IT Teams Template - Onboarding & Offboarding

1 min read

Template — IT Onboarding & Offboarding Management

This template enables effective management of employee arrivals and departures by centralizing all necessary IT actions.

What is this template for?

  • Structure arrival and departure processes
  • Automate IT tasks (accounts, equipment, access)
  • Track onboarding/offboarding progress
  • Reduce oversights and security risks
  • Centralize IT responsibilities

What the template contains

The board is structured around several key components:

An employee suivi database

  • Suivi of arrivals and departures
  • Key information (position, department, manager, etc.)

IT Task Management

  • Onboarding checklist (account creation, equipment...)
  • Offboarding checklist (access deactivation, equipment recovery...)
  • Detailed Suivi of actions per employee

Global Management

  • Onboarding/offboarding status
  • View of ongoing / completed tasks
  • Suivi of deadlines

A dashboard

  • Onboarding status
  • Offboarding status
  • Upcoming movements (planning)
  • Visual indicators

Board structure

FieldTypeWhat it's forExample
EmployeeTagEmployee name

Ready-to-use views

Data table (main view)

  • Complete list of onboarding/offboarding
  • Overall employee management

Planning

  • Calendar view of arrivals and departures
  • Allows anticipating IT workload

Suivi of movements

  • Kanban view
  • Organization by type (entry / exit) and status
  • Quick visual __ND_TERM_c749cccccb__

Dashboard

  • Key widgets:
    • Onboarding status
    • Offboarding status
    • Upcoming movements
  • Synthetic view for IT management

Record an arrival

  • Simplified form for onboarding
  • Allows for standardizing entries

Record a Departure

  • Dedicated offboarding form
  • Helps secure departures

Progress Status

  • Task progress visualization
  • Based on checklists

Onboarding Checklist Example

  • Accounts
    • Create AD account
    • Create mailbox
  • Equipment
    • Prepare PC
    • Install software
  • Security & Administrative
    • Have IT charter signed

Offboarding Checklist Example

  • Accounts
    • Disable AD account
    • Block email mailbox
    • Remove application access
  • Equipment
    • Retrieve PC
    • Retrieve phone
    • Check equipment condition
  • Security & administrative
    • Revoke VPN access
    • Archive data
    • Close IT file

How to get started (in 10 minutes)

  1. Add an employee
    • Choose: arrival or departure
    • Fill in key information
  1. Launch the checklist
    • Automatic based on type
    • IT assignment
  1. Track progress
    • Update tasks
    • Check statuses
  1. Use views
    • Planning to anticipate
    • Dashboard to manage

💡 Best practices

  • Standardize IT checklists
  • Always assign an IT Owner
  • Update statuses in real time
  • Systematically verify access during departures
  • Use the dashboard to manage workload

Related articles

Was this page helpful?