Free Access Plan Template
Access Plan
Date: January 10, 2070
1. Plan Overview
A. Objective:
To provide new employees with the necessary access for their roles and ensure all access is securely revoked upon departure.
B. Scope:
Applicable to all new hires, internal transfers, and employees exiting GlobalTech Solutions.
2. Roles and Responsibilities
Role | Responsibility |
|---|---|
HR Department | Notify IT and managers about new hires or terminations. |
IT Department | Set up or revoke access to systems, tools, and devices. |
Manager | Approve access requests and validate access needs. |
Employee | Follow access protocols and report issues promptly. |
3. Onboarding Access Plan
Step 1: Initiate Request
Date: January 1, 2070
HR submits an onboarding request for James Carter, Software Developer to the IT department.
Step 2: Access Assignment
IT assigns access based on the role:
Basic Access: Email (james.carter@globaltech.com), HR portal, and company intranet.
Department-Specific Access: Access to GitHub repository, JIRA project management, and development server.
Step 3: Provisioning Resources
Assign a laptop (Model: Dell Latitude 9000) and configure credentials for tools.
Step 4: Access Confirmation
Date: January 2, 2070
Credentials are delivered securely via company email. MFA setup completed.
Step 5: Training and Review
Date: January 10, 2070
Conduct security training and role-specific tool orientation.
Review access needs after 30 days (Date: February 1, 2070).
4. Offboarding Access Plan
Step 1: Initiate Termination Request
Date: December 15, 2070
HR notifies IT about the departure of Emily Rogers, Project Manager, effective December 20, 2070.
Step 2: Revoke Access
Date: December 20, 2070
IT disables access to:
Email account (emily.rogers@globaltech.com).
JIRA project management and Slack.
Biometric entry for the headquarters office.
Step 3: Recover Company Assets
Date: December 20, 2070
The manager ensures the return of Emily’s laptop and company-issued phone. IT securely wipes data.
Step 4: Audit Access Logs
Date: December 25, 2070
IT reviews system activity logs to confirm no unauthorized access.
5. Access Checklist
Action | Responsible Party | Completion Date | Status |
|---|---|---|---|
Submit onboarding request | HR | January 1, 2070 | Done |
Assign email and tool access | IT | January 2, 2070 | Done |
Provision devices | IT | January 2, 2070 | Done |
Provide physical access | Facilities Security | January 2, 2070 | Done |
Conduct access training | HR | January 10, 2070 | Done |
Submit offboarding request | HR | December 15, 2070 | Done |
Revoke system access | IT | December 20, 2070 | Done |
Recover company devices | Manager/IT | December 20, 2070 | Done |
Conduct final audit | IT | December 25, 2070 | Done |
6. Contact Information
Department | Contact Person | |
|---|---|---|
HR | [Your Name] | [Your Email] |
IT | Michael Carter | michael.carter@globaltech.com |
Security | David Lopez | david.lopez@globaltech.com |
7. Approval
Name | Role | Signature | Date |
|---|---|---|---|
[Your Name] | HR Manager |
| January 1, 2070 |
Michael Carter | IT Manager |
| January 1, 2070 |
Linda Baker | Senior Manager |
| January 1, 2070 |
Templates
Access Plan
Templates
