Employee Termination Checklist

Employee Termination Checklist

Human Resources sends the group email and submits an IslandTicket

  (see attached for detailed instructions)

Once the ServiceTicket has been received from H.R. (termed employee is referred to as User)

• Assigned to the Help Desk group and a Tech. Steps will be indicated in the ServiceTicket Notes

 

 

• _______ Users account is Disabled in Active Directory (based on time indicated in ServiceTicket from HR) remove any group membership except Domain and in the Description field　add: (Disabled \ term \ ServiceTicket # \date \ tech initials)

 

 

• _______ Hide User name from the Global Address Book in Active Director: Extension section \ Attribute Editor tab \ msExchHideFromAddressLists. Change whatever the Value currently is to True

 

 

• 　_______ Remove license in Ofice365; log into the Office 365 portal, https://portal.office.com (you will receive a notification on your phone that will require your approval). Click on the gray Admin icon, In the left-gray column, click on Active Users (if needed click on the drop-down arrow next to Users to display Active Users).

 　

• Locate your Users, double-click to open and select Licenses from the left column. Set the Active Directory Account as DISABLED. Upon the next AD Synchronization, the account in Office 365 will be set as "Blocked".

 

 　

• Open the users account, click Edit on Product License

 

 

• Change Office 365 Enterprise E3 to OFF

 

 

• _______ OSI logon account is disabled by removing Users Authorities, and enter Employment End Date. Remove Employee status under Person\Member Profile (Additional \ Types), removing User, uncheck and delete Reference # in the Products section and select Employment End Date

 

 

• _______ User account is disabled in ClickSWITCH (not deleted, needs to be kept for reporting purposes)

 

 

• _______ Users account is deleted from the following, if it exists: DocuSign, FIS eAccess, Card Wizard, Diebold Imageway

 

 

• _______ User is deleted from ServiceTicket and SCLogic

 

 

• Assign the Ticket to the Network\Phone group

 

 

• Users Voicemail account will be delete

 

 

• Return the Serviceticket to the Help Desk

 

 

• Respond to HR email with ServiceTicket Notes

 

 

User deleted\disabled from Active Directory, OSI, Optma, Card Wizard (no FIS eAccess account) Roxi Vargas on 23 January 2015 06:37 PM Note - phone display for x7285 changed to South Bay Branch. Voice Mail account has been deleted. Fred Ballecer on 27 January 2015 09:01 AM User name hidden in the Global Address Book Roxi Vargas on 28 January 2015 02:21 PM