DailyWF / Workflows
Offboarding Check
Remove access and preserve knowledge when someone leaves a role.
How to use this workflow
Offboarding Check is useful when repeated work needs a visible path from request to completion. Keep it compact: the value is in clarifying ownership, next action, and evidence, not in creating a large approval artifact.
- Confirm departure timing, role coverage, and any legal or HR constraints.
- Remove or disable access in priority order based on risk and exposure.
- Transfer ownership of shared records, services, approvals, and recurring work.
- Preserve required records while avoiding unnecessary retention of personal material.
- Document completion and any exceptions that require later review.
Expected output
A completed offboarding check record with trigger, owner, decision, next action, and evidence.
Common failure mode
Leaving access active because ownership, expiration, or review evidence is unclear.
Use notes
| Best trigger | Use when the work repeats, affects others, creates risk, or needs a defensible handoff. |
|---|---|
| Evidence | Keep the shortest record that proves the decision, action, owner, and result. |
| Review point | Review after incidents, repeated confusion, tool changes, ownership changes, or missed expectations. |
Related pages
- New User OnboardingGive a new user access, context, and operating expectations.
- Access ReviewDefine how access is reviewed, changed, approved, and removed.
- Access Review ChecklistConfirm account ownership, appropriateness, and removal actions.
- Access Review LogTrack access review findings, approvals, removals, and exceptions.
- Dependency TrackerTrack decisions, inputs, vendors, systems, people, and approvals that can block delivery.
Use this with a tool
Find related documents, copy a checklist, or request a missing workflow.