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Employee Offboarding Access Checklist
Use this checklist before someone leaves to make sure no critical system, vendor relationship, credential, or renewal still depends on them.
Download checklist01
Access and ownership
- List systems where the employee is business owner.
- List systems where the employee is primary administrator.
- Confirm backup administrator coverage for critical systems.
- Reassign owner, admin, backup admin, and billing contact fields.
02
Systems and third parties
- Review SaaS apps, domains, websites, CMS accounts, analytics, ad accounts, and automations.
- Review vendor portals, vendor contacts, API keys, OAuth apps, service accounts, and webhooks.
- Check renewal dates tied to systems the employee owned.
03
Verification and closeout
- Verify critical systems after ownership changes.
- Document where credentials are stored outside Atlariem.
- Export or save the final offboarding record.
FAQ
Checklist questions
What should an employee offboarding access checklist include?
It should include systems owned, admin access, backup coverage, vendor contacts, billing contacts, API credentials, renewals, and verification tasks.
Should Atlariem store passwords or API keys?
No. Store secrets in a password manager or secret manager. Use Atlariem to track ownership, location, responsibility, and review context.
When should the checklist be completed?
Start as soon as notice is received and finish critical ownership changes before the employee loses access.