own worth adding.

A 30-minute conversation to get started

Free of charge and with no commitment. By the end, the company knows what it has, what it lacks and how much it would cost to fix.

Request an assessment

Email: contacto@tevdev.cl
WhatsApp: +56 9 4049 5773
Hours: Monday to Friday, 08:00 to 19:00, Chile time. Emergencies at any hour.