Why Onboarding & Offboarding Processes Matter More Than You Think

New clients are often surprised when we present a custom onboarding and offboarding process for their organization.

Our first thought?
“Other providers aren’t doing this?”

The Power of a Checklist

A checklist-style process for onboarding and offboarding employees is essential.

It significantly reduces the chance of errors by guiding technicians through each task before closing a service ticket.

If your current process feels unorganized or rushed, keep reading—because the impact on your productivity and security could be huge.

Onboarding: Helping New Employees Hit the Ground Running

A clearly defined onboarding process helps new employees:

  • Get access to the right tools and software

  • Set up accounts and permissions properly

  • Understand company policies and systems

No one enjoys spending their first week stuck waiting for access.
When done right, onboarding helps employees become productive from day one.

Strong Onboarding Protects Your Systems

Beyond productivity, onboarding is a security issue.

With a defined process, you can:

  • Control access to sensitive systems

  • Ensure permissions are given only when needed

  • Keep detailed records of who has access to what

Without structure, it’s easy for access to fall through the cracks—putting your business at risk.

Offboarding: The Hidden Cost of Inconsistency

When an employee leaves, your offboarding process needs to be just as thorough.

Why?
Because failure to remove access promptly can lead to:

  • Security risks

  • Ongoing software charges

  • Lost or misused data

If devices, licenses, or subscriptions aren’t properly deactivated, you’ll keep paying for them—long after the employee is gone.

4 Tips to Strengthen Your Process

Here’s how to make onboarding and offboarding smoother:

1. Define a Clear Checklist

Work with your IT provider to create a comprehensive list for both onboarding and offboarding. It keeps things from falling through the cracks.

2. Submit Requests Early

Send your onboarding requests as early as possible. Last-minute setups = rushed results.

3. Establish a “Critical Offboarding” Procedure

Not all departures come with notice. Have a plan in place for same-day offboarding that locks down access immediately.

4. Communicate About Gaps

If items on the checklist are often missed, talk to your provider. It might be a process flaw—or poor internal communication.

Stay on top of it, and you’ll stay secure, productive, and cost-efficient.

Time to Review Your Process?

If you’ve read this far, you know how important this is.

Ask yourself:

  • Is your current onboarding and offboarding process effective?

  • Does it protect security, reduce downtime, and prevent unnecessary costs?

If not—it’s time to improve.

Need Help? We’re Here for You.

Unfortunately, not all providers follow through consistently.

If you need support from a trusted local tech expert, reach out to Takala Technology.
We’ll make sure your process is working for you—not against you.