DofA User Onboarding/Offboarding Checklist
New Users: Request computer equipment as soon as possible. See below for the various types of computer applications, software, training, agreements, and access that a DofA employee might need added or activated.
Exiting Users: Ensure equipment is returned before the employee exits. See below for the various types of computer applications, software, and access that a DofA employee might need removed or inactivated.
| Function | New User | Exiting User |
|---|---|---|
| Email, Phone, Connectivity (includes network and internet access) | Connect/Setup | Disconnect/Remove |
| Computer, Monitors, Keyboards, Mice, Hubs, etc | Assign/Procure | Collect from user |
| Annual Security Awareness Training in KLPM | Take training annually | N/A |
| Office Telework Policy Agreement (if applicable) | Check with your office for their agreement and process. | N/A |
| VPN access (if teleworking) | Request if needed | Remove access |
| SFTP/Mainframe (CoreFTP, MVS Mailbox) access (if applicable) | Request if needed | Remove access |
| Applications & Systems: | ||
| * Adobe Applications | Request if needed | Remove if licensed products |
| * Atlassian Confluence/Jira (OSM only) | Request if needed | Inactivate user |
| * CoreFTP | Request if needed | Inactivate user |
| * Custom DofA Applications | Request if needed | Inactivate user |
| * Duo | Request if needed | Inactivate user |
| * DocuSign | Request if needed | Inactivate user |
| * GovDelivery | Request if needed | Inactivate user |
| * KS Service Desk | Request if needed | Inactivate user |
| * Perceptive Content (SEHBP only) | Request if needed | Inactivate user |
| * ServiceNow | Request if needed | Inactivate user |
| * SHARP | Request if needed | Inactivate user |
| * SiteViz | Request if needed | Inactivate user |
| * SMART | Request if needed | Inactivate user |
