Offboarding without chaos: HR + IT checklist (NEXMA)
HR + IT offboarding: one checklist and live status when employees leave.
The offboarding scale problem
Each departure triggers dozens of related actions: license removal, distribution and Teams group membership, SharePoint access, device return, and data handling under retention policy. When HR and IT use disconnected tools, gaps appear—especially for same-day exits.
Why spreadsheets fall short
A sheet does not know whether the Entra account was disabled or whether the device was retired in Intune. A “done” cell is not auditor-grade evidence.
The NEXMA approach
Offboarding profiles in NEXMA tie checklists to the actual state in Microsoft 365: groups, licenses, hardware assignments. Teams see one status board instead of chasing threads across departments.
| Area | Benefit |
|---|---|
| HR + IT | Shared progress view |
| Audit | Time-stamped actions |
| Security | Lower risk of “forgotten” groups |
Recommended steps
- Define the minimum legal and technical step set per role.
- Link steps to automation where Microsoft 365 APIs allow.
- Run a “day-zero departure” tabletop with HR.