---
title: Employee Offboarding SOP
description: offboarding
---

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1. [Internal](https://grow.dentalmarketing.com/university?hsLang=en)
2. [Technology SOPs](https://grow.dentalmarketing.com/university/technology-sops?hsLang=en)
3. [Other](https://grow.dentalmarketing.com/university/technology-sops?hsLang=en#other)

# Employee Offboarding SOP

#### **Phase 1: Immediate Actions (Within 0–15 Minutes of Termination)**

### **1. Disable Identity & Core Access First**

These are the highest risk systems — do these immediately.

- **Google Workspace** 
    - Suspend user account (do NOT delete yet)
    - Force logout of all sessions
    - Reset password
    - Remove recovery email/phone
    - Transfer ownership of: 
          - Google Drive files
          - Calendars
          - Docs/Sheets
- **Slack** 
    - Deactivate account
    - Force logout of all sessions
    - Transfer ownership of any private channels if needed

---

#### **Phase 2: Security & Password Management**

### **2. Password & Vault Access**

- **LastPass** 
    - Disable user account
    - Remove from all shared folders
    - Rotate critical shared passwords: 
          - Hosting
          - Domains
          - APIs
          - Payment systems

---

#### **Phase 3: Internal Systems & Tools**

### **3. CRM & Client Systems**

- **HubSpot** 
    - Deactivate user
    - Reassign: 
          - Contacts
          - Deals
          - Tickets
    - Remove from workflows and reporting dashboards
- **Client Dashboard (Internal Tool)** 
    - Disable login

---

#### **Phase 4: AI & Developer Tooling**

### **4. AI Tools**

- **Claude** 
    - Revoke access
    - Remove API keys if applicable
- **OpenAI** 
    - Remove user from organization
    - Rotate API keys (critical)

---

#### **Phase 5: Communication & Automation Tools**

### **5. Automation / Messaging Systems**

- **Make** 
    - Remove user access
    - Transfer ownership of scenarios
    - Check for personal API connections
- **n8n** 
    - Remove user access
    - Transfer ownership of scenarios
    - Check for personal API connections

- **Twilio** 
    - Remove user access
    - Rotate API keys and Auth Tokens
    - Verify phone numbers / routing unaffected

---

#### **Phase 6: Infrastructure Access**

### **6. Hosting & Infrastructure**

- **Amazon Web Services** *(if applicable)* 
    - Disable IAM user
    - Rotate: 
          - Access keys
          - Secrets
    - Audit active sessions
- **Hostinger** *(if applicable)* 
    - Remove user access
    - Change master account password
- **Cloudflare** *(if applicable)* 
    - Remove user from account
    - Audit DNS / firewall changes
    - Rotate API tokens

---

#### **Phase 7: Financial Systems**

### **7. Payments & Billing**

- **Stripe** 
    - Remove user access based on role: 
          - Admin / Developer / Analyst / View-only
    - Audit recent activity
    - Confirm no API keys tied to user
- **Company Credit Cards** 
    - Owner or Accountant must: 
          - Cancel card immediately
          - Issue replacement if needed
    - Review last 30–60 days of transactions

---

#### **Phase 8: Final Checklist (Within 24 Hours)**

- All logins disabled
- Passwords rotated (critical systems)
- Ownership transferred (files, accounts, workflows)
- Devices returned (if applicable)
- Email forwarding set up (temporary, if needed)
- Out-of-office or alias configured (if role was client-facing)

- [Paid Media SOPs](https://grow.dentalmarketing.com/university/paid-media-sops?hsLang=en#main-content)

    - [Account Management & Updates](https://grow.dentalmarketing.com/university/paid-media-sops?hsLang=en#account-management-updates)
- [Creative Team SOPs](https://grow.dentalmarketing.com/university/creative-team-sops?hsLang=en)
- [Client Success SOPs](https://grow.dentalmarketing.com/university/client-success-sops?hsLang=en#main-content)

    - [Photoshoot](https://grow.dentalmarketing.com/university/client-success-sops?hsLang=en#photoshoot)
    - [Claude Design Landing Pages](https://grow.dentalmarketing.com/university/client-success-sops?hsLang=en#claude-design-landing-pages)
- [Technology SOPs](https://grow.dentalmarketing.com/university/technology-sops?hsLang=en#main-content)

    - [HubSpot](https://grow.dentalmarketing.com/university/technology-sops?hsLang=en#hubspot)
    - [Other](https://grow.dentalmarketing.com/university/technology-sops?hsLang=en#other)
- [Onboarding SOPs](https://grow.dentalmarketing.com/university/onboarding-sops?hsLang=en)

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