VAULTRIXBefore the departure
Confirm the departure time, risk level, legal requirements, responsible owners and whether access should end immediately or at a scheduled time.
Employee offboarding security checklist.
A reliable offboarding process coordinates HR, IT, security, managers and data owners. Use this checklist to end access promptly without losing business records or leaving unmanaged shares behind.
In this guide
A practical security framework.
Identity and active sessions
Disable the primary identity, revoke active sessions, remove passkeys or tokens where required, and confirm recovery methods no longer point to the departing employee.
Applications and integrations
Remove supported access to email, chat, cloud storage, developer tools, finance systems, customer platforms and third-party integrations.
Shared files and confidential content
Find externally shared documents, protected messages, deal rooms and agreement workflows owned by or shared with the employee. Revoke access that no longer has a valid purpose.
Transfer ownership
Reassign business-critical files, groups, automations, calendars and signing workflows before deleting or archiving accounts.
Devices, keys and credentials
Recover managed devices and rotate shared passwords, API keys, certificates or physical access credentials the employee could use.
External collaborators
Review vendors, clients and partners introduced by the employee. Preserve valid relationships while removing obsolete accounts and links.
Audit and evidence
Record who approved each action, when it completed and any exception that remains. Avoid placing confidential content itself in general-purpose analytics.
Post-offboarding review
Check for failed automation, unexpected sign-ins, orphaned resources and lingering access after the departure window.
Improve the process
Feed exceptions back into role templates, ownership rules and automated lifecycle controls so the next offboarding is faster and more complete.
The Vaultrix model
Protect. Authorize. Share. Revoke.
- Start in contextChoose sensitive content in a supported workflow.
- Apply controlSet available recipient, permission and time rules.
- Stay in controlReview status and end supported access later.
FAQ
Common questions.
The organization should define a precise cutoff based on the departure type and risk. In higher-risk cases, coordinate revocation with the formal notification.
See Vaultrix in your workflow.
Talk through your products, integrations and access requirements with the team.