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Attachment upload coming in production version
New Employee Information
Access & Setup Requirements
Toggle ON for Yes and OFF for No.
Network account required
Email account required
Remote access required
New computer required
Existing computer assigned
Microsoft 365 license required
Line of business application access required
Shared drive access required
Special permissions required
Network / Computer / Email / Access
Software / Applications
Microsoft 365 Account Required?
Adobe Required?
QuickBooks Required?
Sage Required?
Great Plains Required?
Line of Business Application Required?
Other Software Needed?
Additional Notes / Information
Employee Offboarding Information
Offboarding Checklist — Email
Disable Microsoft 365 email?
Convert mailbox to shared mailbox?
Forward email to supervisor?
Remove from distribution groups?
Archive mailbox?
Offboarding Checklist — License
Remove Microsoft 365 license?
Remove Adobe license?
Remove QuickBooks access/license?
Remove Sage access/license?
Remove Great Plains access/license?
Remove other application licenses?
Offboarding Checklist — IT Device
Laptop returned?
Desktop returned?
Mobile phone returned?
Monitor returned?
Docking station returned?
Keyboard / mouse returned?
Other IT equipment returned?
Device Information
Additional Notes
Webex Request
Select the type of Webex request.
Webex Add User
Webex Access
Phone Setup
Additional Notes
Completion
Webex Remove User
Remove Access
Phone Cleanup
Disable extension?
Remove from call queue?
Remove shared line?
