Free tool · for IT, HR & ops at a small company
Employee Onboarding & Offboarding Checklist
Switching an account off is the easy half of an offboarding. It does not move what that person owned — a shared drive, a calendar, a distribution list, an admin seat, a key created under their login — and getting those back afterward ranges from a support ticket to impossible. This free offboarding and onboarding checklist template is a single-person starter: eighteen of the systems a small company actually grants, already marked for which ones need handing over first, plus the equipment they have out. Work one person down the list, in order — it runs one joiner or one leaver at a time, with no scoring, no ranked queue and no totals.
Take it with you — free, no signup
Direct download. No email, no account — just the files.
What it does
- Eighteen common systems pre-filled — a small company's core IT onboarding and offboarding list: identity, email, file storage, chat, password manager, code hosting, cloud infrastructure, CRM, marketing, ads and more — each with a sensitivity level.
- A “Hand over first?” flag on every row, so ownership moves to somebody who is staying before the account goes and nothing is stranded.
- An equipment block pre-filled with six sample items — laptops, a monitor, a headset, a scanner and a security key — with issued and returned date columns for you to fill in, plus blank rows for the rest.
- Opens in Excel, Google Sheets, and LibreOffice — no macros, no signup, nothing saved anywhere but your own file.
Related reading
Own it, don't rent it
Running more than one person at a time?
This free starter runs one person by hand, in the order the list is written. The full Onboarding & Offboarding Equipment & Access Tracker runs your whole roster at once: every open item scores its system’s sensitivity weight multiplied by the days it has sat open, into a ranked “close this first” queue; a Role Access Matrix and an Action Builder compute the exact grant, revoke and hand-over list when somebody changes role; and it totals the depreciated value of equipment you have not recovered plus the monthly and yearly spend on seats nobody has switched off — in one owned 8-tab spreadsheet (Excel, Google Sheets, or LibreOffice) with a 46-system catalog, two guides and three printable forms.
A one-time purchase you keep and reuse for every joiner, mover and leaver — the structured file between a blank spreadsheet and a rented per-seat IT platform.
An access and asset record-keeping template, not security, IT, HR, legal, or compliance advice. It records that access exists — it deliberately stores no passwords, keys, or recovery codes, and those belong in a password manager. The equipment items and asset tags in the file are fictitious sample data, and the person block ships blank. Once you put a real employee in it, the file becomes a map of one person’s access — keep it restricted, and archive or delete it once the move is done. Free to keep and to share as-is; please don’t resell it.