It happens to every business that has employees. At some point an employee will leave for a variety of reasons including retirement, striking out on their own, health reasons or what they perceive to be a better opportunity at another company.
One interesting look at turnover rates comes from a study of employees changing their employers on LinkedIn. It found that 11 percent of employees posted new employers on their LinkedIn Profile during the 12-month period of their study in 2021 and 2022.
That doesn’t surprise me. In fact, judging by the number of LinkedIn profiles of employed people who still advertise their availability, I believe the number could be higher than 11 percent.
So, accepting that you will have turnover, how do you safely off-board those who leave from an IT standpoint?
The following technology off-boarding checklist will help mitigate the risk of losing valuable corporate knowledge and business in the departing employee’s transition.
Be sure to query the departing employee about specific knowledge of their job that might not be in company manuals and procedures.
If involved in Sales, be sure the departing employee provides all contact information for Customers and Leads.
Social Media accounts
Change or delete the employee’s accounts on all Social Media.
Change / disable / delete the employee’s login credentials on all Cloud and Desktop applications.
Email logins and forwarding
Change / disable / delete the employee’s Email login credentials.
Set up forwarding of the employee’s emails to someone else within the organization until customers become aware of the replacement.
Company Device Recovery
If the employee uses company devices such as Smart Phones or Tablets, recover the devices.
Recovering Data from Personal Devices
If the employee used his / her own devices, recover all company information from those devices.
Disable / Delete access to the devices, applications, files and databases the employee accessed over the corporate network.
Revoke access to the physical building(s).
For help setting up an Off-Boarding Policy for your company, contact me at 302-537-4198, firstname.lastname@example.org, or on our Contact form.