Offboarding data handling
Disabling sign-in is the easy part. What happens to the mailbox, the OneDrive, the Teams the person owned, and the licence they held is a connected set of decisions—not an afterthought.
Book a scoping callA connected sequence
The date and the business counterpart are confirmed before any account action begins.
Access is transitioned per policy—converted to shared or opened to a manager—rather than left open indefinitely.
Teams, sites, and shared mailboxes the person owned are given a continuing owner.
The licence is reclaimed or reassigned, any hold or retention requirement is checked, and the decision is recorded.
More than a technical task
A named owner, not a checklist alone.
How long a departed employee's mailbox stays accessible, who can request access to their files, and what gets retained versus deleted are decisions with real privacy and business-continuity weight. A technician can disable an account in minutes; only a business counterpart can say who should inherit the work that person leaves behind.
Recurring stewardship keeps that counterpart named in advance, so a departure does not become the first time anyone thought about the answer.
Three departure patterns
These are representative patterns, not client records.
Notice is known in advance, so ownership handoffs can be arranged before the last day rather than after it.
Access is secured immediately, and ownership questions are resolved over the following days rather than all at once.
Access may be paused rather than removed, with a clear plan for what happens if the leave becomes permanent.
What belongs in the monthly view
Connect this to the rest of care