Checklist for Better Digital Offboarding of Employees

NB Technology, LLC.

Apr 25, 2023

Digital footprints cover today's modern workplace. Employees begin making these the moment they're hired. They get a company email address and application logins. They may even update their LinkedIn page to connect to your company.

When an employee leaves a company, there is a process that needs to happen. This is the process of “decoupling” the employee from the company’s technology assets. This digital offboarding is vital to cybersecurity. 


You don’t want a former employee to maliciously email all your customers from their work email. Sensitive files left on a former staffer’s computer could leak months later. 


20% of surveyed businesses have experienced a data breach connected to a former employee. 


Digital offboarding entails revoking privileges to company data, and much more. This is a critical process to go through for each former staff member to reduce risk.


Below, we’ve provided a handy checklist to help you cover all your bases.

Image of whiteboard checklist


Your Digital Offboarding Checklist



Knowledge Transfer

Vast corporate knowledge can disappear when a person leaves an organization. It’s important to capture this during a digital offboarding process. 


This could be something as simple as what social media app someone used for company posts. Or it may be productivity leveraging. Such as the best way to enter the sales data into the CRM.


Make sure to do a knowledge download with an employee during the exit interview. Better yet, have all staff regularly document procedures and workflows. This makes the knowledge available if the employee is ever not there to perform those tasks.


Address Social Media Connections to the Company

Address any social media connections to the former employee. Is their personal Facebook user account an admin for your company's Facebook page? Do they post on your corporate LinkedIn page?


Identify All Apps & Logins the Person Has Been Using for Work

Hopefully, your HR or IT department will have a list of all the apps and website logins that an employee has. But you can’t assume this. Employees often use unauthorized cloud apps to do their work. This is usually done without realizing the security consequences.


Make sure you know of any apps that the employee may have used for business activities. You will need to address these. Either change the login if you plan to continue using them. Or you may want to close them altogether after exporting company data.


Change Email Password

Changing the employee’s email password should be one of the first things you do. This keeps a former employee from getting company information. It also keeps them from emailing as a representative of the company.


Accounts are typically not closed immediately because emails need to be stored. But you should change the password to ensure the employee no longer has access.


Change Employee Passwords for Cloud Business Apps

Change all other app passwords. Remember that people often access business apps on personal devices. So, just because they can’t access their work computer any longer, doesn’t mean they can’t access their old accounts.


Changing the passwords locks them out no matter what device they are using. You can simplify the process with a single sign-on solution.


Recover Any Company Devices

Make sure to recover any company-owned devices from the employee’s home. Remote employees are often issued equipment to use.


You should do this as soon as possible to avoid loss of the equipment. Once people no longer work for a company, they may sell, give away, or trash devices.


Recover Data on Employee Personal Devices

Many companies use a bring your own device (BYOD) policy. It saves them money, but this can make offboarding more difficult.


You need to ensure you’ve captured all company data on those devices. If you don’t already have a backup policy in place for this, now is a good time to create one.


Transfer Data Ownership & Close Employee Accounts

Don’t keep old employee cloud accounts open indefinitely. Choose a user account to transfer their data to and then close the account. Leaving unused employee accounts open is an invitation to a hacker. With no one monitoring the account, breaches can happen. A criminal could gain access and steal data for months unnoticed.



Revoke Access by Employee’s Devices to Your Apps and Network

Using an endpoint device management system, you can easily revoke device access. Remove the former employee’s device from any approved device list in your system.


Change Any Building Digital Passcodes

Don’t forget about physical access to your building. If you have any digital gate or door passcodes, be sure to change these so the person can no longer gain access.


Need Help Reducing Offboarding Security Risk?

When you proactively address digital offboarding, the process is easier and less risky.


Contact us at (704) 644-1220 for a no obligation consultation to discuss your cybersecurity needs and any inquiries you may have.

Article used with permission from The Technology Press.

Image of a checklist
By Blogger Admin 07 May, 2024
This MS Teams setup checklist can help you get started using this 365 productivity and collaboration app.
Switching to a VoIP phone system
By Blogger Admin 30 Apr, 2024
These are 8 business advantages of switching from a traditional to a VoIP phone system.
Image of a bring your own device (BYOD) policy in action
By Blogger Admin 23 Apr, 2024
Find out the top 12 tips to help your business overcome barriers to a successful bring-your-own-device (BYOD) program.
Cybersecurity being implemented for a small business
By Blogger Admin 16 Apr, 2024
There are many benefits of having cybersecurity defenses for your business - here are hidden benefits you may not have considered.
Image of a mobile device with various app icons
09 Apr, 2024
Learn how to make your mobile devices safe from cyberattacks with these 9 best practices.
Image of a padlock with chains, indicating strong security
26 Mar, 2024
Protect your business from cyber threats like malware and learn about the steps to follow for better endpoint protection.
Cybersecurity being implemented
By Blogger Admin 19 Mar, 2024
Find out why cybersecurity is essential for business growth and how to find a cybersecurity expert.
Image of a Keep Out sign on a fence
12 Mar, 2024
Learn about the different types of insider threats and how you can stop them.
VoIP phone system
By Blogger Admin 05 Mar, 2024
Did you know that you can improve your customer service by upgrading to a VoIP phone system? Find out how to start impressing your customers and boosting efficiency.
Image of people conducting a cybersecurity audit in an office
27 Feb, 2024
Find out what a cybersecurity audit entails and 3 tips for running one successfully.
Show More
Share by: