IT User On/Offboarding Form

User On/Offboarding and Computer Request

Drawbridge Realty Management
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 - OnboardingComputer Replacement for existing employeeDevice OffboardingEmployee Departing - Offboarding
- 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
- 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
- Please enter the new employee's mobile phone number:
  
  Area CodePhone Number
- Please enter the new employee's title:
- Please enter the new employee's department:
- Office location:
- Manager's name:
- Similar user to copy for network Active Directory file/folder security:
- Yes - backup this licensed user mailboxNo
- Drawbridge TeamDRT InvestorsInfoSFOfficeProperty ManagementOther
- YesNo
- Office 365Box DriveArgusAcrobat DC ProQuickbooks1PasswordZoom
- Drawbridge All (Internal)Admin GroupFinance GroupHR/OperationsInvestments GroupProperty ManagementWhiting Entities - MainWhiting Entities - WIP
- Personal smartphone with Microsoft Authenticator appPhysical security key fob device
- YesNo
- YesNoIf a softphone only is needed, indicate that by checking here
- If Yes, indicate which physical phone should be used (enter current ext. or phone MAC address or indicate that a new phone is being ordered):
  MAC Address of current or Model to be ordered
- YesNo
- If being shipped, where are we shipping the computer to?
  
  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:
- A computer that is currently available.A new computer that will need to be purchased.
- Please describe the current location of the computer that needs to be setup for the new employee:*
- Laptop: Standard PCLaptop: Advanced PCOther
- Please enter the employee's name who will receive the computer:
  First and Last name
- Address computer to be shipped to:
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Your requested ship date:
  
  MonthDayYear
  Choose the date you want the computer shipped
- ChromeOffice 365Box DriveBox for OfficeArgusAcrobat DC ProYardi (account set up by Ivone)Quickbooks1PasswordSpreadsheet Software (SQL)Logitech Unifying SoftwareYardi Check PrintingZoomOther
- YesNo
- YesNo
- For computer replacements for existing employees, please indicate the date you would like this computer to be ready:
  
  MonthDayYear
  Date
- Enter any additional comments or notes here:
- Name of departing employee:
  
  First NameLast Name
- Date and time to shut off access to IT systems:
- DeleteDisable
- YesNo
- Remove backup in 30 daysMaintain backup until further notice (future ticket requesting removal)
- 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
- Please describe what you would like done with the user's Zoom Phone number including any forwarding instructions.
- Note: During the offboarding procedure, Parachute will disable all accounts associated with this user as needed including: Box, 1Password, Office 365.
- The computer & accessories will stay at Client HQThe computer & accessories will be sent to Client HQThe user will keep the computer & accessoriesThe computer & accessories will be sent to the Parachute office
- E-wasteWipe
- Where is the computer currently located?
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Equipment is staying at the Drawbridge OfficeComputer will be shipped to Drawbridge OfficeComputer will be shipped to Parachute HQ
- YesNo
- If shipping Supplies are needed, where are the supplies being sent?
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- Please list any other requests or clarifications for this offboarding:
- Should be Empty:

User On/Offboarding and Computer Request