TAM Residential Offboarding Process

This document outlines the offboarding process for employees leaving TAM Residential. The process ensures secure and efficient removal of access to company systems and assets.

1. IT Access & Microsoft 365 (M365) Account Management

  • Sign out of all M365 sessions
  • Revoke session tokens
  • Reset Multi-Factor Authentication (MFA)
  • Reset password
  • Remove distribution groups
  • Note the term date of the employee in the office field in Entra
  • Block sign-in for the M365 account (Note retention policies below)

Retention Policies for M365 Accounts:

  • Corporate Maintenance Floaters & Site Floater Emails: Delete after ticket is closed.
  • Regional Community Managers: Retain M365 account for 1 year.
  • VP-Level Accounts: Retain in Entra (Azure AD) for 3 years.

2. Physical & Software Access Removal

  • Door Access (Kastle): Remove access to Suites 245 & 250.
  • Adobe Licenses: Remove if user is a corporate employee.
  • Egnyte Access: Remove user permissions.
  • JumpCloud Account: Suspend account.
  • Broadvoice Extension: Remove from my.broadvoice.com.

3. System Software Disabling

Notify the Systems Team ([email protected]) to disable access to:

  • GraceHill
  • Entrata
  • J Turner
  • RealPage
  • Elise

4. Equipment Return Process

  • Send a return box with a UPS return label for any company equipment (laptop, phone, etc.).
  • Update term ticket notes in Fresh with tracking details.
  • Close ticket in Fresh once equipment is received and verified.

5. Final Verification & Completion

  • Confirm all access has been revoked.
  • Ensure equipment is returned and accounted for.
  • Close the offboarding ticket in Fresh after all steps are completed.

Notes:

  • Corporate Maintenance Floaters & Site Floater Emails: Can be deleted immediately after ticket closure.
  • Regional & VP Accounts: Follow retention policies (1 year for RCMs, 3 years for VPs in Entra).