Stop rebuilding role setups.
Document the standard setup for each role or department, then check what differs for this person. Give help desk staff a shared reference instead of relying on whoever handled the last request.
FOR INTERNAL IT DEPARTMENTS
Joiners. Leavers.
Clear ownership.
Turn manager and HR requests into clear work for the help desk. Bring role requirements, access approval, and equipment preparation together so IT can coordinate each colleague’s arrival or departure. Join early access as Onboardinator develops.
A CLEAR STARTING POINT FOR IT
Get usable requests.
Before work starts.
Give managers and HR a consistent way to send IT the person, department, role, start or leaving date, and required access and equipment. Start with usable requirements instead of reconstructing them from scattered messages.
A clear starting point for the work.
Review before account changes.
Identify who authorizes access and let IT review the requirements before making changes. Keep the approved setup with the request so the help desk can work from a clear decision, not an email assumption.
Give follow-up an owner.
Name an owner for device preparation, equipment handover, and access checks. Include the practical work a new colleague needs, not just the Microsoft 365 account setup.
Finish the departure work.
Agree who handles equipment return, mailbox and file handover, and access checks in other applications. A completed account task is not confirmation that a departure is finished.
Better departmental handoffs.
Help shape what comes next.
Join the early-access list for updates on better manager-to-IT requests, reusable role requirements, and clearer help desk handoffs.