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Employee Offboarding and Access Revocation Workflow under ISO/IEC 27002

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Initiate Offboarding Process

Starting the employee offboarding process can often feel overwhelming, but it's a vital step toward ensuring a smooth transition. Wouldn’t it be simpler if there was a clear path to follow? This task helps you establish that path and secure the proper documentation and essentials for process initiation.

Get ready to tackle challenges by laying a strong foundation with essential resources like the Offboarding Checklist. Revisit this step if you feel lost!

  • Ensure having necessary documentation.
  • Familiarize with relevant HR policies.
  • 1
    Resignation
  • 2
    Termination
  • 3
    Retirement
  • 4
    End of Contract
  • 5
    Other
  • 1
    Checklist Prepared
  • 2
    Notified Relevant Departments
  • 3
    Scheduled Exit Interview
  • 4
    Collected Company Manuals
  • 5
    Clearances Requested

Conduct Exit Interview

An exit interview is crucial in gaining insight into the employee's experience within the company. It is your chance to learn from former employees and possibly improve workplace environment. What aspects require attention? Let's delve deeper into this interactive session and maximize our understanding.

Expect some challenges with open-ended responses; prepare to extract valuable feedback and handle sensitive issues confidentially.

  • Confidentiality must be prioritized.
  • 1
    Job Role
  • 2
    Management
  • 3
    Company Culture
  • 4
    Work Environment
  • 5
    Compensation

Deactivate Employee Email Account

Shutting down email access isn’t just a 'switch-off' action. It closes the professional chapter.

Imagine a world where sensitive information remains protected even after someone moves on. That’s the magic this task performs!

  • 1
    Security
  • 2
    Data Breach Risk
  • 3
    Privacy
  • 4
    Resignation
  • 5
    End of Contract
  • 1
    Notify IT
  • 2
    Backup Emails
  • 3
    Set Vacation Responder
  • 4
    Forward Emails
  • 5
    Record Deactivation Date

Notification of Email Deactivation

Revoke System Access

Each keyholder should part ways with their passwords too. Safety is key!

Ever pondered the repercussions of leaving accounts open and vulnerable? This task seals that possibility.

  • 1
    CRM System
  • 2
    HR Portal
  • 3
    Project Management Tool
  • 4
    Development Server
  • 5
    Customer Support Suite
  • 1
    Immediate
  • 2
    Phased
  • 3
    Timed
  • 4
    Conditional
  • 5
    Notified
  • 1
    Pending
  • 2
    In Progress
  • 3
    Completed
  • 4
    Not Required
  • 5
    Postponed

Remove VPN Permissions

Think about VPN access as a hidden passkey. Once it’s in the wrong hands, data streams falter.

But don’t worry, this handy task sweeps in to block the path!

  • 1
    Notify IT
  • 2
    Confirm Current Access
  • 3
    Log Out Sessions
  • 4
    Remove Access
  • 5
    Update Records
  • 1
    Yes, Revoked
  • 2
    Not Completed
  • 3
    Pending
  • 4
    Not Required
  • 5
    Additional Action Needed

Collect Company Assets

Unmanaged company assets leading to lapses? Not anymore!

Ever wondered how many laptops remain unreturned? This seamless process ensures what’s company-owned comes back home.

  • 1
    Laptop
  • 2
    Smartphone
  • 3
    Badge
  • 4
    Keycard
  • 5
    Headset
  • 1
    Excellent
  • 2
    Good
  • 3
    Fair
  • 4
    Poor
  • 5
    Damaged

Terminate Building Access

Imagine untethered access to every corner of a workspace - sounds unsafe, right? Mitigate these risks!

Once badge privileges go, so do unwanted entrances.

  • 1
    Main Entrance
  • 2
    Parking Lot
  • 3
    Server Room
  • 4
    Office Wing
  • 5
    Cafeteria
  • 1
    Completed
  • 2
    Pending
  • 3
    Not Required
  • 4
    Delayed
  • 5
    In Process

Building Access Termination Notice

Update Employee Records

From personal details to employment history, a well-maintained record closes the loop.

