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Staff Changes
Demo Co
➕ Onboarding
🚪 Offboarding
Person Details
First Name
Last Name
Preferred Email / Username
(e.g. jane.smith — we add the domain, so leave it off)
Contact Mobile
(for MFA setup and account recovery)
Location
Job Title
Department
Reports To
Start Date
Access & Equipment
Additional Licences
(select any that apply)
Microsoft 365 Copilot
Power Apps Premium
Cloud PC
Power BI Pro
Dynamics 365
Teams Phone Standard
Visio
Other — specify in notes
Add to Teams / Groups
(existing Microsoft 365 Groups in your tenant)
Loading groups…
Shared Mailbox Access
(search and select; add as many as needed)
Add to Distribution Lists
(search and select; add as many as needed)
Device Required
Laptop
Desktop
Dock
Monitor
None
Additional Software
Notes
Submit Onboarding Request
Person Details
Select User
×
Last Working Day
Account Handling
What should happen to their mailbox?
Convert to shared mailbox
Auto-reply then disable
Disable immediately
Auto-reply message
What should happen to their OneDrive files?
Transfer to another user
Keep 30 days, then delete
Transfer OneDrive files to
×
Remove from all groups and distribution lists?
Yes, remove from all
No, keep memberships
Devices to Collect
Laptop
Desktop
Dock
Monitor
None
Notes
Submit Offboarding Request