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Microsoft 365 Offboarding Process

Introduction

When an Offboarding Request is submitted through Turbine, a SaaS Support Specialist will ensure that the departing employee’s access to email, chat, and Electric-supported applications is revoked . Below is an outline of Electric’s process for Microsoft 365 Offboardings.

Process Overview

  • If indicated on the Offboarding Request, the Offboarder will receive a message 10 minutes prior to the designated offboarding time.

  • The Specialist will reset the user’s email password and revoke access to OneDrive. This will disable email and OneDrive access on all devices.

  • If the user’s access to their chat application has not been disabled with their email (Microsoft Teams), the Specialist will deactivate their Slack account.

  • The Specialist will remove any recovery information the user associated with their email account and any Microsoft 365/Security groups or distribution lists the user was part of.

  • The Specialist will then proceed to remaining tasks from the Offboarding Task List, which may vary from customer to customer.

    • If an Out of Office is requested, the Specialist will set an Automatic Reply with the requested message.

    • If OneDrive sharing is requested, the Specialist will provide a link to the files to the specified user.

    • The Specialist will convert the User’s account to a Shared Mailbox and revoke the M365 license. To allow the mailbox to retain/receive mail, the unlicensed account will not be completely removed.

      • After the account has been converted to a Shared Mailbox, the Specialist will configure any email forwarding requested.

    • If calendar sharing is requested, the Specialist will add the listed users as members of the Shared Mailbox.

  • The Specialist will delete, deactivate, or suspend the User from all Electric supported SaaS applications based on the offboarding request.

  • If the Offboarder opted to receive an offboarding summary, Electric will send them an email confirming the actions completed by Electric to offboard the departed employee.

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