← CSI Knowledge

Employee IT Onboarding, Offboarding & Asset Handover

name
Employee IT Onboarding, Offboarding & Asset Handover
source
Notion Export
migration_status
Imported
document_id
DOC-12
document_type
Procedure
domain
People & Administration
hierarchy
SOP
status
Under Review
version
v1.0
owner
Cyber Space Infocom
created
July 25, 2026 12:07 AM
last_updated
July 25, 2026 12:48 AM
review_date
August 8, 2026
review_priority
P3 Normal
effective
next_review
languages
English, Gujarati, Hindi
source_archive
CSI DOCS.tar(1).gz
source_formats
DOCX, PDF
source_files
CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_English.docx | CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_English.pdf | CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Gujarati.docx | CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Gujarati.pdf | CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Hindi.docx | CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Hindi.pdf
source_path
/home/csi/master/inbox/imports/notion-verify/staging/notion/Export-a01daa1a-664a-4975-9744-61a6104bc176/CSI Nexus тАФ Operating System/07 тАФ Document Library/Employee IT Onboarding, Offboarding & Asset Handov 3a74d778395381c2b8b1d2824e6efa09.md
classification_reason
Operational procedure/runbook/checklist
11-SOP/Employee IT Onboarding, Offboarding & Asset Handover.md

Employee IT Onboarding, Offboarding & Asset Handover

Attachments: ../../Untitled%203a74-fa09/CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_English.docx, ../../Untitled%203a74-fa09/CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_English.pdf, ../../Untitled%203a74-fa09/CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Gujarati.docx, ../../Untitled%203a74-fa09/CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Gujarati.pdf, ../../Untitled%203a74-fa09/CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Hindi.docx, ../../Untitled%203a74-fa09/CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Hindi.pdf Created: July 25, 2026 12:07 AM Document ID: DOC-12 Document Type: Procedure Domain: People & Administration Hierarchy: SOP Languages: English, Gujarati, Hindi Last Updated: July 25, 2026 12:48 AM Migration Status: Migrated Owner: Cyber Space Infocom Remarks: Reviewed and approved as the CSI controlled working master on 2026-07-26. Use a client-specific copy for each engagement and complete all variable fields before issue. Review Date: August 8, 2026 Review Priority: P3 Normal Source Archive: CSI DOCS.tar(1).gz Source Files: CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_English.docx | CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_English.pdf | CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Gujarati.docx | CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Gujarati.pdf | CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Hindi.docx | CSI_Employee_IT_Onboarding_Offboarding_Asset_Handover_Hindi.pdf Source Formats: DOCX, PDF Status: Under Review Version: v1.0

This page contains the readable working content migrated from the CSI source archive. Review and approve it before external or contractual use.

  • English
|  | CYBER SPACE INFOCOM IT Infrastructure • AI • Cyber Security | +91 90547 79647 |
| --- | --- |

EMPLOYEE IT ONBOARDING, OFFBOARDING & ASSET HANDOVER

Use authorised requests only. Apply least privilege, record every issued asset/licence, and disable access promptly when employment or role ends.

1. Employee and Request Details

| Employee Detail | Entry | Employee Detail | Entry |
| --- | --- | --- | --- |
| Employee Name |  | Employee ID |  |
| Department |  | Designation |  |
| Manager |  | Location |  |
| Join / Change / Exit Date |  | Last Working Time |  |
| Request / Ticket No. |  | Employment Type |  |
1. Manager and Access Approval

| Requested Access / System | Business Need | Role / Level | Approver | Status |
| --- | --- | --- | --- | --- |
| Email / Collaboration |  |  |  | ☐ Approve ☐ Reject |
| Domain / Device login |  |  |  | ☐ Approve ☐ Reject |
| ERP / CRM / Tally |  |  |  | ☐ Approve ☐ Reject |
| Shared folders / NAS |  |  |  | ☐ Approve ☐ Reject |
| VPN / Remote access |  |  |  | ☐ Approve ☐ Reject |
| Cloud / SaaS |  |  |  | ☐ Approve ☐ Reject |
| Special / Privileged access |  |  |  | ☐ Approve ☐ Reject |
1. Account and Security Setup

