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Employee Onboarding & Offboarding

From hiring to hardware — one automated workflow.

A single request from HR provisions the account, license, groups, and device an employee needs. A single request closes it all out on their last day, cleanly and completely.

Outcomes

What changes for your business.

  • New hires productive on day one
  • No orphaned accounts or licenses
  • Consistent access based on job role
  • HR and IT working from one process
  • Devices returned and retired on schedule
  • Auditable trail for every employee
Deliverables

Clear, documented outputs.

Every engagement produces artifacts you own — configurations, runbooks, and records that outlast any single person on the team.

HR intake form

A structured request that captures everything IT needs — no back-and-forth.

Onboarding runbook per role

Documented checklist covering accounts, licenses, groups, apps, and device.

Offboarding runbook

Same-day close-out: sign-outs, license reclaim, mailbox handling, data preservation, access revocation.

Role-based access matrix

A living map of which roles get which groups, sites, apps, and shared mailboxes.

Employee IT record

Per-employee history of accounts, devices, and access — updated at every lifecycle event.

Access review checkpoint

A structured review with managers at project close to confirm permissions are accurate.

How it works

Repeatable flows, run the same way every time.

Onboarding flow

From HR request to a fully provisioned employee on day one.

  1. Step 01
    Intake from HR

    Name, role, start date, manager, and any exceptions.

  2. Step 02
    Account provisioning

    Entra ID account, Microsoft 365 license, mailbox, and OneDrive.

  3. Step 03
    Role-based access

    Groups, SharePoint sites, Teams, and app access assigned by role.

  4. Step 04
    Device prep

    Laptop enrolled in Intune with policies and apps applied via Autopilot.

  5. Step 05
    Day-one handoff

    Credentials, MFA setup, and a support contact for first login.

  6. Step 06
    Confirm & record

    Employee record updated; HR and manager notified of completion.

Offboarding flow

Same-day close-out that leaves nothing behind.

  1. Step 01
    Termination notice

    Effective date, data instructions, and delegation set by HR.

  2. Step 02
    Immediate sign-out

    Sessions revoked, sign-in blocked, MFA methods disabled.

  3. Step 03
    Mailbox & data

    Mailbox converted or delegated; OneDrive and Teams data preserved.

  4. Step 04
    Access revocation

    All group memberships and third-party app access removed.

  5. Step 05
    License reclaim

    Licenses released back into the pool for reuse.

  6. Step 06
    Device recovery

    Remote wipe, retirement in Intune, and inventory close-out.

What's included

Everything under this service.

Platforms & tools
Microsoft 365Entra IDIntuneExchange OnlineTeamsSharePoint
  • User creation & email provisioning
  • License assignment & reclaim
  • Device enrollment via Autopilot
  • Security groups & role-based access
  • SharePoint & Teams membership updates
  • Shared mailbox management
  • Secure offboarding & data preservation
  • Asset recovery & retirement
Employee IT. Simplified.

Ready to hand this off?

A 30-minute discovery call to review where you are today and what a scoped project rollout of this service would look like.