User Offboarding Checklist
Source: _imported/User Offboarding/Template - User Offboarding Form.txt · Applies to: All client employees departing a club · Last reviewed: 2026-07
Purpose
Ensures every Club Support technician follows a consistent, complete process when a client employee leaves the organization. All systems are secured, access is removed, and every action is documented in the service ticket.
Prerequisites
- Atera ticket open with offboarding request
- Manager has confirmed termination date and any special instructions
| Field |
Value |
| Employee Name |
|
| Job Title / Department |
|
| Client |
|
| Manager Requesting Offboarding |
|
| Termination Date |
|
| Atera Ticket Number |
|
| Technician Assigned |
|
| Date Offboarding Started |
|
| Date Offboarding Completed |
|
2. Core Account Deactivation
| Task |
Completed |
Notes |
| Disable Active Directory / Azure AD account |
- [ ] |
|
| Disable Microsoft 365 email and cloud services |
- [ ] |
|
| Revoke VPN access |
- [ ] |
|
| Remove Remote Desktop access |
- [ ] |
|
| Remove administrative privileges |
- [ ] |
|
| Reset shared credentials if known |
- [ ] |
|
3. Jonas Club Management System
| Task |
Completed |
Notes |
| Disable Jonas user account |
- [ ] |
|
4. POS Systems
| Task |
Completed |
Notes |
| Disable POS login credentials |
- [ ] |
|
5. 3CX Phone System
| Task |
Completed |
Notes |
| Disable or delete extension |
- [ ] |
|
| Reassign DID if required |
- [ ] |
|
| Remove voicemail access |
- [ ] |
|
| Remove call queue / ring group access |
- [ ] |
|
| Disable softphone or mobile app access |
- [ ] |
|
6. Network Infrastructure
| Task |
Completed |
Notes |
| Revoke VPN certificates |
- [ ] |
|
7. Security Cameras and Access Control
| Task |
Completed |
Notes |
| Remove access from DVR |
- [ ] |
|
8. Equipment Recovery
| Equipment |
Returned |
Notes |
| Laptop / Desktop Computer |
- [ ] |
|
| Mobile Phone / Tablet |
- [ ] |
|
9. Data Protection
| Task |
Completed |
Notes |
| Transfer OneDrive or cloud files to management |
- [ ] |
|
| Backup workstation data |
- [ ] |
|
| Archive / Convert employee mailbox if required |
- [ ] |
|
10. Final Verification
| Check |
Status |
| All accounts disabled and access removed |
- [ ] Yes - [ ] No |
| All equipment returned or accounted for |
- [ ] Yes - [ ] No |
| All actions documented in service ticket |
- [ ] Yes - [ ] No |
Technician Confirmation
| Field |
Value |
| Technician Name |
|
| Signature |
|
| Date |
|
Client Confirmation (Optional)
| Field |
Value |
| Manager Name |
|
| Signature |
|
| Date |
|