Is everything updated to reflect their final days with us?

  1. Verify accuracy.
  2. Reflect new status.
  3. File in archives.
  4. Cleanse unnecessary data.
  5. Document changes.
  • 1
    Change Status
  • 2
    Close Projects
  • 3
    Update References
  • 4
    Final Appraisal
  • 5
    Verify Details
  • 1
    Updated
  • 2
    Pending
  • 3
    Incomplete
  • 4
    Archived
  • 5
    Under Review

Approval: HR Review Employee Termination

Will be submitted for approval:
  • Initiate Offboarding Process
    Will be submitted
  • Conduct Exit Interview
    Will be submitted
  • Deactivate Employee Email Account
    Will be submitted
  • Revoke System Access
    Will be submitted
  • Remove VPN Permissions
    Will be submitted
  • Collect Company Assets
    Will be submitted
  • Terminate Building Access
    Will be submitted
  • Update Employee Records
    Will be submitted

Disable Application Accounts

Applications in the hands of an unauthorised person spell trouble. So, double check!

Imagine closing down all alleys penetrating into sensitive zones.

  • 1
    Slack
  • 2
    Trello
  • 3
    Salesforce
  • 4
    Confluence
  • 5
    Hubspot
  • 1
    Not Started
  • 2
    In Progress
  • 3
    Completed
  • 4
    Need Help
  • 5
    Cancelled
  • 1
    Notify Teams
  • 2
    Clear Access
  • 3
    Reassign Tasks
  • 4
    Verify Deactivation
  • 5
    Log Changes

Notification: Application Account Deactivation

Notify Internal Teams

The symbiotic flow of information across departments is no less than a lifeline. Keep everyone informed, smoothly!

Are your internal allies aware of the impending changes?

  • Avoid communication breakdowns.
  • Ensure project reassignments.
  • Refresh team rosters.
  • Maintain operational continuity.
  • Update contact directories.
  • 1
    Sales
  • 2
    Marketing
  • 3
    Operations
  • 4
    HR
  • 5
    Finance
  • 1
    Email
  • 2
    Meeting
  • 3
    Memo
  • 4
    Chat
  • 5
    Call
  • 1
    Completed
  • 2
    Pending
  • 3
    In Progress
  • 4
    Delayed
  • 5
    Cancelled

Archive Employee Data

Keeping an employee’s data just right can be taxing without a streamlined approach.

Does the data archiving resolve your ongoing headaches with compliance checks and audits?

  1. Filter relevant data.
  2. Adhere to privacy rules.
  3. Preempt legal inquiries.
  4. Enhance file management.
  5. Ensure effortless retrieval.
  • 1
    Emails
  • 2
    Projects
  • 3
    Reports
  • 4
    Contacts
  • 5
    Performance Reviews
  • 1
    Completed
  • 2
    Pending
  • 3
    In Progress
  • 4
    Failed
  • 5
    Deferred

Final Payroll Process

Who knew payday could be filled with dynamics beyond just numbers?

Can you ensure all entitlements and dues are settled judiciously before they exit the door?

  • Ensure fair compensation.
  • Adhere to fiscal commitments.
  • Avoid disputes.
  • Foster goodwill.
  • Accomplish a graceful exit.
  • 1
    Settled
  • 2
    Pending
  • 3
    Under Adjustment
  • 4
    Completed
  • 5
    Cancelled

Approval: IT Systems Termination

Will be submitted for approval:
  • Disable Application Accounts
    Will be submitted
  • Notify Internal Teams
    Will be submitted
  • Archive Employee Data
    Will be submitted
  • Final Payroll Process
    Will be submitted

The post Employee Offboarding and Access Revocation Workflow under ISO/IEC 27002 first appeared on Process Street.


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