Smooth IT Onboarding & Offboarding Guide
Practical steps to get new hires set up quickly and safeguard your agency when staff leave.
- Get new starters productive from day one
- Secure client and company data
- Avoid common pitfalls and save time
Key Benefits
In this guide you’ll learn how to:
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Simplify onboarding tasks
Reduce delays and ensure every new team member has the right hardware, software and access on day one. -
Protect data during offboarding
Remove permissions, recover assets and transfer files in a structured, compliant way. -
Maintain business continuity
Keep projects moving even when staff join or leave your agency.
What's Inside?
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Onboarding checklist
A clear, step-by-step process for planning, configuring, supporting and following up so new hires are fully operational from day one. -
Offboarding steps
A structured approach for notifying IT, transferring knowledge, recovering assets, revoking access and handling data to secure your agency when staff leave. -
Common challenges and how to avoid them
Practical tips such as using standard forms, role-based templates and an identity management system to prevent last-minute notices, missing information and access gaps. -
Essential information to share with IT
A concise list of details to provide for new starters (name, role, start date, manager and equipment needs) and for departing staff (last working day, assets held, systems accessed and data-handling instructions). -
Proactive vs reactive processes
A planned process reduces security risks and boosts productivity compared with rushed, ad-hoc onboarding and offboarding.
Who is this guide for?
This guide is designed for IT managers, operations directors and decision-makers at London-based creative, comms, PR or marketing agencies.
Whether you oversee mixed Mac/PC setups, manage in-house and remote teams, or coordinate with freelancers, you’ll find clear, practical advice to simplify every step of your IT onboarding and offboarding process.
FAQs
What topics does this guide cover?
You’ll find step-by-step checklists for IT onboarding, from pre-arrival to post-setup follow-up, and offboarding, from early notification to final data handling.
It also highlights common pitfalls like last-minute notices and missing information, explaining how to avoid them with clear templates and best practices.
How long is the guide?
It’s a 17-page digital guide with clear sections including checklists and examples you can put to work straight away.
Does it include data security and compliance advice?
Yes. You’ll receive a simple and clear IT perspective on enforcing disk encryption, setting up multi-factor authentication, revoking access rights at the right time and handling company data from personal or shared devices.
These steps help you stay GDPR-compliant and prevent data breaches when staff leave.
How do I download and access the guide?
Submit your work email in the form above. You’ll get an email with a download link and instructions to book a discovery call if you wish.
Who should read this guide?
IT decision-makers, IT managers or operations directors at London creative, comms, PR or marketing agencies.
If you’re responsible for making sure new starters have the right equipment and leavers depart securely, this guide is for you.
Does it cover remote or office-based employees?
Yes. The onboarding and offboarding checklists include steps for delivering and configuring devices for remote staff, as well as in-office handovers.
You’ll also find advice on VPN, Wi-Fi and remote-access tools to ensure everyone can work securely, wherever they are.
Is the guide free?
It’s completely free. Simply enter your work email and you’ll receive the download link instantly.
Can I discuss my agency’s specific needs with Cubit Technology?
Yes. After downloading the guide, you’ll see a link to book a free 30-minute call with our team.
It’s an opportunity to talk through your current processes and find out how Cubit Technology can support your onboarding and offboarding in a human-first way.