| Status | Control | Evidence / Owner |
| --- | --- | --- |
| ☐ Done ☐ N/A | Named account created; no shared login |  |
| ☐ Done ☐ N/A | Temporary password delivered securely |  |
| ☐ Done ☐ N/A | MFA enrolled and recovery method verified |  |
| ☐ Done ☐ N/A | Required groups/roles applied |  |
| ☐ Done ☐ N/A | Local administrator access restricted |  |
| ☐ Done ☐ N/A | Email signature, aliases and mailbox configured |  |
| ☐ Done ☐ N/A | VPN/remote access limited and tested |  |
| ☐ Done ☐ N/A | Security/acceptable-use briefing completed |  |
| ☐ Done ☐ N/A | GLPI/asset/user record updated |  |
1. Asset and Licence Issue

| Asset / Licence | Make / Model / Product | Asset Tag / Serial / Key Ref. | Condition | Issued Date | Employee Acknowledgement |
| --- | --- | --- | --- | --- | --- |
| Laptop / Desktop |  |  | ☐ New ☐ Good ☐ Used | **/**/__ |  |
| Charger / Adapter |  |  | ☐ New ☐ Good ☐ Used | **/**/__ |  |
| Monitor / Dock |  |  | ☐ New ☐ Good ☐ Used | **/**/__ |  |
| Keyboard / Mouse |  |  | ☐ New ☐ Good ☐ Used | **/**/__ |  |
| Mobile / SIM |  |  | ☐ New ☐ Good ☐ Used | **/**/__ |  |
| Bag / Accessory |  |  | ☐ New ☐ Good ☐ Used | **/**/__ |  |
| Software licence |  |  | ☐ New ☐ Good ☐ Used | **/**/__ |  |
| Other |  |  | ☐ New ☐ Good ☐ Used | **/**/__ |  |
1. Onboarding Completion

| Completion Item | Result |
| --- | --- |
| Device login and updates tested | ☐ Complete ☐ Pending —  |
| Email/MFA/VPN tested | ☐ Complete ☐ Pending —  |
| Applications and printer tested | ☐ Complete ☐ Pending —  |
| Backup/sync location explained | ☐ Complete ☐ Pending —  |
| Support channel explained | ☐ Complete ☐ Pending —  |
| Manager confirms access | ☐ Complete ☐ Pending —  |
1. Role Change / Transfer

| Change Control | Old Access | New Approved Access | Owner / Date |
| --- | --- | --- | --- |
| Department / manager |  |  |  |
| Location / device |  |  |  |
| Groups / shared folders |  |  |  |
| Applications / licences |  |  |  |
| Privileged / remote access |  |  |  |
1. Offboarding Notification and Authority

| Exit Control | Approved Detail |
| --- | --- |
| Authorised exit request / HR reference |  |
| Last working date and exact disable time |  |
| Immediate / high-risk termination instructions |  |
| Legal hold / investigation requirement |  |
| Data owner / mailbox delegate |  |
| Client/vendor notification owner |  |
1. Account Disablement and Data Handover

| Status | Offboarding Control | Evidence / Ticket |
| --- | --- | --- |
| ☐ Done ☐ N/A | Disable directory/email/cloud/VPN accounts |  |
| ☐ Done ☐ N/A | Revoke sessions, tokens, app passwords and MFA devices |  |
| ☐ Done ☐ N/A | Remove groups, admin rights and delegated access |  |
| ☐ Done ☐ N/A | Reset shared/service credentials known to user |  |
| ☐ Done ☐ N/A | Transfer mailbox/files/business records to approved owner |  |
| ☐ Done ☐ N/A | Remove forwarding rules and external shares |  |
| ☐ Done ☐ N/A | Preserve data/legal hold before deletion |  |
| ☐ Done ☐ N/A | Update GLPI/licence allocation and vendor portals |  |
1. Asset Return and Verification

