Form | Employee Termination & Offboarding

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1) A terminated employee shall be required to surrender all keys, IDs, access cards/codes or badges, business cards, parking permits and the like, that permit access to The Company’s premises or information.*
- I acknowledge and confirm that this will be enforced by my Organization
2) A terminated employee’s physical and electronic access to PII and sensitive company data must be immediately blocked.*
- I acknowledge and confirm that this will be enforced by my Organization
3) A terminated employee must return all records containing PII and sensitive company data, in any form, that may be in the former employee’s possession (including all information stored on laptops or other portable devices or media, and in files, records, work papers, etc.).*
- I acknowledge and confirm that this will be enforced by my Organization

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Windows Domain
- Microsoft Windows / Network Domain*
  Windows Active Directory, login account, folder permissions, group memberships and domain access.
  - Revoke / Disable
  - Change Password / Keep Active
Data Access
- Systems that store or access PII and sensitive company data
  Mapped drives / cloud drives / shared folders / password and document management systems
  - Revoke / Disable
  - Change Password / Keep Active
Email
- Email systems
  Microsoft 365 / G-Suite / Exchange
  - Revoke / Disable
  - Change Password / Keep Active
- Disable email account
  The email address of the revoked account can be added as an alias to another account or mail-enabled group.
  - Make it an alias
- Add alias to
- Change email password
  The email can be forwarded to another mailbox or mail-enabled group. License must remain active for this functionality.
  - Forward email to another user or group
- Forward the email to
- Delivery options
  - Deliver messages to both, the original mailbox and the forwarding mailbox
Applications
- Database Applications
  Quickbooks / SAP / Practice Master / Perfect Care / Tabs / PCLaw / ChartLogic / Prophet 21 / Timberline / Solid Works / Sage 50 / All Scripts / Custom Applications
  - Revoke / Disable
  - Change Password / Keep Active

List Applications

Provide a list of applications (one per row) this user has access to

Telephony
- Phone system / extension
  - Revoke / Disable
  - Change Password / Keep Active
Managed Services

Workstation / laptop name or identifier

Will the workstation / laptop be leaving with the terminated employee?*
- No
- Yes

- Remove device from managed services?
  - No
  - Yes
- Confirm deprovisioning
  - Removing this machine from managed services will deprovision all QWERTY agents and security software and will disjoin the machine from the domain.
Cloud Apps
- Cloud-based Applications
  Salesforce / Asana / Trello / etc.
  - Revoke / Disable
  - Change Password / Keep Active

List Applications

Provide a list of applications (one per row) this user has access to

- Remote Access
- Remote Access / VPN*
  - Revoke / Disable
  - Change Password / Keep Active

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Wrapping up
Send new password(s) to*
Since you have requested to change password for some systems, where would you like the new passwords to be sent?
Enter Email Confirm Email
Additional Information & Instructions
Email
This field is for validation purposes and should be left unchanged.

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Windows Domain