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User Off-Boarding Request

Creation date: 5/20/2026 2:02 PM    Updated: 7/27/2026 8:48 AM   account-deactivation data-preservation departure hr offboarding termination
Argus IT Help Desk · User Off-Boarding
User Departure / Deactivation Request
The decisions that prevent data loss — make them before the account goes dark.
Accounts will NOT be deactivated until this form is complete
Incomplete requests are placed on hold and returned. Missing decisions cause delays and, in some cases, permanent data loss.
When an employee leaves — permanent departure, termination, or extended leave — several decisions must be made before the account can be deactivated safely. Complete the entire form.
📋  The form — copy into your ticket and fill in
USER DEPARTURE / DEACTIVATION REQUEST
=====================================

Full name of departing user:
User's email address:
Job title:
Property / venue:
Reporting manager:

EFFECTIVE DATE - REQUIRED
Last day of work:
Deactivate account on (date and time):
   (Usually end of business on their last day. If different, specify.)

DEPARTURE TYPE
[ ] Permanent departure (voluntary resignation, retirement)
[ ] Termination (involuntary - coordinate with HR)
[ ] Temporary leave (parental, medical, sabbatical) - expected return date:
[ ] Seasonal end (account kept dormant for next season)
[ ] Transfer to another Argus property - new property:

EMAIL HANDLING - REQUIRED
What should happen to their email after the last day?
[ ] Forward all incoming email to: ___________
       for  [ ] 30 days  [ ] 60 days  [ ] 90 days  [ ] Other: ______
[ ] Set up an out-of-office reply explaining the departure (text below)
[ ] No forwarding - bounce incoming email
[ ] Convert mailbox to a shared mailbox accessible by: ___________
Out-of-office message text (if requested):

FILE / DATA PRESERVATION - REQUIRED
Do they have files on OneDrive, SharePoint, or shared drives to preserve?
[ ] Yes - transfer ownership of OneDrive files to: ___________
[ ] Yes - preserve mailbox as archive for:
       [ ] 30 days  [ ] 90 days  [ ] 1 year  [ ] Indefinitely
[ ] No - files can be deleted with the account
[ ] Unknown - please review and advise

HARDWARE RETRIEVAL - REQUIRED
Has all company-issued hardware been retrieved?
[ ] Laptop / desktop       - retrieved [ ] Yes [ ] No   Asset tag: ______
[ ] Company cell phone     - retrieved [ ] Yes [ ] No   Number: ________
[ ] Key fobs / access cards - retrieved [ ] Yes [ ] No
[ ] Other equipment (headset, tablet, etc.):
If hardware has NOT been retrieved, coordinate retrieval before
the deactivation date.

SYSTEM-SPECIFIC ACCESS TO REMOVE
[ ] OPERA Cloud account (property):
[ ] Squirrel POS user account (venue):
[ ] Optimum Control
[ ] Adobe Acrobat license (release for reassignment)
[ ] FortiClient VPN
[ ] Other (list):

DISTRIBUTION LISTS / SHARED MAILBOXES
Lists, shared mailboxes, or group memberships to remove the user from:

ADDITIONAL NOTES
(Anything sensitive - special handling, legal hold, ongoing investigation)

APPROVAL
Approved by (manager or HR):
🧠  Why each decision matters
Effective date
We deactivate at that exact time — not before, not after. Premature deactivation locks out someone still working their notice; late deactivation is a security risk.
Email forwarding
Once an account is fully deleted, incoming email bounces — client/vendor communications can be lost forever. Best practice: 60–90 days forwarding to the manager or replacement.
File preservation
OneDrive files belong to the user — once the account is deleted (typically 30 days after deactivation), the files go with it. Transfer ownership BEFORE deletion. Same for mailbox archives: once deleted, gone permanently.
Hardware retrieval
A retained laptop with cached credentials, or a phone with active Microsoft Authenticator, can allow access even after deactivation. Retrieve hardware before the effective date.
🚫  Common mistakes
  • "Deactivate immediately" — you usually mean "end of business today." Specify a time so we don't lock someone out mid-shift.
  • Forgetting the Authenticator on their personal phone — ensure the corporate authentication profile is removed before they leave the property.
  • Terminations without HR — involuntary departures are sensitive; loop in HR before the IT ticket.
  • No preservation decision — in doubt, default to preserving mailbox and OneDrive for 90 days. Better briefly kept than permanently lost.
  • Same-day requests — give us at least a few hours; last-minute deactivations invite mistakes.
✅  What happens next
1
Ticket reviewed; missing info gets a reply.
2
On the effective date/time: signed out of all M365 sessions, account disabled in AD, forwarding and out-of-office configured as requested.
3
Within 7 days: license released; removed from distribution lists and shared mailboxes.
4
Within 30 days: account moves to "pending deletion."
5
Files preserved / ownership transferred per your instructions.
6
Hardware processed for return-to-stock, redeployment, or secure disposal.
7
Final deletion per the preservation schedule.
🔗  Related
New User Onboarding Request (KB-30001) · How to Request File or Folder Access (KB-30003)
ArgusIT KB# 30002 · Tags: offboarding · departure · termination · account-deactivation · data-preservation · hr