| Returned Asset | Asset Tag / Serial | Condition / Damage | Data Wipe / Rebuild Ref. | Received By / Date |
| --- | --- | --- | --- | --- |
| Laptop / Desktop |  |  |  |  |
| Charger / Dock |  |  |  |  |
| Monitor / Accessories |  |  |  |  |
| Mobile / SIM |  |  |  |  |
| Keys / Access card |  |  |  |  |
| Other |  |  |  |  |
1. Exceptions, Missing Assets and Recovery

| Exception / Missing Item | Business / Financial Impact | Action / Owner | Target Date | Status |
| --- | --- | --- | --- | --- |
|  |  |  | **/**/__ | ☐ Open ☐ Closed |
|  |  |  | **/**/__ | ☐ Open ☐ Closed |
|  |  |  | **/**/__ | ☐ Open ☐ Closed |
|  |  |  | **/**/__ | ☐ Open ☐ Closed |
|  |  |  | **/**/__ | ☐ Open ☐ Closed |
|  |  |  | **/**/__ | ☐ Open ☐ Closed |
1. Final Clearance and Sign-off

Clearance confirms recorded IT access and assets were processed. HR, finance, legal, physical access and other departmental clearance remain separate responsibilities.

| Clearance Item | Name / Signature / Date |
| --- | --- |
| Employee / User | __ |
| Reporting Manager | __ |
| HR / Authorised Requester | __ |
| IT / Cyber Space Infocom | __ |
| Asset Receiver | __ |
| Final Status: ☐ Cleared ☐ Conditional ☐ Not Cleared | __ |
| Comments | __ |
  • ગુજરાતી

    | | CYBER SPACE INFOCOM IT Infrastructure • AI • Cyber Security | +91 90547 79647 | | --- | --- |

    EMPLOYEE IT ONBOARDING, OFFBOARDING અને ASSET HANDOVER

    ફક્ત authorised request પર કામ કરો. Least privilege લાગુ કરો, દરેક asset/licence record કરો અને employment/role સમાપ્ત થાય ત્યારે access તરત disable કરો.

