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.