Request
Record role, manager, start date, workplace, language needs, device expectations, and the systems the person actually needs.
Employee lifecycle
Make every employee change a controlled IT handoff.
Starts, departures, leaves, and role changes create small access decisions with large consequences. A clear request, named approver, equipment plan, and closure record keep the work coordinated without pretending every application is centrally controlled.
Before the start date
Turn a hiring note into an actionable setup plan before equipment and access become urgent.
Approve
Separate business approval from technical execution. The manager or designated owner decides access; IT applies the approved change.
Prepare
Confirm device source, Microsoft 365 licensing, account naming, multifactor setup path, and any vendor-managed application tasks.
Changes during employment
Role and location changes deserve the same discipline as a new hire.
Access review
Compare current access with the new role instead of only adding permissions. Remove access that no longer has a business reason.
Device move
Plan office, hybrid, or remote changes around equipment, secure sign-in, connectivity, printing, and handoff timing.
Exception record
Note applications controlled by another vendor, pending approvals, and any temporary access with an explicit review point.
Departure and closure
A departure is complete only when ownership, access, information, and equipment have a visible disposition.
Timing
Use the employer-approved effective time. Urgent terminations and planned departures require different coordination.
Preserve
Decide mailbox, files, shared work, forwarding, and application ownership before removing access.
Close
Record completed actions, unresolved vendor work, equipment return status, and the person responsible for each remaining decision.
Prepare this
A useful conversation starts with simple facts.
- Start or effective date and approving manager
- Role, workplace, language, and device requirements
- Microsoft 365 and business applications needed
- Information or mailbox ownership decision
- Vendor-controlled tasks and equipment return plan
Continue
Continue your decision
Bring the context; keep credentials out of the message.
Book a white-glove introPrepare a useful introduction
Describe the interruption, the change ahead, and how your team prefers to be kept informed. A short note is enough to begin a service-fit conversation.