    1. Employee અને Request Details
    Employee Detail Entry Employee Detail Entry
    Employee Name Employee ID
    Department Designation
    Manager Location
    Join / Change / Exit Date Last Working Time
    Request / Ticket No. Employment Type
    1. Manager અને Access Approval
    Requested Access / System Business Need Role / Level Approver Status
    Email / Collaboration ☐ Approve ☐ Reject
    Domain / Device login ☐ Approve ☐ Reject
    ERP / CRM / Tally ☐ Approve ☐ Reject
    Shared folders / NAS ☐ Approve ☐ Reject
    VPN / Remote access ☐ Approve ☐ Reject
    Cloud / SaaS ☐ Approve ☐ Reject
    Special / Privileged access ☐ Approve ☐ Reject
    1. Account અને Security Setup
    Status Control Evidence / Owner
    ☐ Done ☐ N/A Named account created; no shared login
    ☐ Done ☐ N/A Temporary password delivered securely
    ☐ Done ☐ N/A MFA enrolled and recovery method verified
    ☐ Done ☐ N/A Required groups/roles applied
    ☐ Done ☐ N/A Local administrator access restricted
    ☐ Done ☐ N/A Email signature, aliases and mailbox configured
    ☐ Done ☐ N/A VPN/remote access limited and tested
    ☐ Done ☐ N/A Security/acceptable-use briefing completed
    ☐ Done ☐ N/A GLPI/asset/user record updated
    1. Asset અને Licence Issue
    Asset / Licence Make / Model / Product Asset Tag / Serial / Key Ref. Condition Issued Date Employee Acknowledgement
    Laptop / Desktop ☐ New ☐ Good ☐ Used //__
    Charger / Adapter ☐ New ☐ Good ☐ Used //__
    Monitor / Dock ☐ New ☐ Good ☐ Used //__
    Keyboard / Mouse ☐ New ☐ Good ☐ Used //__
    Mobile / SIM ☐ New ☐ Good ☐ Used //__
    Bag / Accessory ☐ New ☐ Good ☐ Used //__
    Software licence ☐ New ☐ Good ☐ Used //__
    Other ☐ New ☐ Good ☐ Used //__
    1. Onboarding Completion
    Completion Item Result
    Device login and updates tested ☐ Complete ☐ Pending —
    Email/MFA/VPN tested ☐ Complete ☐ Pending —
    Applications and printer tested ☐ Complete ☐ Pending —
    Backup/sync location explained ☐ Complete ☐ Pending —
    Support channel explained ☐ Complete ☐ Pending —
    Manager confirms access ☐ Complete ☐ Pending —
    1. Role Change / Transfer
    Change Control Old Access New Approved Access Owner / Date
    Department / manager
    Location / device
    Groups / shared folders
    Applications / licences
    Privileged / remote access
    1. Offboarding Notification અને Authority
    Exit Control Approved Detail
    Authorised exit request / HR reference
    Last working date and exact disable time
    Immediate / high-risk termination instructions
    Legal hold / investigation requirement
    Data owner / mailbox delegate
    Client/vendor notification owner
    1. Account Disablement અને Data Handover
    Status Offboarding Control Evidence / Ticket
    ☐ Done ☐ N/A Disable directory/email/cloud/VPN accounts
    ☐ Done ☐ N/A Revoke sessions, tokens, app passwords and MFA devices
    ☐ Done ☐ N/A Remove groups, admin rights and delegated access
    ☐ Done ☐ N/A Reset shared/service credentials known to user
    ☐ Done ☐ N/A Transfer mailbox/files/business records to approved owner
    ☐ Done ☐ N/A Remove forwarding rules and external shares
    ☐ Done ☐ N/A Preserve data/legal hold before deletion
    ☐ Done ☐ N/A Update GLPI/licence allocation and vendor portals
    1. Asset Return અને Verification
    Returned Asset Asset Tag / Serial Condition / Damage Data Wipe / Rebuild Ref. Received By / Date
    Laptop / Desktop
    Charger / Dock
    Monitor / Accessories
    Mobile / SIM
    Keys / Access card
    Other
    1. Exceptions, Missing Assets અને Recovery
    Exception / Missing Item Business / Financial Impact Action / Owner Target Date Status
    //__ ☐ Open ☐ Closed
    //__ ☐ Open ☐ Closed
    //__ ☐ Open ☐ Closed
    //__ ☐ Open ☐ Closed
    //__ ☐ Open ☐ Closed
    //__ ☐ Open ☐ Closed
    1. Final Clearance અને Sign-off

    Clearance confirms recorded IT access and assets were processed. HR, finance, legal, physical access and other departmental clearance remain separate responsibilities.

    Clearance Item Name / Signature / Date
    Employee / User __
    Reporting Manager __
    HR / Authorised Requester __
    IT / Cyber Space Infocom __
    Asset Receiver __
    Final Status: ☐ Cleared ☐ Conditional ☐ Not Cleared __
    Comments __
    - हिन्दी

    | | CYBER SPACE INFOCOM IT Infrastructure • AI • Cyber Security | +91 90547 79647 | | --- | --- |

    EMPLOYEE IT ONBOARDING, OFFBOARDING और ASSET HANDOVER

    केवल authorised request पर कार्य करें। Least privilege लागू करें, हर asset/licence record करें और employment/role समाप्त होने पर access तुरंत disable करें।

