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IT checklist for staff who are leaving

Runs the IT leaver checklist when someone resigns: books the device return, makes sure accounts and licences are switched off on the last day, and confirms each step to the manager.

EmailInternalYour dataOutbound SummariesHuman handoffIntegrationsBooking
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Talk to Mere at Tussock Survey and Planning

Tussock Survey and Planning is made up. Mere is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

When a surveyor leaves, their laptop sits in a drawer, their 12d licence keeps billing, a GNSS controller goes missing for a month, and their email stays open because nobody told IT the last day.

How it works

  1. Takes the leaver's name and last day from the manager
  2. Lists every device, licence and system signed out to them
  3. Books a 15-minute device return with the office manager on the last day
  4. Asks the IT coordinator to switch off sign-in, forward email and move files at 5pm on the last day
  5. Tells the survey team about field kit and confirms to the manager when everything is done

What it connects to

  • Microsoft 365 admin
  • HR system or leaver form
  • Device and kit register
  • IT support company ticket system
Sample email thread
  1. Helen (director)Tom Henderson has resigned. His last day is Friday 16 October.
  2. AgentThanks, Helen. Signed out to Tom: laptop LT-0231, phone PH-0118 and Trimble controller TC-07. He also holds a 12d Model licence. Would you like his email forwarded to you for 30 days?
  3. Helen (director)Yes please. And his project files?
  4. AgentHis OneDrive files will move to you, and project files stay in SharePoint under each job number. I've booked his device return with Kate Brennan at 3.30pm on Friday, and told the survey team about controller TC-07.
  5. Helen (director)Great. Can the 12d licence go to Sophie?
  6. AgentI've added that to Sophie's request, IT-2862, so Aroha can move it on Friday at 5pm when Tom's sign-in is switched off. I'll confirm to you once every step is done.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.

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