IT User On/Offboarding Form

User On/Offboarding and Computer Request

Prevention Institute
Please enter your name and email address below. Then select whether you want to submit a ticket for an employee onboarding, offboarding or a computer purchase.
Requester Name*

First NameLast Name
Requester Email*
example@example.com
New Employee Account and Computer Setup - OnboardingEmployee Departing - OffboardingComputer replacement for existing employeeNew Computer Purchase for spare(s)
- YesNo
- Please indicate date new employee can appear in the company email directory (leave blank for immediate)
  
  MonthDayYear
  Date
- Additional notes if this is a confidential hire:
  Is this new employee a secret hire? Put any explicit instructions here
- Please enter the new employee's full name as you will want it to show in all of the IT systems and account setups:*
  
  First NameLast Name
- YesNo
- What is the new employee's start date (we request a 7 day lead time for new users; 14 days minimum if new computer is needed):*
  
  MonthDayYear
  Date
- YesNo
- Please enter the new employee's pronouns (for email signature):
- Please enter the new employee's title:*
- Please enter the new employee's department:
- Enter the new employee's cell phone number:*
  
  Area CodePhone Number
- Please enter the supervisor's full name to schedule the new employee's orientation:
- OaklandLos AngelesHoustonRemote workerOther
- Employee's office desk location, if known (skip if remote):
- OaklandLAHoustonDC
- Employee's phone group:
- YesNo
- Tier 1Tier 2Tier 3Tier 4
- Similar existing user in Active Directory and 365 to copy for Windows network file/folder security and 365 groups/permissions (if you are not sure, leave this field blank and simply indicate the needed items on this form):
- 1PasswordAdobe Acrobat DC Pro (paid license - $199.00)Adobe Creative Suite (paid license - $365.00)365 E3 / OneDriveTigerSecu - Security FootageTeams Phone ExtensionVPN access to Oakland officeZoom (paid license)Other
- PI EveryoneCalifornia ApproachOther
- StaffAssociateProgramManagerBoard of DirectorsCAApproachCoordinatorsEmergencyFinanceHealthEquityLAStaffManagementMentalHealthOakStreetStaffSHINEOther
- CommunicationsDirectorsFinanceTeamFinanceUsers (Active Directory security group)OakStreetStaffPAsPVOther
- PreventionInstituteOther
- All UsersStaffAssociateProgramManagerCommunicationsCoordinatorsCore Leadership Team - Users added to this group are given access to only the Core Leadership Team subfolder on the T driveDirectorsEmergencyFinanceUsers - Users added to this group are given access to the Finance folder on the T driveHealthEquityLAStaffManagement - Users added to this group are given access to the Management parent folder on the T driveManagement Team - Users added to this group are given access to the Management Team subfolder only on the T driveOakStreetStaffSWBOther
- Supervisor EmailOther
- Prevention Institute Inventory
  
  https://parachute.brightgauge.co/public/dashboards/86246625-ae21-42fa-8e27-4f7dcdad9c90/
- A computer in Parachute's inventoryA computer that will need to be purchasedA computer that is currently available but not in Parachute's possession.
- What is the serial number of your preferred computer?
- Please describe the current location of the computer that needs to be setup for the new employee:*
- Desktop: Standard PCLaptop: Standard PCOther
- 14"16" with a number padNo PreferenceOther
- Single MonitorDual MonitorsWireless (Bluetooth) MouseWireless (Bluetooth) KeyboardDocking station (for PC laptops)
- Where will this new computer need to be shipped: *
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- YesNo
- Please enter the coordinator's email who will pick the IT orientation time for the new user. The coordinator should be an employee of your company and should be aware of the new hire schedule and start date.*
  example@example.com
- Please enter the coordinator's phone number:*
  
  Area CodePhone Number
- At which phone number should we contact the new employee?*
  
  Area CodePhone Number
- Please list any other requests or clarifications for this onboarding:
- Name of departing employee:
  
  First NameLast Name
- Date and time to shut off access to IT systems:
- If an auto-reply should be set up on this mailbox, please enter the exact text of the auto-reply below:
- 6 months
- Enter name of who to forward emails to: (If no forwarding required, enter 'No Forward' into the name field below.)
  
  First NameLast Name
- Does anyone need full access to the departing employee's entire email account? If YES, then enter a name below. If NO, leave blank.
  
  First NameLast Name
- Does anyone need full access to the departing employee's old files on their computer? If YES, then enter a name below. If NO, leave blank.
  
  First NameLast Name
- Does anyone need full access to the departing employee's OneDrive files? If YES, then enter a name below. If NO, leave blank.
  
  First NameLast Name
- Remove backup in 30 daysMaintain backup until further notice (future ticket requesting removal)
- The computer & accessories are at Client HQThe computer & accessories will be sent to Client HQThe user will keep the computer & accessories (No action required from Parachute)The computer & accessories should be sent to the Parachute office
- E-wasteWipe and add back to inventory
- No action should be takenContact client and walk through OS reset
- Where is the computer currently located?
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Does anyone need access to the offboarded user's Zoom recordings?
- YesNo
- YesNo
- Return LabelShipping BoxOther
- Where will we be shipping these supplies? *
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Note: During the offboarding procedure, Parachute will disable accounts associated with this user, if configured, including Adobe products, Dynamics, TigerSecu, Visio, Zoom, VPN and RDP remote access.
- Please list any other requests or clarifications for this offboarding:
- Instructions: Please complete the form below for EACH computer requested. For example if three computers are needed, please complete three separate forms. Email support@parachutetechs.com for larger/complex orders and a Parachute Procurement Specialist will contact you. A quote will be sent to you for your approval prior to purchase.
- Prevention Institute Inventory
  
  https://parachute.brightgauge.co/public/dashboards/86246625-ae21-42fa-8e27-4f7dcdad9c90/
- A computer in Parachute's inventoryA computer that will need to be purchasedA computer that is currently available but not in Parachute's possession.
- What is the serial number of your preferred computer?
- Please enter the employee's name who will receive the new computer:
- When is the new computer needed by? (we request a 14 day minimum please):
  
  MonthDayYear
  Date
- Please describe the current location of the computer that needs to be setup for the new employee:*
- Desktop: Standard PCLaptop: Standard PCOther
- 14"16" with a number padNo PreferenceOther
- Single MonitorDual MonitorsWireless (Bluetooth) Mouse/KeyboardWired Mouse/KeyboardDocking station (for PC laptops)USB-C dongle (for Mac laptops)
- We will mimic the installed apps on the existing computer unless otherwise mentioned below. Please list any other requests or clarifications for this computer purchase:
- Where will this new computer need to be shipped: *
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Instructions: Please select the number of each of your standard model requested to purchase. If custom computers are needed, please describe in the free answer box at the bottom.
- Number of Standard Desktop PCs requested:
- Number of Advanced Desktop PCs requested:
- Number of Standard Laptop PCs requested:
- Number of Advanced Laptop PCs requested:
- Number of Monitors requested:
- Number of Wired Keyboard requested:
- Number of Wired Mice requested:
- Number of Wireless (Bluetooth) Keyboard requested:
- Number of Wireless(Bluetooth) Mice requested:
- Number of Docking stations (for PC laptops) requested:
- Number of USB-C dongles (for Mac laptops, or Windows laptops without docks) requested:
- 14"16" with a number padOther
- Please list any other requests or clarifications for this computer purchase:
- Where will this new computer(s) need to be shipped: *
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Should be Empty:

User On/Offboarding and Computer Request