    1. Employee और Request Details
    Employee Detail Entry Employee Detail Entry
    Employee Name Employee ID
    Department Designation
    Manager Location
    Join / Change / Exit Date Last Working Time
    Request / Ticket No. Employment Type
    1. Manager और Access Approval
    Requested Access / System Business Need Role / Level Approver Status
    Email / Collaboration ☐ Approve ☐ Reject
    Domain / Device login ☐ Approve ☐ Reject
    ERP / CRM / Tally ☐ Approve ☐ Reject
    Shared folders / NAS ☐ Approve ☐ Reject
    VPN / Remote access ☐ Approve ☐ Reject
    Cloud / SaaS ☐ Approve ☐ Reject
    Special / Privileged access ☐ Approve ☐ Reject
    1. Account और Security Setup
    Status Control Evidence / Owner
    ☐ Done ☐ N/A Named account created; no shared login
    ☐ Done ☐ N/A Temporary password delivered securely
    ☐ Done ☐ N/A MFA enrolled and recovery method verified
    ☐ Done ☐ N/A Required groups/roles applied
    ☐ Done ☐ N/A Local administrator access restricted
    ☐ Done ☐ N/A Email signature, aliases and mailbox configured
    ☐ Done ☐ N/A VPN/remote access limited and tested
    ☐ Done ☐ N/A Security/acceptable-use briefing completed
    ☐ Done ☐ N/A GLPI/asset/user record updated
    1. Asset और Licence Issue
    Asset / Licence Make / Model / Product Asset Tag / Serial / Key Ref. Condition Issued Date Employee Acknowledgement
    Laptop / Desktop ☐ New ☐ Good ☐ Used //__
    Charger / Adapter ☐ New ☐ Good ☐ Used //__
    Monitor / Dock ☐ New ☐ Good ☐ Used //__
    Keyboard / Mouse ☐ New ☐ Good ☐ Used //__
    Mobile / SIM ☐ New ☐ Good ☐ Used //__
    Bag / Accessory ☐ New ☐ Good ☐ Used //__
    Software licence ☐ New ☐ Good ☐ Used //__
    Other ☐ New ☐ Good ☐ Used //__
    1. Onboarding Completion
    Completion Item Result
    Device login and updates tested ☐ Complete ☐ Pending —
    Email/MFA/VPN tested ☐ Complete ☐ Pending —
    Applications and printer tested ☐ Complete ☐ Pending —
    Backup/sync location explained ☐ Complete ☐ Pending —
    Support channel explained ☐ Complete ☐ Pending —
    Manager confirms access ☐ Complete ☐ Pending —
    1. Role Change / Transfer
    Change Control Old Access New Approved Access Owner / Date
    Department / manager
    Location / device
    Groups / shared folders
    Applications / licences
    Privileged / remote access
    1. Offboarding Notification और Authority
    Exit Control Approved Detail
    Authorised exit request / HR reference
    Last working date and exact disable time
    Immediate / high-risk termination instructions
    Legal hold / investigation requirement
    Data owner / mailbox delegate
    Client/vendor notification owner
    1. Account Disablement और Data Handover
    Status Offboarding Control Evidence / Ticket
    ☐ Done ☐ N/A Disable directory/email/cloud/VPN accounts
    ☐ Done ☐ N/A Revoke sessions, tokens, app passwords and MFA devices
    ☐ Done ☐ N/A Remove groups, admin rights and delegated access
    ☐ Done ☐ N/A Reset shared/service credentials known to user
    ☐ Done ☐ N/A Transfer mailbox/files/business records to approved owner
    ☐ Done ☐ N/A Remove forwarding rules and external shares
    ☐ Done ☐ N/A Preserve data/legal hold before deletion
    ☐ Done ☐ N/A Update GLPI/licence allocation and vendor portals
    1. Asset Return और Verification
    Returned Asset Asset Tag / Serial Condition / Damage Data Wipe / Rebuild Ref. Received By / Date
    Laptop / Desktop
    Charger / Dock
    Monitor / Accessories
    Mobile / SIM
    Keys / Access card
    Other
    1. Exceptions, Missing Assets और Recovery
    Exception / Missing Item Business / Financial Impact Action / Owner Target Date Status
    //__ ☐ Open ☐ Closed
    //__ ☐ Open ☐ Closed
    //__ ☐ Open ☐ Closed
    //__ ☐ Open ☐ Closed
    //__ ☐ Open ☐ Closed
    //__ ☐ Open ☐ Closed
    1. Final Clearance और Sign-off

    Clearance confirms recorded IT access and assets were processed. HR, finance, legal, physical access and other departmental clearance remain separate responsibilities.

    Clearance Item Name / Signature / Date
    Employee / User __
    Reporting Manager __
    HR / Authorised Requester __
    IT / Cyber Space Infocom __
    Asset Receiver __
    Final Status: ☐ Cleared ☐ Conditional ☐ Not Cleared __
    Comments __