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Leaver IT offboarding checklist for allied health clinic groups
Starts the IT checklist the moment a leaver is recorded, reminds the manager to collect equipment, and tells the IT manager the day after which accounts and devices are still outstanding.
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The problem
A clinician leaves on Friday and can still sign in to patient records on Monday. Laptops sit in a drawer at home, and licences keep billing.
How it works
- Starts the checklist when the people team records a leaver
- Sends the IT manager and the person's manager the last day and every account to close
- Reminds the manager 3 days before about laptop, phone, keys and access card
- Tells the IT manager the day after which items are still outstanding
- Passes urgent leavers to the IT and people managers by phone at once
What it connects to
- Priya (practice manager, New Farm)Hannah, one of our podiatrists, finishes on Friday. What do I need to do?
- AgentHi Priya, it's Ava. I've started the leaver checklist. On Friday, please collect her laptop, phone, keys and access card. Does she want her email forwarded to you for 30 days?
- Priya (practice manager, New Farm)Yes please. She's asking about her leave payout too.
- AgentI've added the forward to the checklist for Marcus Lee to action on Friday. Leave and pay questions are for Jess Moreau in People and Culture, so I've passed Hannah's question to her.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Device and software licence requests for allied health clinic groups
Takes requests for laptops, headsets, screens and software licences, checks what the person already has in the register, and sends each request to the right approvers with the details attached.
Suspicious email reporting for allied health clinic groups
Takes reports of suspicious emails, texts and calls from any clinic, tells staff not to click or pay, logs each one, and phones the IT manager straight away if anyone already clicked.
Daily owner briefing for allied health clinic groups
Sends the owner and operations team a short briefing every weekday at 7am: yesterday's appointments by clinic, cancellations, today's booked hours and anything the practice managers flagged.
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