Control the employee technology lifecycle from joiner to leaver.
Connect people, JML cases, accounts, access, assets, licences, approvals and outstanding tasks so onboarding, role changes and offboarding do not disappear into disconnected checklists.
A complete look at what you are buying
A structured IT Joiner, Mover & Leaver system for teams that need repeatable onboarding and offboarding controls, clear ownership and evidence — with particular attention to access removal, asset recovery and licence recovery.
What you can manage
- New employee onboarding.
- Department, team and role changes.
- Employee offboarding.
- User accounts and access permissions.
- Laptops, phones and other assigned equipment.
- Software and licence allocations.
- Approvals, evidence and completion dates.
- Privileged and high-risk access.
- Overdue and outstanding actions.
- Equipment and licence recovery.
- Leaver access removal and security checks.
Key features
- 15 connected Excel worksheets.
- Management Dashboard with live charts and totals.
- Dedicated People and JML Case registers.
- 68 ready-made Joiner, Mover and Leaver tasks.
- Checklist Builder for generating repeatable case task lists.
- Role and access profile examples.
- HR Intake staging area with suggested Case IDs.
- Live Action Queue showing tasks and cases requiring attention.
- Case Explorer for reviewing connected records.
- Access, asset and licence tracking.
- Approval, evidence, ownership, overdue and data-quality controls.
Security-focused offboarding
- Disable accounts and remove access.
- Review MFA and recovery methods.
- Remove VPN and remote access.
- Handle privileged and administrator accounts.
- Review active sessions, tokens and security keys.
- Remove third-party and supplier-managed access.
- Rotate shared passwords and secrets where required.
- Handle mailbox and company-data instructions.
- Recover physical access credentials.
- Recover, protect and appropriately wipe returned equipment.
- Recover software licences for reassignment.
What you receive
- Blank operational Employee Onboarding & Offboarding workbook (.xlsx)
- Completed fictional demonstration workbook (.xlsx)
- 16-page Customer User Guide (.pdf)
- HR Intake CSV template
Designed for practical IT teams
Before you buy
Excel & file requirements
- Designed for supported desktop Microsoft Excel with Microsoft 365 / Excel 2021+ recommended for modern connected views.
- Macro-free Excel workbook format.
- The HR Intake CSV is a staging aid; it does not create user accounts or automate HR/identity systems.
- Google Sheets, Apple Numbers and unsupported older Excel versions are not guaranteed.
Important limitations
- The workbook does not provision or disable user accounts, send emails, revoke sessions or change permissions automatically.
- It records and governs work; technical execution remains in your approved identity, endpoint, HR, service-desk and supplier systems.
- Employment, privacy, retention and access decisions remain the purchaser's responsibility.
Clear terms before you purchase
After verified payment, the purchase is linked to the customer account using the checkout email. Secure download links are generated on demand.
For the purchaser's own use or internal operations of the purchasing organisation. Reusable source templates must not be resold or redistributed.
Direct checkout includes the required immediate-supply acknowledgement. Statutory rights for faulty or non-conforming digital content are unaffected.
Product and access help is available at support@practicalitpacks.com.
Ready to put it to work?
Add it to your Practical IT Packs cart for secure direct checkout, or use Etsy if you prefer the marketplace route.