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Why employee onboarding and offboarding checklists are crucial for your business

Having a checklist for when new people join and leave your team is really important for your business. It’s like making sure you’ve got everything packed for a trip so you don’t forget anything.

When someone new joins, they need all the right stuff to get started, like access to programs and learning about the company. Having a clear plan helps them feel welcome and ready to go.

And when someone leaves, you need to tie up loose ends to keep things safe and save money. You don’t want to keep paying for things you don’t need anymore!

Here are some easy tips to make it easier:

  1. Work together with your IT team to define the onboarding/offboarding checklist. This way, nothing important gets missed, costing you time and money.
  2. Try to give your IT team plenty of notice when someone new is starting. Rushing the onboarding can lead to mistakes.
  3. Have a plan for when someone has to leave suddenly. Ensure there is a process of locking people out immediately, giving the IT technician enough time to work through the offboarding checklist without risking security.
  4. If you notice things being missed during onboarding or offboarding, talk to your IT team about fixing it. It might highlight the something is missing from the checklists or an issue with internal communication. Whatever the root cause its, a thorough onboarding will keep you productive and secure.

If you’ve read this far, you know how important it is to get this right. Take a look at what you’re doing now and see if there are any ways to make it better. Not all IT teams are the same, so it’s important to find one that understands the implications.

If you need assistance from a local technology expert, please reach out. We’re happy to help!

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