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