When is it worth organising the process?
Problems we help eliminate
Onboarding and offboarding are critical because they affect people, equipment, data and security at the same time. Lack of process usually results in delays for new hires or active accounts after an employee leaves.
- The new employee is waiting for a computer, e-email or access to applications.
- Each position is prepared differently and without a checklist.
- After a person leaves, accounts, tokens or access to files remain active.
- Changing the department does not review old authorizations.
- It is not known who approves access to specific systems.
Fit
Who is this service for?
Companies hiring quickly
We help prepare a repeatable process for new employees, interns and co-workers.
Teams with multiple systems
We organise access to email, files, applications, VPN, ERP, CRM and industry tools.
Companies after personnel changes
We verify whether old accounts, mailboxes, devices and permissions have been safely closed.
Organisations without checklists
We create clear steps for HR, supervisors, administration and IT.
Service scope
What does IT onboarding and offboarding include?
Onboarding
We prepare the employee's technical start before the first day of work.
- account, email and groups,
- computer, phone and accessories,
- access to applications by role.
Offboarding
We close access and secure data after the cooperation ends.
- blocking of accounts and sessions,
- forwarding the mailbox and files,
- return and cleaning of equipment.
Role change
We update permissions when an employee moves to another department or project.
- granting new access,
- taking away unnecessary roles,
- approval of superiors.
Process documentation
We create checklists and responsibilities needed for repeatable service.
- standard of the position,
- list of systems and owners,
- history of actions performed.
Outcomes
What will you receive?
- consistent process of preparing and closing the stand,
- checklists for HR, supervisors and IT,
- organised accounts, groups, roles and devices,
- lower risk of leaving active access,
- documentation of changes needed for an audit or takeover of service.
The scope may be a single process, a review of current policies, or ongoing management of staffing changes.
Delivery approach
How is the service delivered?
- Discovery. We determine the types of workstations, systems and the current method of reporting personnel changes.
- Access map. We list accounts, groups, applications, devices and approvers.
- Checklist. We prepare steps for starting, changing roles and terminating cooperation.
- Configuration. We implement the standard of accounts, devices, authorizations and documentation.
- Process test. We check the scenario for the selected position or the last staffing change.
- Maintenance. We determine responsibilities and how to update the checklist after changes.
Delivery standards
How do we maintain security?
- We do not grant access without being assigned to a role and an approver.
- We limit permissions to the scope that is actually needed.
- When an employee leaves, we close active sessions and external applications.
- We transfer company data before deleting or archiving your account.
- We document the activities performed to make the process repeatable.
Cost
What determines the price?
The number of types of workstations, the number of systems and applications, the method of equipment management, the required level of documentation and whether we prepare the process once or operate it on an ongoing basis all have an impact.
FAQ
Frequently asked questions
Can you prepare a checklist for HR?
Yes. We can describe what information HR or a supervisor should provide to IT before starting, changing a role or ending cooperation.
Does offboarding cover the employee's inbox and files?
Yes, the scope may include transfer of file ownership, mailbox delegation, autoresponder, data archiving and access closure.
Can you check old accounts?
Yes. We can review inactive accounts, groups, devices and accesses left by former employees.
Can the process involve equipment?
Yes. We can include computer preparation, records, assignment, return, cleaning and reuse of the device.
Can this be automated?
Some activities can be automated, but first it is worth organising the roles, access owners and input data to the process.