Joiners, movers and leavers
Employee Access Change Review
Prepare access changes for arrivals, role changes and departures while separating known systems from applications that still need discovery.
Clarify employee access changes Review Microsoft 365 accounts
When someone changes roles
An account change is also a data decision
Someone changes roles but keeps old access because nobody has made the decision.
A shared mailbox or files need to move without a named owner.
An authentication phone or vendor account still belongs to the person leaving.
The decision before the access
Anything that stays accessible needs an owner
Changing access is not only an account task. The business must decide what stays available, who receives the data and which responsibilities move with the person.
Changes beyond a departure
- An employee moves into sales but keeps administrator rights from a former role.
- A contractor finishes an engagement while their files and vendor account have no owner.
- An MFA recovery method is tied to a device the business does not control.
Connect people to systems
What can be confirmed and what still needs discovery
- Roles, approvers and agreed systems for a joiner, role change or leaver.
- Accounts, administrator roles, groups, shared mailboxes, files and accessible recovery methods.
- Access to keep, transfer, change or remove, plus systems that must be confirmed with a vendor.
You receive
Assigned transfer and access decisions
- A decision list for the systems actually reviewed.
- Items to transfer, keep, remove or document before execution.
- A clear boundary between known access and applications or vendors requiring separate discovery.
A review of agreed systems
Access examined and unknowns handled separately
Included
- Workshops and role examples.
- A decision template.
- A dependency summary.
Additional work
- Executing access changes.
- HR integration or automation.
Scope, deliverables, and pricing are confirmed before work begins. Additional work requires approval.
Setup and onboarding
Preparation is part of the work
We confirm the scope, evidence, customer responsibilities and any licences or third-party costs before changes are considered.
Customer responsibilities
- Name approvers.
- Validate role needs.
A useful next conversation
Clarify employee access changes
Tell us what is happening. Initial contact confirms the right scope and requirements; it does not authorize a change.
Clarify employee access changes