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User Onboarding & Offboarding · Managed by ECSG

Ready on day one. Secure after the last day.

Every new employee needs accounts, access, a protected computer and a clear start. Every departure needs the opposite: access closed, data preserved and equipment recovered. ECSG handles both with a consistent checklist — so nothing is forgotten, in either direction.

Microsoft 365 accountsAccess by roleProtected devicesData preservedLicenses recovered
New hire checklist · Example
Microsoft 365 account & licenseDone
Multi-factor authenticationDone
Teams, SharePoint & shared mailboxesDone
Computer prepared & protectedDone
Security awareness trainingEnrolled
Welcome & first sign-inDay one
Illustrative example. Every checklist is adapted to the role.
The Problem

Small gaps at the start and end of employment become big problems

When people join and leave without a process, the same three things happen again and again.

A first day without access

The new hire waits for a laptop, a password or a shared folder — and their first impression is that nothing works.

Lost productivity
Former employees still signed in

Accounts that stay active after someone leaves are an open door to company email, files and customer data.

Security risk
Paying for nobody

Licenses, devices and subscriptions keep running for people who no longer work there.

Wasted cost
Two Checklists, One Process

How we bring people in — and how we close the door when they leave

Both start the same way: a request to our help desk. From there, every step is tracked in the ticket.

Onboarding

Ready on day one

Accounts, access and equipment prepared before the first day, based on the role.

1

Request received

Name, role, start date and what they'll need — logged as a ticket.

2

Account & license

Microsoft 365 account created, licensed and protected with multi-factor authentication.

3

Access by role

Teams, SharePoint sites, shared mailboxes, groups and business applications — only what the role requires.

4

Device ready

Computer prepared with standard apps, monitoring, endpoint protection, safe browsing and backup.

5

Welcome

First sign-in guided, MFA set up on their phone and security awareness training assigned.

Offboarding

Secure after the last day

Access closed at the right moment, company data kept and equipment recovered.

1

Request & timing

Last day confirmed with the manager or HR — including the exact moment access should end.

2

Account blocked

Sign-in blocked, active sessions revoked, password reset and MFA methods removed.

3

Email & files handed over

Mailbox converted to a shared mailbox and OneDrive access delegated to the manager. See how

4

Device recovered

Computer collected, backed up if required and wiped or prepared for the next person.

5

Clean up

Licenses removed or reassigned, groups and shared passwords updated, everything documented.

When Someone Leaves

Their access ends. Their work doesn't disappear.

When an employee leaves, two things must happen at the same time: nobody should be able to sign in with their account, and the business must keep everything they were working on. This is the procedure ECSG follows.

1

The account is blocked

Sign-in is blocked and active sessions are closed on every device, so the account can't be used — not from the office, a phone or home.

BeforeFormer employee can still open email and files
AfterNo one can sign in with the account
2

Mailbox becomes shared

The mailbox is converted into a shared mailbox and access is delegated to the manager or the person taking over the role.

BeforeClient emails arrive in an inbox nobody reads
AfterThe manager sees and answers every message
3

OneDrive is handed over

Access to the former employee's OneDrive files is delegated to the same manager, so documents, spreadsheets and projects stay within reach.

BeforeFiles locked inside a closed account
AfterThe manager can open, move or keep any file
Nothing is lostEmail history, client conversations and files stay with the company.
Customers don't noticeMessages keep reaching someone who can answer them.
The license is freedIn most cases, a shared mailbox doesn't need a paid license, so it can be removed or reassigned.
What's Included

Every layer of the stack, set up — and shut down — the same way

Each new person is added to the same tools that protect everyone else. Each departure is removed from all of them.

Microsoft 365

Account, license & email

Mailbox, OneDrive, Teams and the right license for the role — then removed or reassigned when the person leaves.

Why it matters: you only pay for the people who work for you.
Identity & MFA

Sign-in protected from day one

Multi-factor authentication is set up during the first sign-in, not weeks later.

Why it matters: a stolen password alone isn't enough to get in.
Permissions

Access by role, not by habit

Teams, SharePoint sites, shared mailboxes and applications are granted based on the role — and reviewed when people change roles.

Why it matters: fewer people with access to sensitive data.
Device

A computer that's ready and protected

Monitoring, patching, endpoint protection, safe browsing and backup are in place before the device reaches the user.

Why it matters: new devices don't start their life unprotected.
Training

Security awareness from the start

New employees are enrolled in security awareness training to learn how to spot phishing and fraud.

Why it matters: new hires are a favorite target for fake "urgent" requests.
Documentation

Every change on record

Who was given what, and when it was removed, is recorded in the ticket.

Why it matters: answers for audits, insurers and your own peace of mind.
Sensitive Departures
When someone leaves on difficult terms

Not every departure is planned. When a termination is sensitive, we coordinate with the manager or HR so access is closed at the exact moment it's needed — not before, not after.

Accounts, sessions and remote access are shut down together, and company data is preserved for review.

Role Changes
When someone moves to a new role

Promotions and transfers need access changes too. We add what the new role needs and remove what the old one no longer requires.

That way, access doesn't quietly pile up over the years.

How to Request

Five details, and we take it from there

Send the request to our help desk. The earlier we know, the smoother the first — or last — day will be.

WhoFull name, job title and department.
WhenStart date, or last day and time access should end.
Like whoA colleague with similar access, if there is one.
EquipmentLaptop, monitor, phone or anything else needed.
ManagerWho receives the data, approvals and equipment.
Part of Managed IT

The people side of IT security

  • Help Desk & IT Support receives every request and tracks each step as a ticket.
  • Proactive Monitoring (RMM) and Patch Management are active on every new device.
  • Backup & Disaster Recovery keeps departing employees' data available when it's needed.
See how our managed IT works →
Fully Managed by ECSG

What we do for you

  • Checklists: standard onboarding and offboarding steps, adapted to each role.
  • Accounts: Microsoft 365, licenses, MFA and permissions handled end to end.
  • Devices: computers prepared, protected, recovered and reused.
  • Coordination: timing agreed with managers and HR for every departure.
  • Records: every change documented for audits and insurers.
Questions Decision-Makers Ask

Frequently asked questions

How much notice do you need for a new employee?

The earlier, the better — especially when a new computer has to be ordered. With enough notice, accounts, access and equipment are ready before the first day.

What happens to a former employee's email and files?

They stay with the company. We block the account, convert the mailbox into a shared mailbox with access delegated to the manager, and delegate access to the employee's OneDrive files to the same person — so nothing important is lost and customers keep getting answers.

Can you cut off access immediately in a sensitive situation?

Yes. We coordinate the exact timing with the manager or HR, and close sign-in, active sessions and remote access together.

Do we save money on licenses?

Often, yes. Licenses from departing employees are removed or reassigned, so you're not paying for accounts nobody uses.

Can new employees use their own devices?

It depends on your policies. We'll recommend what level of access personal devices should have and how to protect company data on them.

Onboarding & Offboarding

Could a former employee still sign in today?

We'll review your active accounts, licenses and access, then explain in plain language what should be closed, cleaned up or standardized. No obligation.

Secure. Reliable. Human.

Request an Access Review