NORTH STAR | MICROSOFT 365 OFFBOARDING HANDOFF
Version 1, 6 September 2026. Adapt and approve before use.
Use an internal employee/request reference; avoid unnecessary personal data.
Do not enter passwords, tokens, recovery codes or mailbox contents.
Keep the completed record in restricted business documentation.

APPROVED SCOPE
Request reference:
Business approver:
Technical operator:
Data/privacy owner:
Departure time and time zone:
Approved access end time:
Identity source (cloud-only / hybrid / verify):
Preservation or legal-hold decision and approver:
Privacy/HR instructions:
Approved evidence location:

ACCESS WORK
Microsoft 365 action(s), timestamps and operator:
Verification method and result:
Pending service/session checks:
Separate SaaS accounts, tokens or dependencies:
Owner and due date for each unresolved item:

BUSINESS DATA
Required project/work item:
Current location:
Approved recipient and purpose:
Approved destination:
Transfer/access method:
Preservation/retention decision and evidence source:
Current settings checked on:
Successor opened required content using own account:
Missing links, references or permissions:
Acceptance owner/date:

MAIL CONTINUITY
Chosen method and reason:
Authorised recipient/delegate:
Historical access scope:
Current licence/feature requirements checked:
Labelled test message outcome:
Temporary arrangement review/end date:
Owner:

DEVICES
Asset reference and ownership:
Approved return/collection or data-removal action:
Authority and device-management method:
Outcome and outstanding exceptions:

DEPENDENCIES
Recurring meeting / workflow / approval / external app:
Replacement owner:
Verification result:
Unresolved action and due date:

LICENCE AND ACCOUNT DECISION
Required preservation and handoff complete:
Feature and retention requirements checked:
Outstanding dependencies:
Approved next action and scheduled date:
Approver:
Reason to defer if incomplete:

ACCEPTANCE
Access outcomes verified by:
Business continuity accepted by:
Privacy/data scope accepted by:
Unresolved exceptions, owners and due dates:
Final closure decision:

This is a proposed worksheet, not a completed tenant test or legal conclusion.
Source: https://learn.microsoft.com/en-us/microsoft-365/admin/add-users/remove-former-employee?view=o365-worldwide