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How do I find onboarding and offboarding checklists?

Where do I find onboarding and offboarding checklist templates?

Checklist templates

  • Onboarding checklist - An onboarding checklist provides a list of the tasks and access that need to be completed/granted when a new user joins the company. Some companies reuse the onboarding checklist for users moving roles. An example template for an ordering checklist can be downloaded here.
  • Offboarding checklist — An offboarding checklist provides a list of the tasks, confirmation of return of assets and access that need to be completed/removed when a user leaves the company. An example template for an ordering checklist can be downloaded here.

Tips for maintaining your checklists

  • Review your checklists at least annually or whenever a new system is introduced
  • Store completed checklists as evidence of your access control process