Checklist for Better Digital Offboarding of Employees
- Sylvia Roberts

- Apr 5, 2023
- 4 min read
Updated: Jan 18

When a new employee starts, they immediately begin creating a digital trail. Their online presence grows fast through company emails, app logins, and connecting with your organization on LinkedIn.
When employees join or leave, keeping digital resources secure is essential. Digital offboarding involves removing their access to data and technology, which helps your business run smoothly.
Former employees can create digital risks for your business. They might send harmful emails or leak sensitive data even months after leaving, so it’s important to protect your company.
A recent study shows that one in five businesses have faced problems caused by a former employee.
Onboarding staff is often the focus, but it’s just as important to carefully manage digital offboarding. This process ensures former employees no longer have access to sensitive company information and protects organizations from potential risk – a critical safeguard for successful operations!
Use our complete checklist to ensure you don’t miss any steps.
This Digital Offboarding Checklist will guide you through a smooth transition.
Knowledge Transfer
When an employee leaves, companies can lose valuable expertise. To prevent this, it’s important to save key information and insights during digital offboarding.
Social media gives companies new ways to share their message. Businesses also use apps and tools to boost productivity, like making it easier to enter sales data into CRMs.
To ensure a smooth transition, have all staff document their insights into procedures and workflows. This will create an accessible “knowledge bank” to help keep operations running smoothly should any employee be absent for the tasks they normally handle. Make sure you do a thorough knowledge download with workers during exit interviews as this is key in preserving critical information!
Keep your company connected to the world
Check if the former employee still has any social media connections to your company. For example, see if their personal Facebook account is still an admin on your company page or if their posts remain on your LinkedIn profile. Removing these links helps ensure a clean break.
Every business should keep track of employee online accounts.
Even if IT tracks user logins and apps, some employees use unauthorized cloud apps for work. This can cause problems that employees might not notice.
Taking the necessary precautions to keep company data secure should be top of mind when an employee leaves their position. It’s important to thoroughly review any applications they may have used for business purposes and make appropriate changes – whether that means updating log-ins or exporting info before shutting them down altogether.
Keep your email secure
When someone leaves, reset their email password to keep your digital workplace secure. This protects confidential information and prevents them from sending emails as a company representative.
Employee accounts don’t disappear on their own when someone leaves. Companies should change passwords so former staff can’t access company data and to keep emails safe.
Keep your business safe from the cloud!
After an employee leaves, their old accounts may still be at risk. To keep business apps secure, update every account, no matter which device was used.
A single sign-on solution helps avoid problems from managing multiple passwords. With one password system, employees can stay securely logged in and productive on any device.
Protect Your Business by Securing Company Technology!
Make sure to collect any work equipment given to remote employees from their homes. Keep track of these assets to ensure a smooth return to the office.
Time is of the essence – act quickly to prevent any loss or misuse of company property. Once employees depart, their devices may find themselves in an uncertain future – sold off, gifted away, or thrown out altogether!
Protect the most valuable asset in your business
Many companies use BYOD policies to save money, but offboarding employees can make things more complicated.
Ensure company data is secure on every device. This is also a good time to set up a backup policy to protect your information.
As employees move on to new opportunities
Unclosed employee cloud accounts are easy targets for hackers. If no one is watching them, attackers can get in without being noticed. When someone leaves, transfer their account information to another user and close the old account immediately. Otherwise, confidential data could be at risk for months.
It’s time to secure your apps and network!
Use an endpoint device management system to quickly remove devices from authorized access when someone leaves. Collect their digital keys to keep confidential information safe.
Unlocking the potential of digital security by transforming building access codes!
Keep your facility secure by setting a new digital gate or door passcode and removing any old access methods. Change these codes regularly to prevent unauthorized entry.
Looking to ensure a smooth and secure exit for departing employees?
Reduce your digital risk and make offboarding easier. Contact us to find out how we can help. Schedule a free consultation today and will give you tips on ways to improve your cybersecurity posture, ensuring a safe transition for all involved.




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