Hamilton Group · Free Tool

Starter & Leaver Checklist Generator

The gap between someone leaving and their access being removed is where most insider risk lives. Build a checklist for a starter, a leaver or a role change — with owners, timings and the steps people forget.

1. What are you doing?

2. The details

Anything left blank prints as a line to fill in.

3. What they have

Tick everything that applies. Each one adds the steps it needs — and for a leaver, the steps to undo it.

Microsoft 365 accountEmail, files, Teams
Company laptop or desktop
Company mobile or SIM
Phone extension or DDI
Shared mailboxes or drives
Administrator rightsIT admin, system owner, superuser
VPN or remote access
Apps outside single sign-onAnything with its own separate login
Password manager access
Door fob, keys or alarm code
Company card or banking access
Uses a personal device for workBYOD — phone or home computer
Public-facingNamed on the website, social accounts, client contact
Regulated or certified environmentISO 27001, Cyber Essentials, FCA, NHS

Or stop doing it by hand

Hamilton Group runs starters and leavers for our clients — accounts created correctly on day one, access removed the hour someone walks out, and licences reclaimed so you stop paying for people who left. Book a free review.

Book a free review →Call 0330 043 0069
A practical template based on general UK good practice, not legal or HR advice. Employment matters — notice, dismissal, restrictive covenants, final pay and references — should be handled with proper HR or legal input. Adapt the retention and deletion steps to your own data retention policy and any regulatory obligations you hold.