What Should Administrators Do When an Employee Leaves?

When an employee leaves, administrators should review the user's access, remove or disable access according to the organization's offboarding process, and transfer important responsibilities where necessary.

Why Offboarding Matters

Employee onboarding receives a lot of attention, but offboarding is equally important.

A former employee should not continue to have access to information they no longer need.

Recommended Offboarding Process

Step 1 — Confirm Departure

Verify that the employee is leaving or no longer requires access.

Step 2 — Review Their Access

Identify boards, projects, workflows, documents, or administrative areas associated with them.

Step 3 — Remove Access

Remove or disable access according to your organization's process.

Step 4 — Transfer Ownership

Review whether important work, workflows, or responsibilities need a new owner.

Step 5 — Document the Change

Maintain an internal record where required by company policy.

FAQ

Q. Why is employee offboarding important?
It prevents former employees from retaining unnecessary access.

Q. Should ownership be transferred before removing access?
Yes, important responsibilities should be reviewed first.

Q. Should every departing user be treated the same?
The basic security objective is similar, but the exact process may depend on their role and access level.