Separated Employee Checklist
Handle the transition correctly
* Your Name
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* Your Email Address
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* Employee Name
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First
Last
* Effective Termination Date
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Date Format: MM slash DD slash YYYY
This is the date that you would like their services to be deactivated. **Please allow as much time in advance as possible.
EMAIL - PLEASE MAKE SELECTION
* Employee's Company Email Address - (or personal email address if accounts were registered with it)
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Please type N/A if not applicable
* Would you like incoming mail to their company email address forwarded?
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Yes
No
* Please provide the name(s) and email address(es) of who should be receiving the forwards.
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* Would you like a backup downloaded of this employee's company email account?
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Yes
No
* Please provide the name and email address of the person we should forward to.
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REMOVE ROLE AND ACCESS - PLEASE CHOOSE SELECTION(S)
* Should we deactivate their Active Directory Profile?
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Yes
No
Choosing 'Yes' will disable their user account and all applications and settings within. Choosing 'No' will maintain their user account and we will change the password for security purposes.
* Please provide the email address to forward the new password to their Active Directory profile.
*
REMOVE ACCESS TO SOFTWARE AND APPLICATIONS - PLEASE CHOOSE SELECTION(S)
* Which software and applications need their user account deactivated?
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Microsoft Office
Quickbooks/Quicken/Pro Series
Adobe
Other
They didn't have any user accounts that need to be deactivated.
* Which Adobe Program(s)?
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Adobe Reader
Adobe Pro
Adobe Air
Adobe Photoshop
Other
* What other Adobe Programs need to be deactivated for this user?
*
* Other software and applications that need their user account deactivated. Please specify:
*
WORKSTATION - PLEASE CHOOSE SELECTION(S)
* Workstation
*
I would like to reassign their workstation to a different or new employee.
Please remove this workstation from monitoring and our support plan.
They didn't have a workstation.
* Please provide new user's contact details.
*
Please type N/A if new user user info is not available
PHONE - PLEASE MAKE SELECTION(S)
* Phone
*
Please reassign their phone to a different or new user.
I would like to maintain this Direct Dial Number (DID) and have incoming calls forwarded to another line.
Please remove this line from our VOiP account.
They didn't have a phone.
* Direct Dial Number (DID)
*
Maintain DID
Assign New DID
Voicemail Pin
Maintain Voicemail Pin
Reset Voicemail Pin
* Please provide new user's contact details.
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Please type N/A if new user info is not available.
* Please provide the name and extension for call forwarding.
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Please use this field to let us know anything else that the form didn't cover.
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Residential Support Referral
We will connect you to someone worthy
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Zip Code
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Please enter a number from
5
to
5
.
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When would you like to see us?
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ASAP!
This week if possible
Im Flexible
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We're ready to listen, how can we help?
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is your organization following modern best practices? Lets find out!
Q) Is there a written and tested disaster continuity plan that ensures your orginization will survive a disaster?
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We backup our data nightly
We backup when I remember to
Everyone is responsible for their own data
Written, tested, and updated yearly
Q) Can you get support from your IT department 24 hours a day, 7 days a week, 365 days a year (including holidays)?
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We have 9AM - 9PM support coverage
They are available 9AM - 5PM
Our IT department is available all day everyday
We don't have any on call IT support
Q) Does every computer user in your organization have an encrypted and secure password vault to safely store passwords?
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Everyone has an encrypted browser password manager like Last Pass
Important people have a password manager
We hide our passwords under our keyboard like everyone else
We keep our passwords on a spreadsheet or Google doc
Q) Is your organization alerted daily when any staff member has a stolen password for sale on the Dark Web?
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I scan the dark web myself for my team
We have a reliable dark web monitoring service that alerts us instantly
The lamp on my desk keeps the dark web away.
We wait until there is a problem
Q) Do your computers, servers, Mac, and mobile devices all run the latest AI security protection?
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Everyone runs their own AV scans
Our AV is business class
We use free AV
Our Security is Gen3 state of the art
* Name
*
First
Last
* Email
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Phone
Company
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X
Request an appointment with a technician. We'll contact you to schedule.
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What type of assistance do you require?
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Business & Commercial IT Support
Residential IT Support
Alarm, Fire, & Security
Web Development / SEO
Phone / VOIP
Network and Cabling
Other
Other assistance
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When would you like to see us?
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Next Available Time
This week if possible
Next Week
A few Weeks
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Name
*
Email
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Company
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Name
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Email
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Company
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How can we help?
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General Contact
Contact our award winning IT team.
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