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  • Writer's pictureBrandon Alsup

Steps and Considerations of Onboarding and Offboarding Employees

According to a recent report by jobs site, a staggering 96% of workers are actively seeking new positions in 2023. With such a high number of employees looking for new opportunities, it's understandable that you may find yourself engaged in a greater number of onboarding and offboarding processes this year.

When it comes to onboarding and offboarding employees, managed service providers (MSPs) play a crucial role in ensuring a smooth, efficient, and secure transition. Companies often rely on external expertise, MSPs offer comprehensive solutions for managing the entire technical lifecycle of an employee, from onboarding to offboarding. This article will explore the steps and considerations that your IT partner or IT staff should take into account when onboarding and offboarding employees.

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Steps and Considerations of Onboarding Employees

1. Preparing the Onboarding Plan

Before welcoming a new employee, your company must have a well-defined onboarding plan in place. This plan should include all the necessary steps, resources, and timelines to ensure a seamless transition into the organization. By preparing a comprehensive onboarding plan, you can set clear expectations and goals for the new employee, helping them acclimate to their role and the company culture more effectively.

2. Gathering Essential Employee Information

To facilitate the onboarding process, your IT partner will need to collect essential employee information. This includes personal details, contact information, employment history, and any necessary legal documentation. By gathering this information in advance, you can streamline the onboarding process and ensure compliance with relevant regulations.

3. Setting Up IT Infrastructure and Access

One of the critical steps in onboarding an employee is setting up their IT infrastructure and access. You and your IT partner should ensure that the new employee has all the necessary hardware, software, and network access to perform their job effectively. This includes providing them with a company email account, access to relevant software tools, and configuring their computer systems according to company policies and security guidelines. When we onboard employees for our customers, Kosh typically needs at a minimum the following information:

  • Full name of the new employee

  • Role or title of the new employee

  • An existing employee that we can mirror in terms of access, software, hardware, and licensing

  • Start date

For more information on our Managed IT Services click visit: Kosh Solutions Services

4. Providing Training and Orientation

Effective training and orientation are vital for new employees to understand their roles, responsibilities, and the company's processes. You should provide comprehensive training sessions to familiarize new employees with the company's culture, policies, and procedures. This can include both formal training sessions and informal mentorship programs to help new employees quickly integrate into the organization.

Cybersecurity Training

Cybersecurity education and training are critical pieces of modern business practices. Kosh helps train new employees in cybersecurity best practices. We facilitate employee cybersecurity education through video content, tests, and quizzes which are then documented and can be compiled into a report for each employee.

5. Facilitating Communication and Collaboration

Smooth communication and collaboration are essential for the success of any organization. Your MSP or your IT partner should ensure that new employees have access to communication tools such as email, instant messaging (Microsoft Teams), and video conferencing platforms. Additionally, they should facilitate the integration of new employees into relevant project teams and departments, encouraging collaboration and fostering relationships with their colleagues.

6. Monitoring and Assessing Progress

Throughout the onboarding process, mentors and managers should monitor and assess the progress of new employees. Regular check-ins and feedback sessions help identify any challenges or areas that require additional support. By providing continuous feedback and guidance, new employees can overcome obstacles and ensure their successful integration into the organization.

Steps and Considerations of Offboarding Employees

1. Communicating the Departure

When an employee leaves an organization, proper communication is essential to maintain transparency and professionalism. Company managers and leadership should work closely with the departing employee to ensure that all relevant parties are informed of the departure. This includes notifying the employee's team members, transferring their responsibilities, and updating internal systems and documentation.

2. Terminating Access and Security Measures

To protect sensitive company information and maintain data security, IT staff or your technology partner must terminate the departing employee's access to company systems and assets. This includes revoking their network credentials, deactivating their email account, and ensuring they return any company-owned equipment or access badges. By diligently managing access and security measures, MSPs can mitigate potential risks associated with employee departures. You really don't want an ex-employee to be able to access your company's private information!

3. Conducting Exit Interviews

Exit interviews provide an opportunity for departing employees to share feedback and insights about their experience within the organization. HR should facilitate these interviews to gather valuable information that can help improve company processes and culture. It is crucial to create a safe and non-judgmental environment where departing employees can express their thoughts and suggestions freely.

4. Transferring Knowledge and Responsibilities

When an employee leaves, it is vital to ensure a smooth transition of their knowledge and responsibilities to the remaining team members. Managers and team members should assist in documenting the departing employee's tasks, processes, and any ongoing projects to facilitate knowledge transfer. By effectively managing this transition, companies can minimize disruptions and ensure business continuity.

5. Archiving and Retaining Data

Data retention and archiving are critical considerations when offboarding an employee. MSPs should work closely with the organization's management or IT department to ensure that all necessary data is appropriately archived and retained according to legal and regulatory requirements. This includes transferring ownership of files, updating access permissions, and securely storing any relevant information.

6. Ensuring Departure Compliance

Throughout the offboarding process, companies must ensure compliance with legal and regulatory obligations. This includes adhering to employment laws, data privacy regulations, and any industry-specific requirements. By maintaining compliance during offboarding, you can protect the organization from potential legal risks and reputational damage.

Frequently Asked Questions (FAQs)

1. How long does the onboarding process typically take?

The duration of the onboarding process can vary depending on various factors such as the complexity of the role, the organization's structure, and the availability of resources. However, on average, the onboarding process can range from a few days to several weeks.

2. What challenges can arise during the offboarding process?

Offboarding employees can present several challenges, including knowledge transfer, data security, and maintaining employee morale. It is crucial to address these challenges proactively and develop comprehensive offboarding strategies to mitigate potential risks.

3. How can MSPs ensure a positive onboarding experience for new employees?

MSPs can ensure a positive onboarding experience by providing a smooth technology experience. Including hardware configuration, software setup, communication tools, and fast troubleshooting for issues that may arise.

4. What should be included in an exit interview?

An exit interview should cover topics such as the employee's reasons for leaving, their overall experience within the organization, feedback on management and team dynamics, and suggestions for improvement. It is an opportunity for the departing employee to provide valuable insights that can help enhance the organization's practices.

5. How long should employee data be retained after offboarding?

The retention period for employee data may vary depending on legal and regulatory requirements. It is essential for MSPs to work closely with the organization's legal and compliance teams to determine the appropriate data retention period and ensure compliance with relevant regulations.

6. Can MSPs assist with employee onboarding and offboarding in a remote work environment?

Yes, MSPs can effectively assist with employee onboarding and offboarding in a remote work environment. By leveraging technology and communication tools, MSPs can facilitate a seamless transition for remote employees, ensuring they have the necessary technology resources and support to succeed.



The information contained in this communication is intended for limited use for informational purposes only. It is not considered professional advice, and instead, is general information that may or may not apply to specific situations. Each case is unique and should be evaluated on its own by a professional qualified to provide advice specifically intended to protect your individual situation. Kosh is not liable for improper use of this information.


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