Exit Staff - Entire Process
These steps of exiting staff are recorded and also outlined on the GraceLink proccess page here: People | Grace Church (ccbchurch.com) (Weblinks don't work on GraceLink descriptions currently). Notes can also be added on there as well.
This book helps document the way IT cleans up the tech for exiting staff, and aims to streamline this process as efficiently and accurately as possible. It is important to keep this book up to date as much as possible since it ties in several sub processes. It gives a list of each sub process of the Exit Staff process and gives links to the pages that describe each sub process more in detail. Each link opens a new tab that you can close once you are done with a sub process.
Exit Staff Member
When a person is marked as "Done", they will be automatically placed into HR's Offboarding "IT Complete" Queue to let them know that IT has finished the off boarding process for this employee.
- Lock account
- Convert mailbox to shared and give access to manager
- Give Manager access to OneDrive files
- Remove licenses
- Remove them from groups
- Delete phone account
- Remove access to Adobe (if licensed) (https://adminconsole.adobe.com/)
- Collect laptop
- What to do with Equipment release form?
- Update entry in Lansweeper
- Update User Info https://gracechurchohio.sharepoint.com/:x:/r/sites/GraceIT/_layouts/15/Doc.aspx?sourcedoc=%7B29E43F5E-2535-42E7-85BD-AEF885847E53%7D&file=License%20Charges%20Distribution.xlsx&action=default&mobileredirect=true
Archive Exited Staff Member
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Archive user's OneDrive files
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Remove managers access to OneDrive files
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Archive OneDrive files
Cleanup Exited Staff Member
- Archive Mailbox
- Delete Account
- Etc.
- Update User Info https://gracechurchohio.sharepoint.com/:x:/r/sites/GraceIT/_layouts/15/Doc.aspx?sourcedoc=%7B29E43F5E-2535-42E7-85BD-AEF885847E53%7D&file=License%20Charges%20Distribution.xlsx&action=default&mobileredirect=true