Marketing Agency Employee Onboarding and Offboarding from Cardonet IT Services

An effective onboarding experience for IT users is one that will set up new hires for success using your agency's systems, educating them on best practices and ensuring they are up-to-speed with your collaboration tools.

We typically look at activities like:

• Creating a new user account.
• Creating a new email address.
• Setting up new workstations with software and security tools.
• Purchasing any accessories, such as keyboards, docking stations, screens, headsets etc.
• Adding new licensees for software.
• Setting up communication tools.
• Signing the new user up to security training and other subscriptions.
• Walking a new user through their new environment.

For an effective offboarding, we largely reverse the process. We:

• Revoke access to tools and data.
• Archive email addresses.
• Retrieve any hardware.
• Remove licenses.

Ensuring that your IT onboarding and offboarding program encompasses all of these components is the key to success and vital as you look to scale your marketing agency operation.