Microsoft 365 and Google Workspace
Staff onboarding and offboarding
A good first day starts before the person walks in: accounts ready, the right access and nothing more, and a manager who knows exactly what to hand over. A clean exit matters just as much. I set up both, write them down as simple checklists your team can follow, and can do the work for you when you would rather not.
Request this$155 an hour. Every setup is different, so I quote after a short call.
What is included
- Onboarding and offboarding checklists (SOPs) written for your business, so anyone can follow them
- Account provisioning: email, licence, MFA, groups, shared mailboxes and app access set up to match the role
- A new-starter sheet for the hiring manager with sign-in steps, what to set up on day one, and who to ask for what
- If you prefer, I onboard the new person myself the evening before they start, after regular hours, so they sit down to a working setup
- For leavers: a short call with the manager to agree what happens to email, files and devices
- Blocking sign-in, resetting the password, signing the person out everywhere and removing their MFA methods
- Removing groups and admin roles, and turning their mailbox into a shared mailbox or forwarding it
- Giving the manager access to their files, and wiping or retiring company devices where they are managed
- Removing the licence once the data is safe, so you stop paying for it
What you get at the end
- Written onboarding and offboarding checklists you can reuse
- New starters who can sign in and get to work on day one
- Written confirmation that a leaver's access is closed, with mail and files handed to the right person
- A list of any outside apps that still need someone to remove the account
What I need from you
- Admin access to Microsoft 365 or Google Workspace
- The person's role and first day, or last day
- A list of the apps and shared folders each role needs
Not included
- HR or legal steps around hiring or a departure
- Recovering data from personal devices
Ready to get this done?
Answer a few quick questions and book a short call. I will come prepared with a plan and an estimate.