Make staff changes less of a scramble.

A new colleague needs the right equipment, applications and information. A departing colleague leaves accounts, files and sometimes business knowledge behind. Without a process, the owner can spend the first morning chasing passwords or discover much later that old access still works.

A joiner and leaver checklist connects the business decision to the technical tasks. It gives the authorised contact a clear way to request equipment, accounts and access changes, with timing that fits the person’s start or departure.

The agreed process should identify who can authorise a change and what information is needed. Sensitive personal information should be kept to what is necessary for the task.

• The person's role, start or leaving point and required systems.
• Equipment ownership, location and preparation needs.
• Access to shared mailboxes, folders and applications.
• Who receives business information or responsibilities afterwards.

A consistent setup can include a named account, suitable sign-in protection, approved applications and access based on the person's role. Equipment should be checked before handover, with an explanation of how to request help and where to save work.

Early notice gives time to prepare equipment, arrange licences and check access to specialist applications. We identify those dependencies and agree the handover date and preparation work with you.

Removing access is only one part of leaving. The business may need to retain relevant information, transfer ownership, recover equipment and update shared processes. Timing can be sensitive, so instructions should come from the authorised contact through the agreed route.

The business decides which information needs to be retained or transferred, taking advice where needed. We carry out the authorised technical steps and record what changed, so ownership and access remain clear.

The result should update the device inventory, account list and relevant responsibilities. When somebody changes role, the same discipline helps remove access they no longer need rather than simply adding more permissions.

A short checklist is useful only if it is maintained. New applications, suppliers and ways of working should be added to the process so the next staff change reflects the current business.