Employee Offboarding IT Access Revocation Checklist

Streamline Employee IT Offboarding with a Comprehensive Access Revocation Checklist

When an employee leaves your organisation, ensuring a smooth and secure IT offboarding process is critical. From revoking system access to collecting company equipment, a structured checklist prevents security vulnerabilities, protects sensitive data, and maintains compliance. This Employee Offboarding IT Access Revocation Checklist template helps IT teams, HR managers, and operations staff systematically manage every step of the offboarding process.

Why IT Offboarding Checklists Matter

Employee departures—whether planned resignations or immediate terminations—create security risks if not handled properly. Forgotten credentials, unreturned devices, and lingering system access can expose your business to data breaches, unauthorised access, and compliance violations. According to industry research, nearly 20% of organisations have experienced a security incident due to poor offboarding practices.

A well-designed IT offboarding checklist ensures that nothing falls through the cracks. It provides a standardised, repeatable process that protects your systems while creating a clear audit trail for compliance and security reviews.

What This Template Includes

This Paperform template is specifically built for IT professionals, HR teams, and office managers who need to coordinate employee offboarding across multiple systems and stakeholders. The form guides you through:

• Employee departure details including name, department, last working day, and offboarding type (resignation, termination, retirement)
• System-by-system access revocation tracking covering email, collaboration tools, cloud storage, VPN, CRM, project management, financial systems, and custom internal applications
• Equipment return confirmation with detailed tracking for laptops, monitors, mobile devices, access cards, keys, and peripherals
• Data backup and transfer protocols to ensure business continuity
• Account closure verification across all platforms
• Final sign-off by IT personnel with completion dates and notes

How This Template Benefits Your Organisation

For IT Teams: Eliminate guesswork and ensure consistent security protocols. The checklist format means you won't miss critical systems, even during busy periods or when handling multiple offboardings simultaneously. Each field prompts you to verify completion, creating accountability and reducing risk.

For HR Departments: Coordinate seamlessly with IT to ensure offboarding timelines are met. The form creates a shared record that both teams can reference, improving communication and reducing back-and-forth emails about status updates.

For Compliance Officers: Generate documentation that proves your organisation follows proper offboarding procedures. This audit trail is invaluable during security audits, compliance reviews, or in the event of a security incident investigation.

For Small and Medium Businesses: Even without a dedicated security team, you can implement enterprise-grade offboarding practices. The template codifies best practices into an easy-to-follow checklist that any authorised team member can complete.

Automate Your IT Offboarding Workflow

While this checklist ensures thorough manual tracking, you can take your offboarding process even further with Stepper (stepper.io), Paperform's AI-native workflow automation tool. Connect your offboarding form to:

• Automatically notify IT, HR, and department managers when offboarding is initiated
• Create tickets in your help desk or project management system for each revocation task
• Send reminders to collect equipment before the employee's last day
• Update employee records in your HRIS or directory systems
• Archive completed checklists to secure storage for compliance retention

By combining Paperform's intuitive form builder with Stepper's automation capabilities, you transform a manual checklist into a self-executing workflow that scales with your organisation.

Security Best Practices Built In

This template reflects industry-standard IT security practices for offboarding:

• Immediate access revocation for high-priority systems when needed
• Systematic review of all potential access points, including often-forgotten shadow IT tools
• Equipment inventory tracking to prevent asset loss
• Data continuity planning to transfer knowledge and files before departure
• Final verification sign-off creating accountability and audit compliance

The form is designed to be completed by IT administrators or security personnel with the appropriate access levels, ensuring that sensitive revocation activities are handled by authorised staff only.

Perfect for Every Offboarding Scenario

Whether you're managing a planned retirement with a long transition period or an immediate termination requiring urgent access revocation, this template adapts to your needs. Conditional logic can be added to prioritise urgent actions for involuntary terminations while allowing more gradual processes for standard departures.

The template works across industries—from technology startups and consulting firms to healthcare practices, educational institutions, financial services, and professional services organisations. Any business that provides employees with system access and company equipment will benefit from this structured approach.

Trusted by IT Professionals Worldwide

Paperform is trusted by over 500,000 teams worldwide and is SOC 2 Type II compliant, making it the ideal platform for security-sensitive processes like IT offboarding. Your submission data is encrypted and stored securely, meeting the compliance standards expected in IT operations.

With Paperform, you're not just getting a form—you're implementing a complete solution for IT access management that protects your organisation while making life easier for your IT team. Start using this Employee Offboarding IT Access Revocation Checklist today and bring consistency, security, and peace of mind to every employee departure.