IT - How-to: Termination

Use these steps for a user termination.

Quick Links:

HR and Office Contacts by Company

Review Syncro Termination Request Ticket

1. Update the custom field to reflect "Termination"
1. 
2. The Termination Request ticket should have the details needed to term the employee, as well as a worksheet guide to help you stay on track
1. 
3. Please be sure to add the HR and Payroll contacts to the "CC" section of the ticket.
1. General Manager, HR, Office Manager, Direct Report, and Payroll Contact should be added here. If any of these contacts are the main contact on the ticket, there is no need to add them to the "CC" field.
1. HR and Office Contacts by Company

Microsoft 365 Steps

1. Find the User in the 365 Admin Center
2. Select "Sign out of all sessions"
1. 
3. Select "Devices" tab to see if there are devices that need to be addressed in the Endpoint Manager Admin Center.
4. Find the assigned company PC in the Endpoint Manager: https://intune.microsoft.com/
1. Select "Properties"
2. Remove Primary User
1. 
3. Save the changes
5. Find any Personal devices associated with the profile
1. Select "Retire" - this only applies to personal devices during the termination process.
2. Do not wipe if the option is available. This will wipe the whole personal device.
6. Back in the 365 Admin Center for the User profile
1. Delete User
1. 
2. Select the relevant options for OneDrive and access to the user's email based on the termination request notes in the Syncro Ticket
1. If email access is required, select "Create a New Display Name" and allow the display name to be changed to "First Last (Shared)"
2. Change the automatic replies to allow for inside and outside the organization
1. 
3. Select "Transfer Ownership"
4. Select "Assign and Convert"
1. 

For existing Mitel phone extensions, if applicable

1. If a desk phone extension is needed or information on an existing extension needs changed, please use the Desk Phone Change Request in the Germain Portal
1. 
2. Request that the name be updated to reflect "Available"
1. In this example, Lydia Eckles was in the accounting office. The name would change to "TW ACCTNG Available"
2. If voicemails or calls should be forwarded, provide the extension they should be forwarded to.
3. If options are missing from this request, please instead email the info to support@paralleltech.com directly with the direct report copied on the email

For company iPads (wifi or cellular)

1. If an iPad is present, it needs to be wiped in Endpoint Manager so it can be reassigned to the new employee.
1. Find the iPad in the Endpoint Manager
1. Select "Wipe"
1. do not erase data plan if present
1. iOS/iPadOS - Microsoft Intune admin center
2. Company iPad - First Time Setup

• Cellular iPads are for Sales Staff
• WIFI iPads are for Service Staff

Update Syncro Ticket

1. Update the Syncro Worksheet with the relevant information. If you do not have the information, leave the field blank and note the ticket of what's needed. If it's info that can be gathered by the direct report or someone onsite, try reaching out to the ticket contact via phone or email.
2. For Vendors, right now we are advising the managers to alert vendors of a termination
3. Utilize the "User Termination" canned response in Syncro
1. Feel free to add or remove relevant information, such as Extension or Direct Dial Number, if it's not applicable. Add additional setup notes if needed.
2. If there are pending items, such as an extension or workstation setup, please leave the ticket open with notes on what's left
1. Work with AJ Hall if you are unable to complete the remaining items.
2. Reassign the ticket with notes to AJ Hall if needed
4. Mark the ticket as resolved if applicable