Template — IT Onboarding & Offboarding Management
This template enables you to effectively manage employee arrivals and departures by centralizing all necessary IT actions.
What is this template for?
- Structure onboarding and offboarding 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 building blocks:
An employee suivi database
- Suivi of entries and exits
- Key information (position, department, manager, etc.)
IT Task Management
- Onboarding checklist (account creation, equipment...)
- Offboarding checklist (access deactivation, equipment recovery...)
- Detailed Suivi of actions by 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
| Field | Type | What it's for | Example |
|---|---|---|---|
| Employee | Tag | Employee name | "Alice Bernard" |
| Employee Email | User | Contact | [email protected] |
| Position | Tag | Role | "Software Engineer" |
| Department | Tag | Team | "IT" |
| Manager | User | Supervisor | @Manager |
| Deadline | Date | Arrival or departure date | 05/12/2026 |
| Type | Tag | Entry or exit | "Employee arrival" |
| Status | Tag | Overall progress | "To do", "In progress" |
| IT Owner | User | IT Manager | support.it@ |
| TODO | Checklist | Detailed IT tasks | Accounts, equipment… |
| Workstation type | Tag | Assigned equipment | "Laptop" |
| Dual monitor | Tag | Equipment | Yes / No |
| Mobile phone | Tag | Equipment | Yes / No |
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 Suivi
Dashboard
- Key widgets:
- Onboarding status
- Offboarding status
- Upcoming movements
- Synthetic view for IT management
Enter an arrival
- Simplified form for onboarding
- Allows for standardizing entries
Record a Departure
- Dedicated offboarding form
- Helps secure employee exits
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 inbox
- 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)
- Add an employee
- Choose: arrival or departure
- Fill in key information
- Launch the checklist
- Automatic based on type
- IT assignment
- Track progress
- Update tasks
- Check statuses
- Use the views
- Planning to anticipate
- Dashboard to manage
💡 Best practices
- Standardize IT checklists
- Always assign an IT Owner
- Update statuses in real time
- Systematically check access during departures
- Use the dashboard to manage workload