Onboarding a new starter or offboarding a leaver

Step-by-step troubleshooting

1. 1

   Send the request early

   Two business days minimum for a new account, and longer if hardware needs to be ordered or shipped interstate. Tell us the start date even if other details are still to come.

2. 2

   Give us the person's details

   Full legal name, preferred name, job title, manager, department, site and start date. We use these for the mailbox, display name and directory.

3. 3

   List the access they need

   Name the systems, shared mailboxes, Teams sites, distribution lists and folders. The cleanest way is to say 'same access as [existing person]' and note any differences.

4. 4

   Confirm the hardware and phone

   Laptop or desktop, screens, dock, headset, mobile and desk phone extension. Tell us if it is being reused from a leaver so we can wipe and rebuild it in time.

5. 5

   For a leaver, set the finish date and time

   We disable sign-in at the agreed time, revoke sessions and MFA devices, and set an out-of-office or mailbox forward if you want one.

6. 6

   Decide what happens to their data

   Tell us who inherits the mailbox and OneDrive, and how long to retain them. We convert the mailbox or grant delegated access rather than deleting anything.