Request or assign a workstation, office, or cubicle.

Coordinate with IT for any new tech (computer, phone, software).

Provide ergonomic or ADA accommodations if needed.

Request system access relevant to the new role.

Grant physical access to needed areas (keys, badges, fobs).

Provide access to relevant shared drives, calendars, and systems.

Share expectations, performance goals, and training plans.

Schedule introductory meetings with team/stakeholders.

Provide organizational charts, resources, and departmental SOPs.

Ensure job description and reporting structure are updated.

Confirm payroll and timekeeping changes reflect the new department.

Schedule check-ins during the transition period.

Ensure Leaves approval access has been transferred.

Ensure correct title change/dept./etc. has been entered in Workday, changed in your electronic email signature, website/Google site, etc.

Collect or inventory assigned items (e.g., laptop, mobile phone, accessories).

Coordinate with IT if equipment is being returned or reassigned.

Remove access to:

• Department-specific software/systems.

• Shared drives and files.

• Building/room access (keycards, keys, fobs).

Notify IT/security if account deactivation or transfer is needed.

Confirm final work date in the current department.

Submit transfer paperwork or update job records in HRIS.

Approve any remaining time cards or leave reports if applicable.

Leave approval transaction dates/approvals in WD are transitioned.

Conduct an internal exit meeting to review responsibilities.

Ensure work is transitioned or documented for others, outline the onboarding transition period.

Notify team members and update organizational materials.

Retrieve uniforms, tools, equipment, ID badges if no longer needed.

Deactivate local system logins, if applicable.